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. Be able to add a field for County on Contact Card

    We would like to see the ability to add Countys to the Contact Card for addresses instead of a keyword or UDF

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Hearsay texting platform integration

    My b/d requires we use Hearsay as our texting solution if we choose to communicate with clients via text. I know that RT has a texting solution already but I'm asking that you guys add an integration with Hearsay to copy texting conversations to the appropriate Contact record in RT

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. sorting with first name

    Currently, the contact list is sorted by last name then first name. Can we also allow for sorting based on first name then last name?

    Thanks.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Remove Extra "Tab" When Copying Addresses

    If you copy an email address by highlighting right to left, then paste into Outlook, it shows up with a blank space (as if you hit 'Tab') before the address.
    This does not happen if, while highlighting, you take care not to move your cursor any further than the bounds of the data, but this is impossible when you're in a hurry.

    There has to be some sort of spacer in the web page that's getting copied. Can this be remedied?

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add an option for "ACH" or "WIRE" banking information

    When adding in contact's banking information, we should have the ability to select if the banking information is for ACH or Wire transfers.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Link Multiple Contacts at once in Imaging

    Imaging allows multiple contacts to be linked to a folder. But each one has to be added individually. We should be able to link a husband and wife to their household folder without having to save the first person and locate the folder again from the home screen.

    21 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. have the ability to create custom banners for contacts

    For example: have a banner that indicates a contact is a top client; but we admins could freely create whatever banners they wish to use for their practice.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. scan business cards into Redtail

    Can we scan business card into redtail directly

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add 'nickname' as a Zapier connected field.

    I find the Zapier functionality fascinating. Please add 'nickname' as a Zapier sync-able (is that a word?) field. Thank you.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. delete phone line

    Be able to delete phone # line when client drops land line

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. Retriever Cloud sends contacts to Outlook without mapping the "File As" field

    The "File As" field is vital in Outlook for ordering records, rending the lookup of these records less efficient in Outlook.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add a "sub category" underneath the category section

    Hello!

    I'd like the opportunity to have a "sub category" underneath the category section.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Address Updates

    When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. "Last Updated" Add to Contact Details/Card

    A "last updated" section to the contact details, and contact records would be nice. That way we can see when we last updated their records for client record upkeep.

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Hover to view address long description

    When you hover over a phone number on a contact card, it displays the long description (if any exists). I would love to see this behavior for addresses as well -- at the moment you have to click into the editing box to view any additional information in the decription

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Custom export template;

    Please add spouse email to the choices for the template. We communicate with clients and spouses.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. organize contact card

    It would be helpful to have the ability to organize the contact card emails and websites in a way that is useful to us, like alphabetically for example.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. highlight small note up by client name on top

    Next to client name at the top, so you see right away when you go to their contact, have a highlighted spot (roughly 80 characters) for important information that can be changed at anytime. I.E. client baby due date, spouse just had heart attack, client has onset of dementia.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Stop Important Info pop up box moving when resizing

    Please Stop Important Information pop up box from moving when resizing.

    After the CRM update the week of 10/21/2019, the important information pop up box floats, when trying to resize.

    In Chrome, the box moves down, when trying to expand the box.

    In Firefox, the box chases the mouse. Once the attempt has been made to resize the box, then it is impossible to get to the "Update Important Information Button". I have to hit the refresh button to get out, and all new information is lost.

    Jordan Word took a video, ticket # 1063970. Thank you.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Deceased Contact

    When a client is deceased, instead of having to put in their DOD, there should be an option to just mark deceased. So that if we don't know the DOD, the marker will still show up on the contact when you open it.

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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