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!
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132 results found
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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!
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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!
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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!
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change next review to next review due
On the front page of the contact record along the top where it says next review. That is just when it is due based on KYC, so it should be labeled NEXT REVIEW DUE not next review. It is misleading that there next review is actually set already for that date instead of just being due based on the KYC info.
34 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!
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contact details
It would be great to have a custom box within the contact details that could be hidden or shown. It would have the option for custom drop downs and content. We do Medicare and Redtail is geared for finance. Not so much insurance. We could add a person's Medicare number, Eff date, etc. There is an Identification area but it does not work for Medicare
32 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!
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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.
32 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!
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Fix Contact Photo
Allow us to upload an image that is not square, we previously would upload all client Driver's Licenses, and crop the photo! It was great, we had a Client photo for everyone and quick access to all their DL info. It now cuts off the edges since no State has a square DL. Please fix this, this is a deal breaker for me.
31 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!
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Head of Household Display
Please add some sort of indication on the client profiles for the head of household. Maybe a green box around their profile picture or even just say "head of household" beside their name. I don't care what it looks like but we need some distinction.
31 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!
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401k Clients & Prospects
Make Redtail more user-friendly and appropriate for 401k/403b/Etc. advisor services. If the contact is a business and a client or prospect - it should have options to record: Plan type, Assets, participant count, service providers (recordkeeper/TPA), and plan number. Not information like male/female, age, height, weight, citizenship, etc. None of that information is appropriate to a business,so there should be fields that would automatically change input information required depending on if the contact record was a business or an individual.
31 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!
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Husband & Wife as One
Many of my married clients share everything, some even only have one email that they share. What is difficult currently with RedTail is that everything is recorded separately. So notes, emails, documents, reminders, etc. are only connected to one of the two contacts. It would be extremely helpful if we had an option to link the two so that everything that I see in one contact (notes, emails, documents, reminders, etc.) will also show on the other. So no matter which of the two spouses that I open, I will be able to see everything.
It would also be nice…
30 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!
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Text multiple contacts on a group client text through SPEAK
to be able to send a text through SPEAK to 2 clients at one time. i.e. a husband and wife.
30 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!
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POA/Primary Contact
If a client has a POA then it needs to be something that there is a place for to easily record, like under important information. If that POA happens to be the point of contact, then that primary contact field and the name of the POA should be at the TOP of the contact page so you know instantly that all communications are funneled through them. Also, sometimes a POA is only on an account level, there should be a spot on there to list them.
30 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!
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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.
29 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!
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Bulk Add Employer Details
Please add ability in bulk actions to add an employer to a bulk list of people.
29 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!
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Moving Driver's License under Contact Details
Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information
28 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!
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Address Updates
When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.
28 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!
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insurance license
Under Licensing, it would be nice to have a section to record agent's state insurance licenses, including state, number, effective date and expiration date, with the ability to set alerts (30 or 60-day) for upcoming renewals.
28 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!
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Family Portfolio Aggregate link
When viewing the head of household in "view family accounts" it would be nice to have the Portfolio Balanced reflect the family aggregate. Right now you can see all the account, but have to either click on Portfolio Balance or Accounts to see the true family account aggregates.
27 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!
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One Click Copy to Clipboard
In other industries I've used CRMs where I could click on address or phone for instance to copy to my clipboard for easy pasting elsewhere.
27 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!
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Voice activate typing - NOT copytalk
We use Copytalk (which we have to pay per person for), it would be awesome if the system allowed us to speak directly into Redtail. Not just for taking notes but for everything. i.e. Dragon Speaking Naturally. In the age we live in, our amount of time typing is getting close to constant, causing pain.
26 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!
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