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. copy entries

    At my insurance companies each individual policy holder gets their own entry. However, husbands and wives often buy their individual policies at the same time and usually name their children as beneficiaries. The information is usually identical for every single field. It would be great if an entire entry could be copied, and then edited for the few changes, e.g. name, mobile, SS#, etc. Tks

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

    Hello!

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

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. "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 →
  5. 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 →
  6. 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.

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

    I would like to see occupation listed on "contact details"

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Transfer UDFs automatically from a deceased client/head of household to surviving spouse as a new head of house instead of one by one

    Transfer UDFs automatically from a deceased client/head of household to surviving spouse as a new head of house instead of having to do UDFs one by one

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please correct military Job Titles or remove Junior, Senior. e.g., Junior Enlisted E1-E7 is not correct. Junior enlisted is E1-E6, etc.

    Please correct military Job Titles or remove Junior, Senior. e.g., Junior Enlisted E1-E7 is not correct. Junior enlisted is E1-E6, etc.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. RMD Ages in Contact Information

    Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!

    66 votes
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    7 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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".

    25 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. customize contact field

    Would like to be able to have custom field in client record. I would like to be able to search and run reports based upon this field. i.e how often client wants communication. If monthly, be able to run a monthly report of upcoming phone calls and monthly call of monthly meetings.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Head of household contact info should auto populate to living spouse record

    When a head of household dies, the living spouse becomes head of household. When I make that switch, none of the contact information carry's over to the new head of household record, so I have to re-enter. should this not be automatic?

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add the picture from the app

    the ability to add the contact picture right from the APP make the most sense. I would like to see them a little bigger on the page as well.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. non-linear2: My brain loves non-linear, whole views. The big picture.

    And I'd love to be able to track tasks for a client by viewing everything -- all the current & upcoming tasks for that client and maybe an aggregate of clients: all on one page. Not linear. An overview. Overview -- so my team & I can see the same thing and where each other is with this client.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add riskalyze to main contact record

    I was wandering if you could add the riskalyze score on the main page of a contact record? There seems to be plenty of empty space next to the clients nae that a small version of the Risalyze speed limit sign could go in.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. HOw to change from Head of Household

    Easily CHANGE Head of Household when they MARRY another client

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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?

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

    Can we scan business card into redtail directly

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Past Due and Next 30 - View ALL

    Under Contacts > Client Name > On the Client Past Due and Next 30 Days tab... can you add all future activities to the client screen instead of just Past Due and the Next 30? I don't want to just see 30 days out. I want to see all the events/activities that are scheduled.

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