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. Form CRS Delivery Documentation

    Please rename the BICE field under accounts to "Form CRS" so we can document Form CRS delivery under the new Regulation Best Interest (Reg BI) requirements.

    96 votes
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    7 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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.

    19 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    This 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!

  3. 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.

    37 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    This 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!

  4. In accounts we should be able to add a place to name the account and not just see the account number

    In the account section, it would be great to have a place to put in the name of the account as opposed to just seeing all of the contacts account numbers.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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…

    1,874 votes
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    94 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Ability to set privacy settings to client account values

    We are wanting to set privacy settings to Client Account Values. We We have multiple advisors that share a crm w/ privacy settings for notes and activities just for their team. The date base owner and admin have access to see all the accounts. This works great, except that any user can click on AUM from dashboard and proceed to see client name, account type, and balance. This is would be great to be able to set privacy settings to this as well.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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!

    23 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Contacts > Accounts > all accts showing as "Other"?

    Please import the Account Type and Acct Name/Title from Orion. When I look up a Contact, it just shows Acct #, Other, and Balance... not very helpful when a client has a bunch of accounts and every other system shows the Title and Type correctly!

    12 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household

    Would like button to automatically update/add contact information to spouse or other contact in a household. Currently I have to copy and past from one record to another each contact item at a time: phone number, street address, city, state zip. Issue exists when adding new contacts or updating address/phone for existing contact.Have to update both contact records manually.

    82 votes
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    3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Automatically update Marital Status to Married if attached as a spouse

    When you create a new client and list their spouse's name which also creates a client record, it would be great if we didn't also have to list under the contact details that they're married. It should be automated since we listed a spouse for them.

    77 votes
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    4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  11. unlinked accounts notification

    We would like a notification/alert somewhere on the Today's Overview page that there are unlinked accounts. We shouldn't have to take the extra step of clicking into the accounts tab to find out if we have new unlinked accounts. We do this several times a day when we're looking for new accounts... it's an unnecessary step.

    Please consider making a change to the word "accounts" at the top of the today's overview page when new unlinked accounts are present. Maybe it could be bolded or change color. Something to signify that there is a reason to click into this tab.

    25 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD so that each account that pulls from your feed wether its DST Vision or Albridge Solutions etc that it will show who the owner is and how it is titled, along with another with this all showing on the Reports. Right now we pull up RT or a Report of accounts and there is no ownership designation so could be an IRA or NQ or Joint we wouldn't know... Please have this viewable in RT and on the reports.

    239 votes
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    21 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Add Rate Class field for ALL life insurance types

    Why is there not a Rate Class field for Universal Life policies including Variable? There is for Term Life but not for these. This information is important for any type of life policy.

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

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  14. Tailwag - Add "Account Balance" field in advanced search.

    Tailwag - Add "Account Balance" field in advanced search. I would like to be able to view individual account values not just portfolio value

    13 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Block viewing rights to individual investment accounts within a particular client's account.

    It would be helpful to block viewing rights to individual investment accounts within a particular client's account, without blocking the entire client's record. We have some staff members that have been able to integrate their outside investment accounts into their own Redtail client records, but do not want the entire office to view these outside investment accounts.

    3 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Account Risk Tolerance and Time Horizon Fields

    It would be nice if the fields under an Account for Investment Objective, Time Horizon, and Risk Tolerance could match up with those of my BD new account forms. Currently only the Investment Objective list can be modified in RT. Could you make it so we could modify the lists for Risk Tolerance and Time Horizon as well thus creating a list of choices that match up with those of our respective BDs?
    Thanks.

    289 votes
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    22 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Mask client account numbers

    Mask client account numbers, or give an option to hide it. This is a confidentiality issue.

    9 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Account Nickname

    Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks

    38 votes
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    3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    This 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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