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. Allow businesses to have nicknames

    I would like to be able to add a nickname to a business contact, and not just an individual. This allows for more flexible searching.

    For example, if there was a business named Main Street Center for Dental and Orthodontics, a lot of people would just use the acronym MSCDO because it's easier. I want to be able to searcy by MSCDO, but I don't want it to appear on their mailings. A nickname field (like individual clients have) would be perfect for that purpose.

    Thanks!

    32 votes
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    4 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add the Save & Clone to Transaction Function

    This is a function we use daily and having multiple transactions to post it is a huge timesaver. This function is one reason we have not completely switched to Leapfrog. We would also like Save and New added, but it is not as critical as Save & Clone.

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a Referred by Date field (under Contact Details)

    place under the Referred by field. We would like to track WHEN we receive referrals.

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. 2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Business Phone Should Default to 'Work' Type

    From user: When within a business record and entering details for phone number (via "Contact Card"), the default phone number populates to "home" phone number...nirvana would be that it defaulted to "business".

    1 vote
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add "Years Until Retirement" next to Retirement Date in Know Your Client

    This would be a helpful feature for quickly looking at a clients record to determine the number of years until they retire. Once we type in the clients birthday and retirement date, the system would calculate the number of years until they hit that retirement date. Much like the anniverary or birthday counting feature. Thanks!!

    23 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    131 votes
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    14 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. 2 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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