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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  1. Add Contact

    In the "Add Contact" section allow to search by 'nickname'

    16 votes
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    Received  ·  2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  2. In Contacts why not keep all of the basic client info together?

    You have the basic client, then family, then spouse, then address, then d.o.b., social, etc. By that time I don't know if I am posting info for the client or the spouse. Why not keep all of the client info together, then add the spouse info. Name, address, phone number, d.o.b., etc. for the client, then move on to the spouse's info.

    12 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  3. Please put "Client Since" box on basic information page.

    Right now you have to enter all the client's basic information and then actually pull up the client to enter the year. It is cumbersome and easy to forget. The year they became clients is important to our firm. It could go right under servicing agent and writing agent boxes.

    7 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  5. 10 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
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