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. Can you add the Integration to Docupace to Common Tasks?

    Today, when on a contact record, there are Common Tasks list that has things like "Send to Laser App". Can you add an option to Send to Docupace Starting Point? Or, better yet launch all three Integration options to Docupace from Common Tasks?

    29 votes
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    9 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 2

    Because 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.

    42 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Link Multiple Contacts at once in Imaging

    Imaging allows multiple contacts to be linked to a folder. But each one has to be added individually. We should be able to link a husband and wife to their household folder without having to save the first person and locate the folder again from the home screen.

    39 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    14 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Misc Client Info Add Medicare Section

    On the same premise of the Misc Client Info with Driver License can we add a section where we can import our client Medicare Card information. We do Financial side of things but also have where we help our clients with Medicare Coverage. Us having this space to add the Medicare ID # and Part A effective date and Part B effective date.

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. add an client Advisor section to show attorney, cpa, etc

    add an client Advisor section to show attorney, cpa, etc

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Personal Profile Form

    We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.

    30 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Deceased Contact

    When a client is deceased, instead of having to put in their DOD, there should be an option to just mark deceased. So that if we don't know the DOD, the marker will still show up on the contact when you open it.

    27 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. When entering a new contact, and add their workplace, CRM creates a business contact as an additional client. Can this be eliminated?

    Eliminate automatic business contact when entering new contact place of business or workplace.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. days since last contact

    on the contact details section of the contact record page, an indicator of either the date when the client was last contacted or how many days it has been since last contact...probably the date would be the most ideal

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

    When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.

    19 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Changing a UDF takes too many clicks

    When a UDF is assigned to a contact and I want to change the value, it takes 5 clicks. Instead of having to click "edit" on the blue-arrow menu next to the UDF name, why not just be able to change the value right there on that screen?

    4 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. contact

    We'd like to post a note to our Client's main page (where you can see the Past Due & Next 30 Activities, the Contact Card, the Contact Details, etc) that anyone who has access to that client can see when the contact pulls up. Like a "pinned" note that never leaves, is clearly visible. Like Important Information, but visible at all times when in the Contact's Record, without the need to click anywhere else to see it.

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add an option for "ACH" or "WIRE" banking information

    When adding in contact's banking information, we should have the ability to select if the banking information is for ACH or Wire transfers.

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. have the ability to create custom banners for contacts

    For example: have a banner that indicates a contact is a top client; but we admins could freely create whatever banners they wish to use for their practice.

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. religious preference

    We should have a religious preference field in the contact record near the dob, marital anniversary areas, so that we could manage holiday mailings and respect holidays for clients.

    25 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. deceased but no date

    A way to make a contact as deceased, but without having a date of death. Sometimes we have contacts who have passed away, but we've not been given their date of death.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add "Estate" as a Contact Type

    Hi, we get a good number of estate accounts. I've resorted to labeling the contact type for these accounts as Trusts, however that is not very accurate. Could Estate be added as a Contact Type? Thank you.

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Segment contacts by different colors on contact page

    We would like to be able to segment clients in Redtail by a different color header on their contact record.

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