Redtail 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.
323 results found
-
Contact Name in Open Tab
When a contact is open in an internet tab, it would be nice to add the name to the open tab(s) since I flip back and forth between different contacts and I know I am not the only one that works off of multiple tabs.
44 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
notes comments should be viewable on the notes screen without having to click on them
notes comments should be viewable on the notes screen without having to click on them. Also, they should be able to be linked to another contact along with original linked note.
44 votes -
License Type Database List
The license type database list is incomplete. While adding licenses for advisors, I was unable to add Series 1, Series 22, Series 31, and Series 53. I submitted a ticket to support technology but I was told that this feature is unavailable, and they suggested that I post it as a suggestion.
44 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Name in "Referred By" window be hyper-linked to Contact's Record
Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.
42 votes -
Gift Log
Add a Gift Log - A way to track what each client has received and when they received it and then to be able to pull reports.
42 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Add More Marital Status Options
Right now there are only 7 Marital Status options: Divorced, Life Partner, Married, Separated, Single, Unknown and Widowed. I would like Redtail to add "Divorced and Remarried" and "Widowed and Remarried" as two new options. If there is a change in divorce law, we'd like to filter our clients and send correspondence to any client who is divorced or has previously been divorced, but Redtail only allows the marital status of a divorced and remarried person to simply be "Married". Additionally, a widowed and remarried person often has different estate planning goals we should be sensitive to (i.e. leaving inheritance…
42 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Establishment Date (Trust/Business/Associations ect)
It would be very productive if we could have the establishment date field in the contact details section for entities. Usually on account paperwork the establishment date is required so having this information in the contact card just as it for birthdays would be very beneficial for entity clients.
41 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Distinguishing minor children from adult children
It would be ideal to be able to distinguish minor children (who need to have the same contact info as the parent) from adult children (who need different address/phone, etc., from the parent), yet still be able to see them in the same list (not half in Memberships and half in the family area).
41 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
UDF Value Appearance
When we're typing in the UDF sections; whether in contacts or accounts, it would be great if the breaks we enter would correspond with what is shown after the UDF is saved.
For instance, I use account UDF's to track RMD's. So mine might look like this:
2017 RMD amount for account = $***.xx
2017 RMDs total = $xxxx.xx
Total 2017 Distributions = $xxxx.xx
However, when I save and close the UDF, it doesn't read the same on the screen. The page breaks basically don't exist, so the note doesn't have lines where I want them to be. It would…
41 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Support hyperlinks to web addresses in User Defined fields
Having the ability to populate user defined fields with web hyperlinks would be very useful.
41 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Home address vs. other preferred mailing address
Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.
40 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Be able to Archive an entire file.
Be able to Archive an entire file. Goal, only see file when we want to.
Example: When a prospect doesnt pan out, we want to keep the file and it's informaton; however, it would be "hidden" until we wanted to see it.38 votes -
Pronounciation of Names
Please add a field for the proper pronunciation of the name
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Auto-Assign CSA Role Based on Advisor
It would be nice to, upon creation of a new client record, assign the CSA Role automatically based on the Writing and Servicing Advisor combinations. i.e. If the new contact's Writing Advisor is John and Servicing Advisor Joe, the CSA role would automatically assign to Jane.
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.
We have used the terminology of "Primary" and "Secondary" Advisor for our clients. To keep it consistent with what we have done, we would like to be able to edit the current system.
Also, we would like to be able to add another role called "Relationship" advisor.
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
zapier
Create contact updated trigger event in Redtail for Zapier so we don't have to manually update records like its 1995.
36 votes -
Allow the view of the contact/all the data to be customizable
We would love to be able to move things around under the contact. For example we frequently look at the "important information" tab and would like to be able to move that up above the notes. We would move things around based on our needs and what is most important to see.
35 votes -
Eliminate automatic business contact and automatic owner contact
Please eliminate the automatic business contact AS WELL as the automatic owner contact when entering a trust in the account section.
35 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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
35 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
App/Connector for Microsoft Teams
An app or connector for Microsoft Teams. We use Teams for our phone system. Would be nice it would automatically look up client and pull the record up in teams. Also just having access to contacts in Teams app would be very convenient.
34 votes
- Don't see your idea?