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 List

    Add an option to have the option of removing "Company" listing as a separate entity on the contact list

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 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.

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. religious preference

    We should have a religious preference field in the contact record near the dob, marital anniversary areas, so that we could manage holiday mailings and respect holidays for clients.

    25 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    22 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Options for a condensed client record view

    I would love to see an option for a more condensed view of the website. I have to have the window very wide to be able to see the full menu on the left side, and there is excessive "white space" throughout the window. Back when I used to use ACT!, I was able to see everything for a client in one window, without having to scroll or go to different parts of the contact record (and, monitors were much smaller in those days!).

    Maybe there could be an option to add widgets and customize the experience? And allow for…

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. phone number integrations

    Why does only the "home phone" integrate to paperwork/documents & not a "mobile" number when that mobile number is marked as "primary"?

    20 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Trusted Contact to the phone number options

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

    24 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. CONTACT DETAILS/ Marital Status ---

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

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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

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

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

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. primary home address

    first home address entered into redtail should be automatically considered the contact's primary home address. this should not be left to staff to remember to check off box. i can see if contact has more than one address, that a primary would need to be selected. but if there is only one address, than the one address is the only and primary address. please update software so that this is default and automatic setting.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add field to "Contact Details" section

    Would like to see a field for "Preferred Contact Method for Communications/Reminders" in the "Contact Details" section.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Business contact

    You should be able to run a report of "departments" in business contacts.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. search

    When searching a name there should be an option to have results populate within the "search contact." For example, if I type in "syd" the results should pre-populate below before hitting "enter."
    There should also be an option where I type "syd hor" and press enter and all the results for those figures should populate. This would make searching much easier.

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