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 Record: Include a 'non-binary' option for gender

    Contact Record: Include a 'non-binary' option for gender

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Advanced Search

    When doing advanced search in contacts there are WAY to many buttons to click. Its extremely time consuming to have narrow searches. It should be more selective, not drop downs that have to populate and click through a ton of options.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Redtail Mobile App 3.0+ View Household Members

    When going to visit clients we like to ask how the family is doing. While on the road we like to review the clients info so that we better know our client when we walk in the door. Names are important for us so If we can view household members and link them to a contact record that would finally allow us to move from Outlook notes to being fully covered with just the RedTail mobile app. I know there are similar ideas out there but with the new mobile app update I wanted to iterate how knowing our client…

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. A button to convert a opportunity into the contact

    It would be great if there was a button to convert an opportunity into a contact. Instead, a person needs to carefully copy all the information between the two

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Contact overview/Summary Always Visible on the main Contact page

    The main Contact page needs a section that does NOT require CLICKS OR SCROLLS for PERMANENT comments/ summary/ information for a contact. Ultimately we have been using the "important information !” button, but it is easily missed by users if they don’t click on the “!”. I think the header would be a perfect place for it as there is plenty of room. Obviously the section could be toggled on/off in the user options. The "Notes" section is nice, but not always visible. My biggest complaint with Redtail is the number of clicks necessary to get client information. - OR…

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

    11 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Retriever - Multiple Syncing Destinations

    Create the ability to sync different Quicklists to more than one destination folder in Outlook. For example, I would like to keep prospective client contacts separate from my active client contacts in both RedTail and Outlook. As of right now, I am only allowed to choose a single folder for contacts to sync into, no matter how many different Quicklists I have.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance

    On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance.

    64 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. need a feature to search for our own notes within the client's contacts.

    When I am in a client's account, I need to be able to search for my own notes under my name only. There are 5 of us at the office and we all write notes in each client's contacts.
    Please create a feature to just search for our individual notes. you can add it to Note Filters. They types in the Note filter doesn't help search for our individual notes. Thank you

    10 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. tax id

    Rather than formatting all trust ids in the TIN format allow the ability to enter as an SSN as many trusts are formed using the client's SSN.

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. "Married to"

    When in a contact where there are 2 people, under the name at the top left is “Married to” then the other contacts name.

    Is it possible to change the “Married to”? Maybe just call it “Connected to” since their marital status is listed in the contact details.

    10 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. Edit the Bolded Contact Header Name

    I have a client that got married. We need to add his wife's name to the header contact .

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. Email Templates by Roles/Folders

    It would be nice to send email templates that are broken up into different folders ie., Sales Folder, Customer Service Folder, Operations Folder.

    This way each role could find their email templates much easier rather than having to view every single email template in the system.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. DOD

    Add reminders for contacts DOD just as you do for DOB

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

    Add Religious Preference box so that we know whom we can’t and can’t call on observed holidays as well as what type of holiday cards we send at years end

    4 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. It would be awesome if from the search function I could hit "next" without having to go back to the clients' main page.

    It would be awesome if we could hit "next" on a client record after pulling them up in a search regardless of what page we're in on the client. For example, I am sweeping through all of our client accounts in the CRM for fee clients. I searched them, went into the first one, went to accounts, then had to go back to the client main page to hit "next" to look at the next contacts accounts. It would save a lot of time to be in accounts, then simply hit next for the next record.

    8 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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