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. Under client licenses create section for their FINRA CRD #

    Under client licenses create section for their FINRA CRD #

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Make the sub-Contact lists "movable"...especially Memberships

    I am constantly going into Memberships and would like to be able to get to it a little quicker than having to go to "more" and then drop down the list. The ability to rearrange those Contact choices would be great.

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

    Make Birthday Reminder List:
    1) month by month via 12 individual links for each month (like on old redtail)
    2) Exportable to xcel BY MONTH
    3) Sendable to preset envelopes already uploaded to RT BY MONTH

    Currently, Birthday reminder list is a separate list from an advanced search of EVERYONE with that month's birthday. Custom search includes more people than just the birthday reminder list. This forces the user to cross check birthday reminder list for the month against the list that will him/her to print directly... it's not efficient. Forward looking 30/45/60 days for birthdays is appreciated, but not…

    30 votes
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    4 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Important Information

    This box houses tons of "important" client info. But the edit box that opens up is too small. Please make the edit box the same size as the Impt Info non-editing box. Additionally, we need a print option for this. It seems like unnecessary steps to make us copy and paste the info to a word document just to print this... There are already too many clicks to navigate through Tailwag.

    6 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Tracking maiden names and name changes.

    A long-time client gets married, you make the changes in Redtail, but you know them by their previous name. It would be helpful to have a way to pull them by their maiden names, without having to hyphenate it for the sake of being able to pull it. A way to link a maiden name, that is no longer a legal name, to the new married name.

    138 votes
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    7 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Please change coding so that we do not have to select and copy a link then paste into our browser address bar. This is archaic. thanks

    Please change coding so that we do not have to select and copy a link then paste into our browser address bar. This is archaic. thanks

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. 9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Completing a phone call should be easy

    Completing a phone call should be easy...it should automatically have the current time and not necessarily a completed time. Whenever an activity is set the end time should be adjust by the default time period accordingly.

    10 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Link Activity Location to Contacts

    It would be great if the location would link to contacts, so that you could indicate that the meeting would be at a client's work place and the address would be displayed...

    13 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Bulk Add Employer Details

    Please add ability in bulk actions to add an employer to a bulk list of people.

    23 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. 11 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. quick log a phonecall button

    It would be nice to have the ability while in a contact to be able to hit one button specifically for a phone call.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 2 way synch with Mail Chimp

    When Mail Chimp captures a prospect's contact information as a result of a mailing, I'd like it to automatically create a client record in the CRM. Infusionsoft does this.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. Customizable Features

    Make Tailwag more customizable friendly. If in an activity and looking for a completed activity with a specific category allow a user to do a quick search while in that contact record with all specific categories for that one specific person without having to go to the activity by contact report. Make category, subject, location, assigned to, etc all like excel where you can double click and it will organize them in a specific order.

    14 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. enhancement suggestion to adding a business entity

    Would be most preferred and more efficient if one could populate the individual names of people associated with a business at the same time the business is being entered. Further and MORE IMPORTANTLY, could you please move the "individual Contact" section under Businesses to the TOP of the page instead of the bottom. With it way at the bottom, I am more inclined to enter businesses as individuals just so this information is located near the top of the page.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add an option for name pronunciation

    We have several clients with unusual or difficult to pronounce names. Right now, we keep information on pronunciation in the Important Info section, but it would be really convenient to have this displayed more prominently or closer to the name on the top of the contact record.

    73 votes
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    Received  ·  2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add -update Contact Details to the drop down list

    Short cut list from blue arrow drop down next to contact name, needs to have "Contact Details" in the "go to" list options.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. 6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Contact Listed with Changes Made

    When we change the address or info on our client profile. It says which user made the change but not who the change was made on. Please make it so the Contact Name is included in the update log.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Duplicating/Copying information

    When adding a contact to their employer, can there be a feature so that their work information (office address, etc) can be copied over from the employer contact and vice versa? Or when updating a business, can there be an option if you're updating the address to also update it for their employees (so we don't have to update the same information multiple times)?

    25 votes
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    3 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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