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. 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
    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. 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
    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. "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
    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. 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
    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. 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.

    33 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    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. 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
    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. 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
    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. 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
    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. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    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. Add a pop up window to temporarily be set on a contact.

    For example if the scheduler is trying to set-up an appointment with a client. she could create a pop up window that would come up any time another team member went into the contact. This way the other team member could help get the client to the scheduler. It would help service be more coordinated.

    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 →
  14. Remove "SEI" Icon Next to Contact Record Name

    We stopped feeding SEI account values to the CRM because we do not want this integration set up anymore. After we stopped the feed, I noticed that the "SEI" icon next to the contact record name never deleted.

    We have a lot of clients in the CRM who no longer have a SEI account so it would be great if Redtail would have the ability to remove the SEI icon especially when it is no longer applicable to our clients.

    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 →
  15. Return to Search Button

    I would love to have the Return to Search (Prev or Next) on any screen

    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 →
  16. Display Head of Household

    Display who the Head of Household is on the contact record

    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 →
  17. custom reports

    I would like to create a custom report using the same available choices as the export feature. Basically - let me pick the fields I want on the report and print it as a form.
    Present form options don't give me enough info and custom export doesn't give me the info in a meaningful way (I would have to export excel fields into a pdf).

    David

    2 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. Contact Forward (For unusual spellings of names, etc.)

    We have several people with unusual spellings. We can not put them in the Nickname as we use this for mailings. I would like to be able to create a contact that would open up the real contact. For instance, we have a contact with the name Daune (french spelling). It is pronounced Don. I have had to combine his contact as the person looking up his name assumed that he wasn't already in the system, since they could not find Don LastName and I am afraid it will happen again. You can't see notes or important information on every…

    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 →
  19. Add Trusted Contact to the phone number options

    Add trusted contact option for phone number and/or contact information

    24 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. opptunity

    Great we can now see Opportunities..but need to show as column 2 the LINKED CONTACT with the opportunity. PLEASE.

    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 →
  • Don't see your idea?

Feedback and Knowledge Base