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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Accounts
Show "OWNER" as a Column in Family Accounts tab or Show "ACCOUNT TITLE" in the Family Accounts Tab
10 votes -
Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
18 votes -
update account status
Hello I am one of the administrators for Accelerated Wealth Colorado Springs office. I need the ability to add/or change the Status under the Basic Information "update account" area. As it stands there is only "Open, Closed, pending, and under review". Having only these is not adequate for many situations, for our company. Allowing us to add is what is being requested. Thank you.
7 votes -
Account Summary - as Excel Document
Allow us to create a custom report to pull any field from the database. For instance, currently, a custom report is unable to pull the ownership information. Would love to have that ability.
10 votes -
Add additional fields uner the Bank tab that allows us to categorize type (ie checking, savings, money market), title, and voided checks
You have the space for 3 more fields on this tab. Let's use it :)
Add a dropdown under the Bank tab that allows us to categorize the account as Checking, Savings, or Money Market.
Also add a "Title" field that allows to type in the exact name on the account.
Finally, add a Yes/No field for "Voided check on file?"
Currently I am putting all that information under the Name field, however this poses problems when I'm using that field to import into account paperwork.
8 votes -
Account Rider
In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.
14 votesRedtail’s Product Owner has read the 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!
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life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
34 votesRedtail’s Product Owner has read the 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!
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Populate calendar with annual review based on Effective date or Issue date
Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.
14 votesRedtail’s Product Owner has read the 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!
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Customizing Accounts Bar
It would be great if we could be able to customize the accounts bar, the last field is currently balance, which doesn't relate to our field and we hate seeing that $0.00 in that column.
15 votesRedtail’s Product Owner has read the 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!
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Albridge feed
Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.
23 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Make Albridge downloads more detailed; they are too basic.
Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.
43 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Sort Accounts & Assets by Balance
We would like the ability to sort by balance in two areas:
1) Contact Level - To sort accts within a contact from highest (at top) to lowest value.
2) Account Level - To sort assets within an acct from highest (at top) to lowest value.12 votesRedtail’s Product Owner has read the 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!
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Import Account Transaction Data
Import Account Transaction Data: Can u add ability to import account transaction data from any feed connected. I.e. TDAI or an insurance company, etc ....
27 votesRedtail’s Product Owner has read the 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!
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insurance
There should be a seperate section for insurance products rather than lumping them together with investment accounts...unless its a cash value policy. Implement the seperate section so that all the various insurance data options are available to customize for Term life, LTC, disability, health, auto, casualty, etc.
61 votesRedtail’s Product Owner has read the 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!
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Include Life Insurance in " Accounts"
I would like to include my life insurance clients in accounts, Face Amount, Premium, date issued, etc. and be able to add the cash value as part of the" balance" of all assets.
32 votesRedtail’s Product Owner has read the 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!
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Remove Closed Accounts from Reporting Under Account Type
When you click on accounts and see the graph for what type of accounts make up your client base, the closed accounts are still reflected. This does not depict an accurate picture of our clientele. Including the data skews what type of accounts we should be focusing on for our firm. Please do not include closed account in reporting function. They are closed and should not be considered relevant data to the existing database. However we should not have to delete them entirely because we might have important notes of past history tied to those accounts. Just disable them from…
81 votesRedtail’s Product Owner has read the 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!
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RMD Value & Information section
In the account section, I'd love to have an area specifically for RMD info.
There is the general info section, which duplicates the issue date (listed in the account dates), the cash value and as of date (which duplicates the account assets balance), face value (which duplicates the coverage info), surrender value and as of date, loan balance, asset rebalance and rebalance frequency. Why can't an RMD info section be added, or the general section modified to include 12/31 year end value, RMD value, a check box for auto RMD, and that type of information? I'd love to be able…
1,985 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contacts > Accounts > Display Account Title/Name
Contacts > Accounts > Please add a column to display Account Title/Name so that we know which account is which from the titling!
49 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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advanced search feature - account balance
on the advanced search fields we can search by portfolio value but not by individual account value. please add that search field.
this allows us to search and find zero balance accounts or any accounts under/over certain values for opportunities.
thank you
48 votesRedtail’s Product Owner has read the 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!
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Sort Columns in Account View
On the accounts page, i would love to be able to sort by account type or company. the account number is actually the least helpful thing to sort by.
18 votesRedtail’s Product Owner has read the 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!
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