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!
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323 results found
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add memo feature
When entering a new contact record or updating a contact record, it would be nice to see a memo feature added. For instance, in the phone numbers section. There maybe different departments within a company/vendor. Nice to document which number will get you to which department.
4 votes -
Zip Code Formatting
You have made changes to your zip code formatting which cause errors for international clients. Your format is xxxxx-xxxx. This converts a non-US zip code into 00012-3456 which is incorrect for mail merges, documents, etc. Your zip codes should be formatted based upon client's country of residency.
1 vote -
marital status
Deceased individuals should have no marital status. Can we add a deceased contact choice in Marital status. Unknown is not accurate. Also even when updating the survivor in a marriage its still lists surviving spouse as married even when adding widow. This also needs a fix
12 votes -
Speak - Flag on Client Record?
Can you add an auto populated field to the client record in RT that give a clients speak Y/N speak active flag. This will allow for a quick reporting on who is active with Speak. Speak reporting does not give a quicklist, you have to filter, etc and still not just Y/N active with Speak.
8 votes -
Personal Profile Form
We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.
49 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Remove SEI marker next to contact name when client no longer holds SEI assets.
It is inaccurate to have SEI marker next to client name when they no longer hold any assets with SEI.
Work with SEI to remove.3 votes -
When you are in Favorites - press a letter and jump to the first last name with that letter
The new favorites feature will list out all the contacts who are started. When you are on that page, press a letter and it will jump to the first name with that letter. I would prefer to have it search last name.
Maybe also have a quick search box at top so you can type in few letters and it will bring up contacts with that last name match of 2-3 letters.
1 vote -
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.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 #.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact List
Add an option to have the option of removing "Company" listing as a separate entity on the contact list
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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no primary address checked off
staff forgets to check off as primary. no mail goes out. no mail merge. whose idea was it to require a primary. whose idea was it to bolden address to tell that it is marked as primary, no one can see that. lost opportunity, missed touches, time consuming.
4 votes -
Ability to add additional address types on the contact card
We would like the ability to add different types of addresses on the contact card. For example, "Physical" (currently Home, Work, Other, Mailing).
4 votes -
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
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customize Dashboard
be able to choose from entire database to customize your dashboard. Example: add tabs where it currently has tag groups, keywords, etc to be able to exchange or add options. For example, add professional contacts
35 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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AutoLink Contact by Email
We use the GoToMeeting function in Outlook which easily generates a task in Redtail via Tailwag/Zimbra. It would be great if Redtail could develop functionality to link a contact record based on the email in the appointment scheduled in outlook.
6 votes -
Ability to sort/move contact info sections
Please add the ability to personalize the order of the sections under a contact record. Currently, the order is:
Contact Name
Accounts
Activities
Documents
Etc.At least half of these are unused by our company. It would be really nice if each user, or even the company admin, could arrange these so that the most used sections are at the top.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Segment contacts by different colors on contact page
We would like to be able to segment clients in Redtail by a different color header on their contact record.
32 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"
Currently, after a household/family is created, the contact record shows "Married to {spouse name}" under the contact's name whether the Marital Status is set to "Married" or "Life Partner". It would be great to see this say "Partner to {partner name}" when the Marital Status is set to "Life Partner".
59 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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