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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Personal Profile page to include "important items" information

    Can you add a place to print the Important Information to the Personal Profile page so that we can see "important items" when we print that and or have a place that we can summarize important info and see the summary when we print the personal profile form.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. your change reducing the view of a note to 3 lines

    your change reducing the view of a contact note to 3 lines is a bad decision. 3 lines will often not be enough to decide if it is the note you are looking for or enough to determine the topic of the note. PLEASE either go back to the 6 - 8 - 10 lines... i don't know what it was... i didn't count since i had no idea you were going to change it. OR give us an option to choose our set up to show 3 lines or 8 lines. thank you Erin Carper

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Riskalyze on frist page of contact record

    Is is possible to move the client's risk number to the main contact page? For those of us that pay for this product, it would be nice to not have it burried in "accounts", the burried in the riskalyze logo. If you are going to have an integration with Riskalyze, and a tight one as it appears from all the joint webinars, this should be a feature that should be front and center in a location advisors can use. No one goes to page 2 of a google search, this should be no different

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Date stamp on archived addresses

    We LOVE that we can archive addresses but would also love to see a date stamp with the archived address. You have to go to Timeline to see the date.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Text multiple contacts on a group client text through SPEAK

    to be able to send a text through SPEAK to 2 clients at one time. i.e. a husband and wife.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Edit the Bolded Contact Header Name

    I have a client that got married. We need to add his wife's name to the header contact .

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Transfer UDFs automatically from a deceased client/head of household to surviving spouse as a new head of house instead of one by one

    Transfer UDFs automatically from a deceased client/head of household to surviving spouse as a new head of house instead of having to do UDFs one by one

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Email Templates by Roles/Folders

    It would be nice to send email templates that are broken up into different folders ie., Sales Folder, Customer Service Folder, Operations Folder.

    This way each role could find their email templates much easier rather than having to view every single email template in the system.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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?

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. add an client Advisor section to show attorney, cpa, etc

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

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    45 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. occupation

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

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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?

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base