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.
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  1. Add a pop up window to temporarily be set on a contact.

    For example if the scheduler is trying to set-up an appointment with a client. she could create a pop up window that would come up any time another team member went into the contact. This way the other team member could help get the client to the scheduler. It would help service be more coordinated.

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Remove "SEI" Icon Next to Contact Record Name

    We stopped feeding SEI account values to the CRM because we do not want this integration set up anymore. After we stopped the feed, I noticed that the "SEI" icon next to the contact record name never deleted.

    We have a lot of clients in the CRM who no longer have a SEI account so it would be great if Redtail would have the ability to remove the SEI icon especially when it is no longer applicable to our clients.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Return to Search Button

    I would love to have the Return to Search (Prev or Next) on any screen

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Having some form of integration with phone lines that can pull up a contact when a client calls in.

    Is there any way for RedTail to pop up a client contact if they were to call in? Insurance agencies have this solutions available and it would be easier for note taking and being able to readily have their information.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Display Head of Household

    Display who the Head of Household is on the contact record

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. custom reports

    I would like to create a custom report using the same available choices as the export feature. Basically - let me pick the fields I want on the report and print it as a form.
    Present form options don't give me enough info and custom export doesn't give me the info in a meaningful way (I would have to export excel fields into a pdf).

    David

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Contact Forward (For unusual spellings of names, etc.)

    We have several people with unusual spellings. We can not put them in the Nickname as we use this for mailings. I would like to be able to create a contact that would open up the real contact. For instance, we have a contact with the name Daune (french spelling). It is pronounced Don. I have had to combine his contact as the person looking up his name assumed that he wasn't already in the system, since they could not find Don LastName and I am afraid it will happen again. You can't see notes or important information on every…

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Trusted Contact to the phone number options

    Add trusted contact option for phone number and/or contact information

    5 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. opptunity

    Great we can now see Opportunities..but need to show as column 2 the LINKED CONTACT with the opportunity. PLEASE.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Drivers license info feed into Laser App

    Drivers license info feed into Laser App as well in contact data

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. contact card to include spouse/partner

    When I click on a contact card, from the calendar, for example, it would be helpful if the contact's spouse/partner also showed so that I didn't have to go into the whole contact to see if they're married and to whom. When I call a client, I like to know if the spouse might answer when it doesn't matter whether I talk to client or client spouse.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Common Tasks-Personal Profile idea

    It would be helpful if you would include the following on the Personal Profile under Common Tasks:
    STATUS, SOURCE,REFERRED BY,SERVICING ADVISOR, AND CLIENT SINCE

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Common Tasks-Personal Profile idea

    It would be helpful if you would include the following on the Personal Profile under Common Tasks:
    STATUS, SOURCE,REFERRED BY,SERVICING ADVISOR, AND CLIENT SINCE

    0 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. The ability to attach a picture of the Driver's License to the ID area

    Click on the DL or ID number and it bring up a photo or copy of the ID

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. work anniversary

    In the client profile, it would be nice to have the option to add a work anniversary in addition to wedding anniversaries and client anniversaries.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Permissions viewable in Contact Details

    ADD Permission's and Role to be viewable in the Contact details in the main screen of clients conttact record.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Import More Data Points via Zapier

    Have to update what can be imported from Zapier. Only the name and category/status at this point. Ideally you would be able to pull in a phone number, email, address, any data point you want. Hard to see why that can't be built out.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. How can we add facebook lead information fields (email, phone and source) into the CRM using Zapier?

    Right now, I'm able to use zapier for importing leads from Facebook, it only allows me to import the first and last name. Is there a solution to import other fields like phone number, email and contact source?

    To be clear. I'm collecting leads from facebook and using zapier to import into Redtail CRM.

    4 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Preferred Note

    Have a limited character “quick note” line under the Contact Card section. Could be used when hovering over a client on the calendar, you can see if they prefer call, email, or text confirmations for appointments.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. mobile app - cannot add SSN

    cannot add SSN on mobile. Seems like a pretty basic function that should be added.

    3 votes
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