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. Online or web link New Client/Prospect Data Gathering

    It would be great to have a link that is linked to our Redtail CRM where we can email that link to the new client. Client clicks on the link and is able to enter all information requested. This will be a HUGE TIME SAVER. Plus, we can collect all information from client instead of us calling client to gather information needed, to then realize that there is information missing. Also, we can add the link on to our website where new clients and prospects can go and fill out all the information needed.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. DOD

    Add reminders for contacts DOD just as you do for DOB

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Segment contacts by different colors on contact page

    We would like to be able to segment clients in Redtail by a different color header on their contact record.

    22 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. religious preference

    We should have a religious preference field in the contact record near the dob, marital anniversary areas, so that we could manage holiday mailings and respect holidays for clients.

    25 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. contact email

    Currently we have to save all old email addresses on the contact record page in order for old email history to be captured. Please add a way for us to "hide" the old email addresses on the contact record page. Some of our clients have multiple email addresses from their old employer's. Thanks!

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add "Referrer email" field under already existing "Referred by" Field or allow for a UDF of choice in Contact Details

    Currently if I wanted to send the referrer an email, I would have to:
    1. go to another contact and find email there
    2. Create a UDF which takes several clicks to get to and is in a different section

    It would be great to either:
    1. Allow user to add a field of their choice under "Contact Details" or
    2. Redtail to add "Referrer email" right under the already existing "Referred by" field

    This would allow for an email to referrer with just one click and easy to find

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Religious Preference

    Add Religious Preference box so that we know whom we can’t and can’t call on observed holidays as well as what type of holiday cards we send at years end

    4 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Please give option to show all appointments in same view as the past due and 30 days screen

    Can you add an option to show all future appointments and activities to the client screen instead of just Past Due and the Next 30 Days? We need to see further ahead than 30 days of what appointments or activities are coming. It is not efficient to have to run a report each time we want this information on a client.

    3 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. need a feature to search for our own notes within the client's contacts.

    When I am in a client's account, I need to be able to search for my own notes under my name only. There are 5 of us at the office and we all write notes in each client's contacts.
    Please create a feature to just search for our individual notes. you can add it to Note Filters. They types in the Note filter doesn't help search for our individual notes. Thank you

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

    Rather than formatting all trust ids in the TIN format allow the ability to enter as an SSN as many trusts are formed using the client's SSN.

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. "Married to"

    When in a contact where there are 2 people, under the name at the top left is “Married to” then the other contacts name.

    Is it possible to change the “Married to”? Maybe just call it “Connected to” since their marital status is listed in the contact details.

    10 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. add age to contact list in search

    Add contact age on contact search page in addition to name and status, etc. toggle on/off

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Personal Profile Form

    We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.

    30 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. phone number integrations

    Why does only the "home phone" integrate to paperwork/documents & not a "mobile" number when that mobile number is marked as "primary"?

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

    Please add a feature to the contact spreadsheet area to add or replace columns...so we can customize the contacts view....
    The contacts list we are referring to..we want to be able to reference specific information for several people quickly and sort.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Customize Dashboard

    be able to choose from entire database to customize your dashboard. Example: add tabs where it currently has tag groups, keywords, etc to be able to exchange or add options. For example, add professional contacts

    11 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. National Do Not Call Registry (DNC)

    I would like to see a tool or part of the service that Redtail offers that would scan phone numbers when added, and then on a periodic basis, for whether or not they are on the Do Not Call registry. The cost to purchase the entire data base is around $17,000/year. As an independent FA, I can’t afford that. If you use the free version, you can have five specified area codes, but those are not flexible. So as people move around the country with their mobiles – and keep their original phone number with the area code from that…

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Set Permission automatically for Quick List

    We have an assistant in our office and would like to share all our clients with a certain status automatically with her. This is not currently possible

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. MULTIPLE REDTAIL TABS OPEN

    It sure would help out when having multiple Redtail tabs open to have the contacts name appear in the tab instead of when hovering over the tab in just reads contact.

    6 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Beneficiary status

    We are creating beneficiaries as contacts to integrate with Kestra to create an account. We are making their status "Not specified". Is there a better way or can this be added as a selection under STATUS?

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