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.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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116 results found
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Change printing of autolinked accounts
When I am on the accounts to be autolinked, i use to be able to print the whole page and now I can not. It only prints the names and not the account numbers. Please fix it so I can print the whole page again.
1 vote -
Tax qualified
Currently when adding account type and tax type the "tax qualified" check box is automatically checked after you select a type from the drop down. Please give us the ability to not have this automatically checked.
3 votes -
Account Access Restriction
There should be a way to restrict access to Client Accounts without impacting a users access to see a client profile. We have employees in the office that do not need to know what a client has invested with our office.
1 vote -
field for fee
Add in a field to add percentage for fee based accounts.
6 votes -
insurance
Please additional fields on the account detail to track information for disability policies....Own Occupation, Residual, COLA %, CAT $ amount, and Student Loan (& amount and length of time). Thanks.
3 votes -
Populate Account Balances based on ticker + # of shares
For non-linked accounts, it would be great to be able to enter the ticker and # of shares and then have the account balance automatically populate based on most recent trading info.
3 votes -
account creation date
add the ability to track accounts by creation date..for example how many accounts created for user since first of the year.
3 votes -
Accounts Page: Show Family Accounts: Default to Always show
Accounts Page: Show Family Accounts: Default to Always show
2 votes -
UDF report by Advisor
I'd like to be able to filter for servicing advisor in the UDF reports
1 vote -
Issue date in accounts
Under the contact accounts, could we please add the issue date at a glance without having to open each account to see?
3 votes -
Account Level Permissions
Have account level permissions. We have Financial Advisors and Insurance Brokers on our team. We actively team sell and often an insurance client may be shared between an associated person and a non-associated person. That non-associated person cannot have access to the securities accounts. Instead of creating 2 clients to work around this, it would be helpful to restrict permissions at the account level, so everyone can see what they need, nothing they can't and we have no duplicates.
1 vote -
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
9 votes -
Linked Accounts - Ability to link empty accounts in RT.
Linked Accounts - Link all accounts, even empty ones - we want the CRM to be the one place of truth! Especially helpful for new clients or clients that have an unfunded Roth, it would be nice to view those in RT.
3 votes -
select all
A "select all" button to link accounts to an activity.
3 votes -
AleciaR
I select Client, client accounts, Reports, Portfolio Detail Report I need Effective dates added by accounts with options to add more details to the report. It would great if we could customize the detailed information on each Summary Report or Snapshot report.
6 votes -
Let us be able to delete all items in lists
For account types (and other lists like activity type, etc) there are some choices I am not able to delete. I'd love for that not to be the case so for account types every account type available and shown to us are the ones applicable to us. I am never going to call an account type brokerage or cash & equivalents because I use type as registration type and those two aren't mutually exclusive. That list in particular is cluttered up with 50+ undeletable fields of which I'd only keep 15.
6 votes -
Case Creation
I would like to request the ability to create cases that can be assigned to client accounts and for an internal Case Queue to manage/close these cases.
2 votes -
Bring back full ssn on unlinked accounts
SSN was recently masked on unlinked accounts page. I work for big B/D supporting many Redtail subscribers. I am receiving a lot of feedback about not seeing full SSN on page, and that it is not exportable. Please make this some sort of toggle for an Admin or DBO to allow.
6 votes -
account product
I wish the Account Products would be a drop-down list, like the Account Type is.
9 votes -
jennifer@sca-team
Please revert the unlinked accounts to including the FULL tax ID number. Sometimes we have accounts that start to feed without an account number issued (like for 401k clients) and now there is no good way to track down that owner. These changes are unnecessary.
6 votes
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