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. Tag cloud!

    Please add a Tag Cloud function! This is a great way to visualize the Tags!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Commission Schedule in Accounts Set up.

    I would like to see a commission dollar and percentage option. Portfolio balance is fine but most life insurance and annuity sales are commission based.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Default addresses for ALL contacts affiliated with a company should be the company address……and if the guy or girl works out of the company

    Default addresses for ALL contacts affiliated with a company should be the company address……and if the guy or girl works out of the company address the user would put in that address.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. email from membership

    trying to email the membership of a company but the only way possible is to add them to a quick list or cut and paste all their emails to one message. It would be nice to select from membership which contacts you want to include in a broadcast email.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. add Kolkata to India address choices

    add Kolkata as "state" option for India address choices

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. add priority (high/low) to broadcast emails

    all email clients have this option, we should add this for users using the internal email client.

    1 vote
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. A way to link your user defined fields with your calls.

    That when a call comes in, it would link to user defined fields option of last contact.

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  8. Lilnking account information

    Are account documents eventually going to be linked to the accounts they belong to as they were previously under the Leapfrog system? Also, under the previous system when you entered documents into the system you could link them to an account under the edit function as well as rename the document. This is now a two part function. The system will not accept similarly named documents (ie: Withdrawal Request" "Beneficiary Change" PAC Change" This means if a client has more than one similar change on an account you have to either word it different or devise some sort of code…

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Navigate to Account Overview on Search on Account Number

    when entering an account # you go directly to that account, not the person's name 1st

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. add the ability to track IRA

    Add the ability to track if a client has funded their IRA for the current and prior year as well as the amount. The same feature also for if a client has withdrawn money from an IRA for the year. I would like to see it be able to be linked to the accounts section for the client as well and searchable.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be nice if you could pick what boxes are defaulted on the all accounts tab. It has things like products which i dont care about bu

    It would be nice if you could pick what boxes are defaulted on the all accounts tab. It has things like products which i dont care about but I do want to know if it is an IRA or A Roth or a NQ account.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Please add the feature for us to be able to count activities

    When select all, it would be nice to know how many activities we have

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add to Tax Qualified Type - Defined Benefit Pension Plan

    Add to Tax Qualified Type - Defined Benefit Pension Plan

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. I should be able to receive notifications of the note I just documented for a folder. As I record multiple notes in a sitting, I count on r

    I should be able to receive notifications of the note I just documented for a folder. As I record multiple notes in a sitting, I count on receiving these emails to remind me of the assigned tasks to me. I do not want to have to remember which notes and folders I documented to be reminded of my tasks. Receiving this email notification was a simple process to keep me organized. Now you have removed a very useful process that worked for me up through April of 2019

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Need to be able to default to view completed activities in a contact record

    It would be nice if under preferences you could default to view completed activities in the contact record like you can for the calendar.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. It would be really great if we could edit the color choices for the current day

    It would be really great if we could edit the color choices for the current day. I have trouble finding the current day, with it being light yellow.
    Thanks

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Beneficiary

    How do you run a beneficiary report where the primary beneficiary is listed first. The report appears to list the primary and contingent in the order they were entered; even when using the edit function.

    In other words, how do we get the primary to list on top without having to delete the existing entry.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Identifications

    Please add an additional ID type option of Social Security, to allow a second place for additional family ID#s to be stored. Thank you.

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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