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!
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.
323 results found
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add an "as of date" to estimated net worth- this changes!!!
either add ability to type it after the value-currently only able to enter numbers or have an as of button.
9 votes -
Reg BI
Is there a possibility of being able to capture the documentation needed for Due Diligence and link it to the appropriate Business Contact? I know we can create the contact and upload to CRM documents, but those are sometimes difficult to sift through. If we could select a company and then click on Due Diligence on the left and see the offerings and then the documents that would be excellent.
Furthering that idea is to identify vendors/sponsors from the get go when entering them as a contact. A simple filter question of “Is this a [carrier, vendor, sponsor] that requires…1 vote -
Make the important information icon flash
Have the important information icon start flashing when you first go to a contact record and stop flashing after you click on it. This will make it less easy to miss it and you will have to check it to stop the flashing.
5 votes -
Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.
Prudent Money deeply wants Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt and tasks. Rather than entering data content to both platforms. It would be easier to enter the info in either platform and the data could filtrate to the other platform to retrieve when necessary. Thank you! -Thia
1 vote -
map link
a link to a map feature next to the physical address of the client.
10 votes -
Be able to Archive an entire file.
Be able to Archive an entire file. Goal, only see file when we want to.
Example: When a prospect doesnt pan out, we want to keep the file and it's informaton; however, it would be "hidden" until we wanted to see it.38 votes -
Hover on Important Information Icon to Read Important Information
I want the ability to hover my cursor over the Important Information icon that shows us the information in that icon.
13 votes -
Trust Acct needs SSN and TID Option
Please allow us the option of choosing either SSN or TID when creating a new TRUST contact
4 votes -
Add client description field
Can we add a description field to the contact card for general client information all in one place?
13 votes -
Under Misc Client Info
We would like to be able to add to this category- we would like to have another option called - Medicare ID Number
7 votes -
Head of Household indicated in contact main profile
Would like see to within a contact record if they are the head of household without having to go into the family name to see if the individual is the head of household. Maybe add the house icon beside the contacts name in their main record?
12 votes -
Favorite
New favorite contacts is great. Would love to add via bulk.
31 votes -
Rearrange, move and sort the order of the phone numbers and addresses in Contact Card
Create a way to rearrange, move and sort the order of the phone numbers and addresses in Contact Card (not archive). Despite a thread that said this had been done, I don't believe it has.
16 votes -
Segmentation Field
It would be really nice to have a "Segmentation" field (customizable) so that we can simply input the segmentation of that client there, rather than having to use custom status, category, keywords, or tags. I can't imagine it would be very difficult but would be a much appreciated convenience.
3 votes -
We like to see important information at a glance.
Can we have an option for a self fill trust date? We use date and attorney initials. This would work best for us in the Client Details section.
Or in the least, an Important Information Box on the main page.
1 vote -
when the main crm is at half screen the speak box overwrites the contact details section
The web site (Redtail) is not responsive and does not adapt to the additional speak window.
5 votes -
Former Employer in KYC Professional Tab
A few suggestions:
1) Have Employment/Employer info all together in its own sub-tab in KYC section (separating it from Professional Contacts)
2) There is "occupation, start date, GAI $ and Retire date" but to this should be added the "former employer" which should be able to be populated by existing employers in the system. This way we can look at an employers record and see anyone who currently works here or who has worked here in the past. We would then also be able to click on the employer and it would take us right to the employer record. You…
7 votes -
Have a Do Not Call list
Implement a way for advisors to enter contacts to see if they're on the Do Not Call/Do Not Email list.
9 votes -
Family members (children) should easily be found on rt
clients children should be easier to locate.
7 votes -
Change Phone Type Default to Mobile
I would like to see the Phone Type default in a Contact Record changed to "Mobile" instead of "Home." Hardly anyone has a home phone anymore and it would save time in creating a client record if it would just default to Mobile. Thank you!
15 votes
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