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. Add Status (and Category) columns to Membership (pdf) report

    Add Status (and Category) columns to Membership (pdf) report so it is complete and same as Memberships tab. For instance, if a member is deceased this is not evident by the report.

    1 vote
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  2. archive social media posts and blogs

    It would be great to have a social media archiving solution inside the redtail ecosystem. Bonus points if it can tell who is a member of our company facebook group or a linkedin contact and indicate that in redtail.

    8 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sorting in Memberships

    It would be nice if under Memberships, All Family are lumped together and then all other memberships are lumped together. This would be very helpful in making the report cleaner.

    8 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  4. membership

    In the membership section, please allow for fields to be customized to be able to include 'departments" for large organizations (i.e. a broker/dealer) so that we can quickly search for contacts in a specific department

    4 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  5. Membership Report for Individuals to Include Contact Info

    Would love for the individual membership report to include contact information, as well as the names and relationships.

    4 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  6. membership automatic set up

    It would be nice if some of the membership relationships could be set up automatically when the membership is intuitive. Maybe an option or check box that says, "would you like to automatically add this relationship to: bob brewer, jenny jones and michelle miller". Lets say steve brewer, bob , jenny and michelle are all brothers and sisters; kate brewer is steve's wife . I add mike brewer as steve's father. It would be nice if redtail could figure out that mike is also bob, jenny and michelle's father as well as kate's father-in-law. This issue gets compounded when you…

    18 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  8. memberships

    Memberships should have a field showing the contact title and/or department -

    9 votes
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    2 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  9. Family Membership

    When I call two people sons of a married man, after i enter the 1st kid the system should ask me to clarify the relationship of the kid and the wife. On the second kid the system should ask my to clarify the relatinoship of the 2nd kid and the wife as well as the 1st kid and the 2nd kid. Otherwise

    3 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  10. great grandchild

    Please add Great Grandchild and Great Grandparent in the list of membership categories.

    5 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  11. Trustee info

    Add the ability to show trustees on the first page instead of having to go to more and then memberships

    17 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  12. Children are either children, grandchildren or other.

    I would like to see Niece, Nephew, Great grandchild, neighbor, friend sibling (in the case of one being a dependent)

    12 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  13. Connect Owners and Businesses

    You should be able to toggle between an Owner's contact page and their Businesses - especially as you will speak to an owner about their Profit Sharing Plan whose assets must be under the business as their
    business ID is attached to it.

    7 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  14. Include photos of members on membership report

    Would be great to have photos on the membership report. If we're preparing for a meeting with an employer we could print off the membership report with names and photos to review ahead of time, which could greatly assist in rapport building.

    6 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  15. When entering membeship information in a clients contact and it is a husband and wife household, have the membership also show in the wife's

    Having the memberships in both the husband and wife without a separate entry to add them to the wife's record would be a time saver.

    10 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make it possible to have an individual be a member of more than one family group.

    We have multi-generational clients who are head of households as well as beneficiaries of their parent AND aunts/uncles.

    166 votes
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    4 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  17. memberships

    Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.

    65 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  18. head of household

    When a dependent child becomes an adult child and becomes a legitimate client, they also need to be identified as a Head of Household in the Redtail. To do that, the adult child can no longer be referenced as a member of the family through the Dependent field. Can you please allow ALL children, adult kids and minors, to continue to be referenced as part of a family without having to: 1) remove them as a DEPENDENT, 2) go through multiple clicks to then add them back them as MEMBERS to the mom, the dad, the brothers, the sisters, etc.…

    46 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add searching for memberships

    to be able to bulk update membership contacts. so say a user has an association with 200 memberships (club members, perhaps) and they want to do a bulk update on all of those contact members - there's not really an easy way to do that without a membership search or even a membership send to search.

    25 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  20. I need to see clients trust accounts on their Contact page.

    When my clients are trustee or beneficiary on a Trust account I need to see that relationship on the Contact page. Currently only accounts in the clients SSN are included in AUM on the Contact page. Linking the client to the Trust in memberships does not show up on the Contact page. The only way I can relate the client to the trust is through personal knowledge. If I am looking at the Contact page and do not recall they also have a Trust account there is nothing there ont the Contact page to remind me.

    42 votes
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    2 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
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