Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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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124 results found
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Display "name on account" under the "add bank" section of client accounts
When adding a bank account to a client record, there is no field to enter the specific name on the account - it is assumed that the client name matches the name on the bank account. This is not always the case.
Having an additional field here would be beneficial for confirmation and to avoid potential issues with the bank.
1 vote -
linking accounts
I know there are a couple of other of these out there but they've been dormant for some 4 to 5+ years..... Is there a reason why we have to link accounts individually to an activity instead of being able to select multiple accounts? Some screens we can select multiple options, other have to be done individually! This should be a no-brainer! Cmon Redtail, let's get moving on some of the old, ignored suggestions!!!!
6 votes -
Account Reports: "As of" date for account balances and positions
Please include "as of date" of the balance and positions in any of the account reports. The only place that happens is in the client's accounts positions screen but that is not printable. Thank you.
2 votes -
Vulnerable Adults with Diminished Capacity
There should be an option that would very clearly label a client that is a vulnerable adult or is someone with diminished capacity. It would be very useful if it were like the "This person is deceased" banner that pops up on contacts of clients who have passed. This banner could be bright yellow or something very obvious.
12 votes -
aum
Include a chart or way to track changes on the Dashboard. Even if it were to click into AUM, Contacts, Categories.. Include a way to TRACK THE CHANGES in all these metrics.
6 votes -
Ability to add to Asset Type under Assets & Liabilities
Add in Manage Database List, Asset Type under Assets & Liabilities. Currently you're not able to add selections to this database. We use Other a lot for our Asset Type which isn't helpful so the work around is to use the Name field to include the Asset Type that's not found in the drop-down box.
4 votes -
1 vote
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Flag accounts
Flagging a clients account will give us the ability to pay attention more to any particular client. This could be similar to when you mark a client deceased in Redtail, it's bolded in RED at the top of the page. This would make it easier if you are needing to grab the attention of your assistance, due to waiting on the client to call back in after several outgoing calls in attempt to get them on the calendar for an appointment. Or if your waiting on a payment from the client.
This would be very helpful.
Maybe a highlighter color…10 votes -
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.
4 votes -
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
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