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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permissions and roles
Ability to Edit Roles and add new Roles to fit team descriptions closer.
48 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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Allow a child contact to be part of 2 different families
Allow a child contact to be part of 2 different families. This would work for adult children and for children with divorced families.
17 votes -
Contact information important
It would be nice if there was a way to email a client a "form" to fill out with their contact information that then auto imports back into Redtail. And of course it notifies you when a new contact has been added.
14 votes -
Adding POA in the upper information on client rather then just having spouse ad a place for the POA that is acting on behalf of the client,
Adding POA in the upper information on client rather then just having spouse ad a place for the POA that is acting on behalf of the client, this would allow anyone accessing that client that to know the correct contact person
5 votes -
access "Departments" in the app
I have a lot of information and contact people listed in the "Departments" section. This is not currently accessible in the app.
4 votes -
Contact picture PDF
We usually scan our client's licenses into our system or clients send their license as a PDF file. It is very time-consuming to convert these to our a .jpg Any way to upload their license as a .pdf so we can add a contact picture for them?
7 votes -
Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.
We have used the terminology of "Primary" and "Secondary" Advisor for our clients. To keep it consistent with what we have done, we would like to be able to edit the current system.
Also, we would like to be able to add another role called "Relationship" advisor.
38 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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Link a contact to Multiple Folders in Imaging
Currently we can only link a contact to one folder in imaging. It would be helpful to allow 2 or more folders for clients who have both personal and group retirement plan accounts.
Example of my Imaging Library:
-Client 1
-Client 2
-Client 3
-ABC Corp 401(k)
*Participant A
*Participant B
*Client 2Because Client 2 is already linked to their "personal folder" I can't link them to their own sub-folder within the 401(k) plan. When viewing in the CRM, I won't see these documents unless I remember to manually search for them.
66 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 household
It would be great if you had the little orange house that shows on the search list who is the head of the household. It impacts the eMoney integration and some other things so it'd be nice to see the house when I have the actual contact open.
4 votes -
PRINT ENVELOPE FROM INSIDE CONTACT- Choose Label
You can print envelope from mail search screen but while you were in the contact - if you could click on the drop down to the right of the address and click LABELS and then you would print the label as you do on the Name search results screen it would be faster- Even if it could be an option in the COMMON TASKS - Paula Garman
2 votes -
Identity field
Add a field in the update individual demographic box for a place to enter information to help with client identification for people that have similar names, ex. Stuart A. Snell (father) and Stuart A. Snell (son). We had Skip's son in the nickname field and FMG Suite sent a birthday greeting titled Skip's son. It would help our new rep know which is which since he isn't as familiar with clients yet. It comes up when you pull the client up instead of having to search their demographics for it.
2 votes -
Change "Head of Household" language to "Primary Contact"
"Head of Household" auto-populates into LazerApp forms and the language is a turn-off for many clients. The default should be "spouse" or "primary household contact"...
8 votes -
4 votes
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Business Contact Optional
We would like the option NOT to create a business contact when a new contact record is added. In addition, the functionality to delete a business record. It is clogging up the contact view. Thank you.
7 votes -
Date of Birth and SSN viewable on the landing screen for the client's contact page
On the top of the client's contact page, there is a lot of unused space that I think should be used for the contact's Date of Birth and SSN. It would be very nice to not have to scroll down when trying to obtain these basic pieces of information. Thank you.
3 votes -
Add another default option in Preference
On the Today page, left column, select contacts automatically defaults to the favorites. When I select contacts, I prefer to have all my contacts listed from A-Z to show...Not favorites. Either move the favorites tab as a secondary option or create a default under own individual preference.
5 votes -
I like the new feature that when I search for a client that they show up as a menu underneath. But, I noticed that the search will not incl
I like the new feature that when I search for a client that they show up as a menu underneath. But, I noticed that the search will not include nicknames. For example, when I search "Matt" it will not show up if there actual name is Mathew... Or searching '*' will not show up if there name is Richard even if the nickname is filled in as '*'.
8 votes -
Moving Driver's License under Contact Details
Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information
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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Reg BI
The BI Dates - appreciate the fields but needs to have some additional features and capabilities.
The Report - Fiduciary Client Summary includes this information, however this specific field is not searchable. The effective date was 7/1/2020 - having the ability to filter by date of even accounts opened would be great, but CRS date Sent and Signed is NOT searchable so you have to pull the existing report export to Excel than do a Data Sort because of all the additional fields that are imported.
Even though the BIA was not required to be signed by the client it…
12 votes -
Local time
Allow me to remove "Local Time" It is not needed and will clutter the screen. I know some people might like it, so allow it to be turned off.
3 votes
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