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. CONTACT DETAILS/ Marital Status ---

    Sure would be helpful to have an option for Common Law in the Marital Status options.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Being able to arrange contact card

    Being able to arrange the contact card, possibly with a drag and drop feature. Or possibly set that up in preferences so all contacts are uniform.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Changing a UDF takes too many clicks

    When a UDF is assigned to a contact and I want to change the value, it takes 5 clicks. Instead of having to click "edit" on the blue-arrow menu next to the UDF name, why not just be able to change the value right there on that screen?

    4 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. contact

    We'd like to post a note to our Client's main page (where you can see the Past Due & Next 30 Activities, the Contact Card, the Contact Details, etc) that anyone who has access to that client can see when the contact pulls up. Like a "pinned" note that never leaves, is clearly visible. Like Important Information, but visible at all times when in the Contact's Record, without the need to click anywhere else to see it.

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.

    We have used the terminology of "Primary" and "Secondary" Advisor for our clients. To keep it consistent with what we have done, we would like to be able to edit the current system.

    Also, we would like to be able to add another role called "Relationship" advisor.

    14 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. permissions and roles

    Ability to Edit Roles and add new Roles to fit team descriptions closer.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Moving Driver's License under Contact Details

    Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information

    10 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Retriever - Multiple Syncing Destinations

    Create the ability to sync different Quicklists to more than one destination folder in Outlook. For example, I would like to keep prospective client contacts separate from my active client contacts in both RedTail and Outlook. As of right now, I am only allowed to choose a single folder for contacts to sync into, no matter how many different Quicklists I have.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Misc Client Info Add Medicare Section

    On the same premise of the Misc Client Info with Driver License can we add a section where we can import our client Medicare Card information. We do Financial side of things but also have where we help our clients with Medicare Coverage. Us having this space to add the Medicare ID # and Part A effective date and Part B effective date.

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. deceased but no date

    A way to make a contact as deceased, but without having a date of death. Sometimes we have contacts who have passed away, but we've not been given their date of death.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. When entering a new contact, and add their workplace, CRM creates a business contact as an additional client. Can this be eliminated?

    Eliminate automatic business contact when entering new contact place of business or workplace.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add "Estate" as a Contact Type

    Hi, we get a good number of estate accounts. I've resorted to labeling the contact type for these accounts as Trusts, however that is not very accurate. Could Estate be added as a Contact Type? Thank you.

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. no contact by phone

    The current No Contact report needs an additional option. This report was available prior the Tailwag transition. We need a way to run a report to see if a client was "truly' contacted by phone (phone call out - phone call incoming - phone call left msg). Meaning, a note or email will not cause for the client to not be generated on the report. This report is important to advisors wanting to remain in contact with their clients and find any that, for whatever reason, have not been contacted. Kindly take the actions to implement this addition for a…

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. user mail merge

    In ACT!, users were tied to their own Redtail contact records, and the user data drove mail merges etc. It would be great if I could launch a mail merge template and Redtail would KNOW that I (the user) am going to sign it, so it would pre-populate my name and title based on my contact record. This was how ACT! did it.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Personal Profile page to include "important items" information

    Can you add a place to print the Important Information to the Personal Profile page so that we can see "important items" when we print that and or have a place that we can summarize important info and see the summary when we print the personal profile form.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. your change reducing the view of a note to 3 lines

    your change reducing the view of a contact note to 3 lines is a bad decision. 3 lines will often not be enough to decide if it is the note you are looking for or enough to determine the topic of the note. PLEASE either go back to the 6 - 8 - 10 lines... i don't know what it was... i didn't count since i had no idea you were going to change it. OR give us an option to choose our set up to show 3 lines or 8 lines. thank you Erin Carper

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Riskalyze on frist page of contact record

    Is is possible to move the client's risk number to the main contact page? For those of us that pay for this product, it would be nice to not have it burried in "accounts", the burried in the riskalyze logo. If you are going to have an integration with Riskalyze, and a tight one as it appears from all the joint webinars, this should be a feature that should be front and center in a location advisors can use. No one goes to page 2 of a google search, this should be no different

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Date stamp on archived addresses

    We LOVE that we can archive addresses but would also love to see a date stamp with the archived address. You have to go to Timeline to see the date.

    5 votes
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  20. Text multiple contacts on a group client text through SPEAK

    to be able to send a text through SPEAK to 2 clients at one time. i.e. a husband and wife.

    3 votes
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