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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. I would like to see the acct issue date from the accts page.

    I would like to see the acct issue date from the accts page.

    16 votes
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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  2. In accounts there is no drop down for TOD individual or joint

    In accounts there is no drop down for TOD individual or joint

    7 votes
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  3. 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.

    9 votes
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  4. Revenue Tracking on Individual Accounts

    Add the ability to compute two fields together (Account balance x Advisor Fee %) to generate a calculated revenue field.

    20 votes
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  5. Withdrawal Option

    Currently you can only update the payment section for monthly withdrawals or total withdrawals. I have many clients with annual or quarterly withdrawals that I cannot enter into the system.

    14 votes
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  6. 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.

    19 votes
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  7. 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.

    11 votes
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  8. Show Account Owner Name when "Show Family Accounts" is selected, Family tag is inconvenient

    When I have "Show Family Accounts" selected the best option I have to see which account belongs to which family member is to hover over the "Family" tag?? This will sound lazy, but that is a bit inconvenient. It would be much preferred to just have a column added when this option is selected that shows the account owner's name. Since this request has been offered and upvoted many times, I am sure others agree.

    13 votes
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  9. 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.

    12 votes
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  10. maturity

    Is it possible in Accounts top add field "Maturity Date" and have it appear in the General Info area, right after "Issue Date"?

    13 votes
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  11. Add a fund number column to the account assets

    The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.

    31 votes
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  12. Fund Number Column

    Add a column that includes the fund number in the fund breakdown

    30 votes
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  13. add a new status

    In addition to OPEN< CLOSED, etc add Refused Offer

    127 votes
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    28 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  14. quick close accounts

    When viewing a contact's accounts there should be an option in the drop down that allows us to close accounts that currently show as open.

    6 votes
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  15. Show fund number in the break down of an account

    When you click on the account in the clients profile it gives you a break down of the fund names and their tickers which is great! Can there be a column that includes the fund number as well? That would be very helpful

    39 votes
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  16. Show account product name on account page

    Show account product name on account page

    13 votes
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  17. 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.

    6 votes
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  18. Filling Account Fields

    When I type in something in an account field like the company and it is exactly like one of my choices on the drop down, consider that my way of selecting the existing drop down option. Like I type in LPL and it still suggests LPL. It wastes time having to select that to clear it so I can see the product type field. Its a little thing but could be a bit smarter.

    6 votes
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  19. Link more than two contacts as account owners

    I have a trust account with 3 trustees on it and I can link two of them as owners but not the third. I need to be able to link all of them. I would also like to mark them as Trustee, not owner. Basically you need a section in the account to Link contacts and let us pick the contact and what they are (similar to how memberships are linked)

    20 votes
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  20. Account Renewal Reminder Date - Auto Renew Feature

    The reminder date should have the option to auto renew until a particular date in the future to minimize the time to MANUALLY update this field.

    53 votes
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