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. broadcast email

    If I run a quick list to show all clients that have email and a husband/wife both have the same email in their records, the broadcast email gets sent twice to the same address. I currently have to review hundreds of contacts and uncheck anyone that has a duplicate email. I would like the system to disregard duplicate emails and only send once for each email provided

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  2. Contact Entry: Default Type = Home

    it would be helpful if the Type drop down boxes (Address, Phone, Email) all defaulted to Home, rather than blank as it is now.

    17 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  3. add the ability to move contact info up or down to change order

    Add the ability to reorder the contact record. Sometimes we run a mail merge and the address, phone number and email address aren't in the correct order, so we get blanks on our reports.

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  4. Kristina Lovitt Nov 14, 12:13 PM PST I would like to add a column for Family Names on the main screen where we look up all of our contac

    Kristina Lovitt
    Nov 14, 12:13 PM PST
    I would like to add a column for Family Names on the main screen where we look up all of our contact records so that we can see that they have a family name set up because that is how we pull our holiday card lists, etc. We have pulled a report and then found out by accident that they were missing their family name so it did not pull them onto our list. Can you help with this?

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sort Seminars by Date of Seminar

    Seminars are sorting by date added, not the date of the seminar when choosing a seminar from a contact.

    2 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  6. Copy Roles selection to the Spouse in a new contact

    Now that you can select Roles in the Contact Add Screen, could the system copy those Roles to the spouses record, if they are also setup in the same screen? I noticed that Permissions copy over, but the Roles did not.

    15 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. add Charity, Religious Organization and non-profit as options to type of contact

    Please add Charity, Religious organization and non-profit organization to type of contact.

    10 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  9. spouse

    Add Spouse info on New Individual page

    The only info you can add for Spouse on the new client page is name and job info. Then you have to go into the spouse after saving to add contact details, DOB, SSN etc. It would be great if all that info could be added on one page. And it would be helpful if the servicing and writing, status, category etc would copy over to the spouse.

    22 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  10. Set Roles when Creating new Contact

    When adding a new contact, we can set the permissions (which is a great addition, thank you!) but you can't set the roles without going into the contact page. It would be useful to be able to set the roles there in the create screen because we have workflows that automate when a new contact is added. Right now they default to one person, because if the workflow automates and the roles aren't set, it assigns to no one. If the roles are set in the contact creation screen the the workflow could be assigned to the appropriate person based…

    15 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  11. Client's Assistant Contact Info

    Under the Contact Card within the Individual Client Page there should be a category called "Assistant" where we can add in the contact information of a clients personal assistant or office assistant.

    10 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  12. 24 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  13. When entering a new contact we need an option for ESTATE

    When entering a new contact we need an option for ESTATE

    4 votes
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    2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Permission to multiple teams/ users on Contact add

    Add the ability to permission to multiple teams when adding a new contact. Use case- 90 advisors and servicing/ writing advisor dont work for 178+ rep code combinations

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  16. Require certain fields in contact creation

    Require certain information be filled out when adding a contact, like Email, Servicing Advisor, Writing, Advisor, Status, and Category. Let admins customize which fields they will require.

    7 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  17. Client Detail Section: need "Add'l Info"" line to list client meeting preferences as multiple office staff schedule but not aware of prefs

    Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  18. Preferred selection on Add Contact screen

    Currently you have the option to select a primary contact method on the Add Client screen. Please add the option to mark a contact method as preferred also.
    When we're sending out broadcast emails, we have to do a database cleanup before each distribution. Setting clients up with a preferred contact on the front end would save us time when prepping mass communication. Thank you!

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. Allow easy import of contacts from Apple

    For someone who has a lot of contacts in the Apple “Contacts” application, it would be nice if we could easily import specified contacts or even do bulk imports into Redtail CRM. Apple Contacts already allows for various contact data bases, including Redtail to be included, but there doesn’t appear to be a simple way to migrate a contact from one data base simply into Redtail.

    3 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
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