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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
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78 results found

  1. Lilnking account information

    Are account documents eventually going to be linked to the accounts they belong to as they were previously under the Leapfrog system? Also, under the previous system when you entered documents into the system you could link them to an account under the edit function as well as rename the document. This is now a two part function. The system will not accept similarly named documents (ie: Withdrawal Request" "Beneficiary Change" PAC Change" This means if a client has more than one similar change on an account you have to either word it different or devise some sort of code…

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  2. Non-Qualified

    Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.

    50 votes
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    2 comments  ·  Accounts  ·  Admin →
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    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

  3. Edit/customize account information fields within an account type

    Right now the fields within different account types are set, and not always pertaining to applicable features within certain registrations/ investments. Would be nice if the administrator could add/ edit/ remove account specs from the within a specific account type to match what our office would like to see when viewing certain types of accounts in Redtail. For example: just on the account type Variable Annuity, we want a death benefit option to be a list of riders we frequently use or Return of Principal, but it only gives us the options of Level, Increasing, Automatic or Decreasing which only…

    24 votes
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    1 comment  ·  Accounts  ·  Admin →
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  4. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    The added date range feature will allow the user to customize the RMD report to ensure every client who turn 70 1/2 in the current year is not missed.

    115 votes
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    3 comments  ·  Accounts  ·  Admin →
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  5. Please add search feature to Beneficiary

    Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.

    43 votes
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    2 comments  ·  Accounts  ·  Admin →
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  6. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.

    51 votes
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    3 comments  ·  Accounts  ·  Admin →
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  7. Link Account to Multiple Contacts

    I would like to be able to link accounts to multiple contacts. Joint accounts, also trust accounts where the trustees may or may not be a part of the same household. It would also be nice for the purpose of linking a power of attorney to an account.

    93 votes
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    7 comments  ·  Accounts  ·  Admin →
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    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

  8. Have Quick Add for Accounts to easily create new accounts for clients

    Adding a quick add button for accounts would cut down on the number of clicks necessary to create new client accounts.

    4 votes
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  9. 58 votes
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    4 comments  ·  Accounts  ·  Admin →
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  10. You really should have a field for Risk Class under for insurance policy account infomraiton

    have a field for Risk Class on the life insurance account detail

    22 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. AUM Historical Tracker

    Would like to have the ability to see how the AUM has grown over the years as shown in Redtail. This would be incredibly helpful as we are constantly bringing on new clients and we would really like to see our growth rate as represented in Redtail

    40 votes
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    3 comments  ·  Accounts  ·  Admin →
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  12. Have the beneficiary report be customizable

    Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.

    18 votes
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    2 comments  ·  Accounts  ·  Admin →
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  13. 11 votes
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    0 comments  ·  Accounts  ·  Admin →
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  14. Add Conversion Date under Important Dates within Accounts

    When Inputting Insurance policies under "Accounts", for the "Important Dates" section, there is no "Conversion Date", which can be different than "Close Date" for some clients.

    10 votes
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    0 comments  ·  Accounts  ·  Admin →
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  15. Add more fields under beneficiaries

    Add fields under beneficiaries for address, relation, DOB, and social security number for each beneficiary. Beneficiary information is extremely important and should be easily accessible all in one location.

    486 votes
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    14 comments  ·  Accounts  ·  Admin →
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  16. Health Class added to the account information

    add a button for health rate & class to the account page

    10 votes
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    1 comment  ·  Accounts  ·  Admin →
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  17. Unlinked accounts

    I am SO excited that you brought back feed details!!!! Thank you for that. NOW, we just need to be able to edit right from the unlinked account screen instead of just linking to an account. You are almost there!!!!!!

    9 votes
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    1 comment  ·  Accounts  ·  Admin →
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  18. Track Commissions

    Please provide a report page that shows outstanding revenues that can be targeted, both for Commissions and for AUM (Assets Under Management). This feature will allow advisors to see all of their revenues that they can potentially acquire, if they close all of their outstanding prospective business. Please list Commissions and AUM for each Prospect/Client and a Total for all outstanding amounts at the top of the page. Thanks!

    91 votes
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    8 comments  ·  Accounts  ·  Admin →
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