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.
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  1. Switching Family Head

    When switching a family head of household all contact information should remain on both profiles. Currently the information remains with the former head of household and we have to key in all the information to the new head of house hold.

    18 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  2. Additional family options (not in the 'Membership' page)

    Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.

    13 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  3. deceased

    Would you consider making the Contact a different color if the status is deceased? This could help when pulling up contacts or when looking at the family. Thanks!

    16 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  4. Anniversary duplication

    When you create a family and the husband/wife syncs together, you should also sync the anniversary dates. Currently, you have to input the anniversary in both contacts. It would save time to only input it on the head of household and then it syncs if you have created the family and put married.

    4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  5. Dependent Types Add customization for them

    in the family's section. for Dependent Types Add customization for them i.e. Pet to the options current list child, grandchild, other would like to add our own custom types

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  6. household

    When creating a Household/Family name it requires "and" instead of "&". I feel like this started somewhat suddenly a year or so ago. If I forget then when I run reports it comes out as "&"

    11 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  7. In the family tree, the trust needs to able to be added as a bene.

    In the family tree, the trust needs to be able to be added as a bene. rather than going to memberships. That field is not intuitive.

    13 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  8. Household

    Wed like to have the ability to capture and reference data under the HOUSEHOLD name/title (Ex. James & Virgina Smith) - - - with all the contacts info, notes, documents, etc able to be STORED & ACCESSED under that combined title. Ideally you could introduce the OPTION of storing data at the individual level - - - by clicking on the individual within the household. But otherwise, its maintained collectively/centrally - - - within the household.

    It would also be helpful to see LINKED/associated contacts (Ex CPAS & ATTYS) on the home page - - - in addition to DEPENDANTS.

    18 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  9. Adding a "deceased" tag to the "married to" section on contact record

    It needs to be more apparent when on viewing a contact's profile that their spouse is deceased. Right under the contacts name lists who they are married to, but you won't know they are deceased unless you click in the profile or family tree. Please stop the insanity of unnecessary clicks and add a flag or something that shows the spouse is deceased within the "married to" area!

    86 votes
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    6 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Family Name Option for Businesses

    Give the option to give businesses a family name (you could call it business name or something different but have it work the same). We often invite businesses to events with other clients and when we pull labels with family names, we have to go in and manually add the name of each business because only their address appears on the label. We also have several businesses where we may want to send it to someone's attention and could do that in the family name because if we do it in the address line 2 spot then the city/state/zip don't…

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  11. 12 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add section for Original Depositor Information

    I don't want to create a new contact, but the DOB, DOD, and SS# for the original depositor of a person's beneficiary IRA is good information to have on hand.

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  13. A child is not necessarily a dependent!

    We deal with many multiple-generation families, and the problem we have with the current family screen is that, when linking a child to the family, the Head of Household address and home phone number automatically populates in the child's record. This creates such a mess since the vast majority of our 'children' are grown adults with their own contact information. We don't use the family feature at all for exactly this reason - it completely screws up the child records. PLEASE allow us to link children without the parent info flowing through to the childrens' records.

    21 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  14. Family member relationship

    Two things here...
    1) When a client's marital status is Life Partner, the basic info at the top of their profile lists them as "Married to" when they are not actually married, hence being life partners. So...
    2) In the family member section, can we have a relationship that is Life Partner, but that has the family member stay in the spouse position?

    20 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding Dependents

    Is there a way to add a dependent to a clients household when the person that we would like to link is already a head of household too? When I try to add a family member it will not populate her name that is already in our data base. It makes me set up a new contact than then all her information is blank if we open it under her parentr.

    11 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow the option to choose Family Category or Group Category

    A Group Category would be helpful for Simple IRA Companies with many participants, trust accounts, corporations or investment groups with several participants. The membership feature is not easily accessible like the Family Name link and seem more logical for CPA's, attorneys or other professional links to a client.

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  17. Household Accounts

    We are interested in being able to assign our accounts to a household, instead of a single contact. For example, if a household has a joint account, we can only assign it to one contact. We wish there was a way to see a household and all of the accounts that fall within their control.

    8 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  18. Personal profile form needs a place for children & grandcildren & their birth dates

    It would be nice to have a place for children, grandchildren and their birth dates

    7 votes
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    3 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  19. Entity as own family/household for client relationship count purposes

    I want to get a number of how many households we have total but run into issues with entities. One issue that already has a suggestion is to be able to include entities in a household (so a trust can be grouped under the family that runs it). But I also want the ability to make the entity be its own household. This is so I can then run a search for all contacts that are clients and head of households so that the count of search results would then be equal to my total number of client relationships.

    15 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  20. When is RT going to offer the choice of Daughter or Son instead of Child??

    This has been mentioned many times before - why doesn't RT offer the choice of Daughter or Son, instead of "Child"......it's a bit bothersome, and inhibits a clear picture of the client and his family.

    8 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
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