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. clone a contact

    Please add a cloning option, super helpful for entering spouses plus we have two departments who keep separate records so for a husband-wife we have to enter the SAME info FOUR times!

    20 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  2. 8 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  3. Freeze the Name/status/category/source/type heading in contacts

    when you start scrolling you can no longer see contact options, or the headings for Name/status/category/source/type

    15 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  4. When adding employment to a client please don’t automatically create a separate contact for the employer

    When adding employment to a client please don’t automatically create a separate contact for the employer

    28 votes
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    6 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  5. Duplicate Contact Alert - Display Existing Contact

    When adding a client I love that you tell me now that the new person may be in the system but what I don't love is you don't show me that contact so I have a chance to see if it is really the same person or just someone with the same name.

    9 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  6. required fields so all database is same regardless of who is adding

    when adding a new contact to redtail i would like to have certain fields be required to be completed before it will allow you to save the contact in redtail. Because we have 6 staff, want to make sure that every client record/prospect record looks the same. For example, if you do not put in first and last name, phone number, DOB, email address, the writing advisor, gender and client source - it will not allow you to save the record.

    This will ensure that every contact looks the same and that we do not have any missing data. It…

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  7. adding contacts

    A data base is only as good as the data entered. We have multiple users and it would be extremely helpful if I could limit who adds contacts to the data base.Also, limit who can add to the source list, type list etc. In other words, be able to limit a user's access to the data in the data base, be able to add notes and activities on the calendar.

    16 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  8. When adding a new contact, please add an option i

    When adding a new contact, please add an option in the Permissions area to restrict to a "user" not just a team. This is an unnecessary step and inefficient use of time. Thanks!

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add optional gold background color where contact name is

    The reason for this is to know who has everything with us at a glance. We did this at Wells Fargo, US bank and Bank of the West to know top tier clients. This would be a powerful simple add on.

    16 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  10. Data Entry

    When adding a spouse on the contact add screen, we should be able to select their specifics as well. If adding a new contact, such as a beneficiary, through the family screen, it should update with the parent information such as advisor. Permissions should automatically be assigned to all family members once the family is established. We shouldn't have to go back and edit all those fields with every new contact. Spouse should also carry the permissions assigned when added at the same time as the individual.

    3 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  11. data entry

    When adding a contact's spouse, please make it match what the other spouse's contact status and category. Or at least let us data enter that info at the stage. This causes a lot of "not specified" contacts.

    Also, when you add an employer that is not already in the database, it makes the status "not specified". Can this be changed to "Business" instead. Then we can change it later as needed.

    16 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Contacts Through Business Page

    I know that you can add a client through the contacts. However, when adding businesses, you have to go out and to the contact portion of the site to add a contact and then link. Can you change it so that I can, within the business, click Add Contact. This can be someone that is already in the system or else a brand new contact.

    Also, when adding a contact to a specific department (within a business), they do not have their own contact page and are unable to be searched from the site.

    Finally, If I were to click…

    10 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  13. add option to use custom label when adding phone # for new contact

    be able to choose daytime, evening, work or cell

    7 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  14. different contact types

    It would be really helpful to have a couple more categories to choose from when you add a new contact. Individual, business, association, trust, or union, don't really apply to a few of the contacts (which are insurance, annuity companies, etc., in this case). We can't categorize them as businesses because we already have a group of contacts labeled as this for a different reason. It would be awesome to have a "company" option to choose from as well.

    18 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  15. Data import

    We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.

    59 votes
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    6 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  17. make entering a group of contacts into two databases easier without having to manually enter each one twice.

    make entering a group of contacts into two databases easier without having to manually enter each one twice. We have aseveral reps who share business/clients and we have to change from one database to another and duplicate work entering the contact twice.

    6 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  18. Entering new contact

    When entering a new client, if you accidentally navigate to a new topic, it would be nice if the system would prompt you to save the contact before moving from the page. I just upgraded to Tailwag yesterday and twice I have been entering contact details, accidentally hit the wrong key, got switched to another section of Redtail and lost all the data I had just typed in.

    22 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  19. when you add a NEW client

    entire left side of the options should open DIRECTLY instead of having to close and re open each box individually the initial iinput should be a simple one time task

    11 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to add spouse DOB and edit spouse status from the Add Contact screen

    Currently if you want to add a spouse DOB or change them from a Not Specified contact to a Prospect-Spouse, for example, you have to wait until you are done creating the contact and them open the spouse's profile separately to add that information. It would be nice to eliminate this step by allowing that info to be entered at the same time you create the initial contact. The previous version had this capacity and it changed with the new version.

    785 votes
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    20 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
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