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. customize contact field

    Would like to be able to have custom field in client record. I would like to be able to search and run reports based upon this field. i.e how often client wants communication. If monthly, be able to run a monthly report of upcoming phone calls and monthly call of monthly meetings.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Head of household contact info should auto populate to living spouse record

    When a head of household dies, the living spouse becomes head of household. When I make that switch, none of the contact information carry's over to the new head of household record, so I have to re-enter. should this not be automatic?

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

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

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

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    30 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Contact overview/Summary Always Visible on the main Contact page

    The main Contact page needs a section that does NOT require CLICKS OR SCROLLS for PERMANENT comments/ summary/ information for a contact. Ultimately we have been using the "important information !” button, but it is easily missed by users if they don’t click on the “!”. I think the header would be a perfect place for it as there is plenty of room. Obviously the section could be toggled on/off in the user options. The "Notes" section is nice, but not always visible. My biggest complaint with Redtail is the number of clicks necessary to get client information. - OR…

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add field to "Contact Details" section

    Would like to see a field for "Preferred Contact Method for Communications/Reminders" in the "Contact Details" section.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. occupation

    I would like to see occupation listed on "contact details"

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Be able to add a field for County on Contact Card

    We would like to see the ability to add Countys to the Contact Card for addresses instead of a keyword or UDF

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Hearsay texting platform integration

    My b/d requires we use Hearsay as our texting solution if we choose to communicate with clients via text. I know that RT has a texting solution already but I'm asking that you guys add an integration with Hearsay to copy texting conversations to the appropriate Contact record in RT

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. sorting with first name

    Currently, the contact list is sorted by last name then first name. Can we also allow for sorting based on first name then last name?

    Thanks.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Remove Extra "Tab" When Copying Addresses

    If you copy an email address by highlighting right to left, then paste into Outlook, it shows up with a blank space (as if you hit 'Tab') before the address.
    This does not happen if, while highlighting, you take care not to move your cursor any further than the bounds of the data, but this is impossible when you're in a hurry.

    There has to be some sort of spacer in the web page that's getting copied. Can this be remedied?

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    10 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    27 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. scan business cards into Redtail

    Can we scan business card into redtail directly

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add 'nickname' as a Zapier connected field.

    I find the Zapier functionality fascinating. Please add 'nickname' as a Zapier sync-able (is that a word?) field. Thank you.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. delete phone line

    Be able to delete phone # line when client drops land line

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Retriever Cloud sends contacts to Outlook without mapping the "File As" field

    The "File As" field is vital in Outlook for ordering records, rending the lookup of these records less efficient in Outlook.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add a "sub category" underneath the category section

    Hello!

    I'd like the opportunity to have a "sub category" underneath the category section.

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