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. 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.

    21 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Trust Acct needs SSN and TID Option

    Please allow us the option of choosing either SSN or TID when creating a new TRUST contact

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. add new Gender value of Binary

    add a value, or make Gender field editable, to accommodate clients who identify not as male or female but as binary

    6 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. basic contact card expanded

    I want to go to a client's contact card and see everything I need like Name, d.o.b.soc sec, address phone, email cell employer etc.. This is so basic and I don't want to have to run a freekin report. This has t be the easiest fix and needed by everyone. Thank you

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Phonetic Spelling/Pronunciation Field

    Contact field that explains to the user how to pronounce a client's name

    21 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Creating a contact for the employer field should be an option, not automatic.

    This idea was originally posted in 2015 and again in 2017. I want to bring it back up. Having a new contact created when Employer field is used is not helpful for most. If we want to track a company due to the amount of clients, we use keywords or tag groups. This data makes the database messy, especially when you have multiple people entering and one person abbreviates and the other doesn't. We put the employer information in with the Job Title just so it doesn't create an additional contact. That is our current work around.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. when the main crm is at half screen the speak box overwrites the contact details section

    The web site (Redtail) is not responsive and does not adapt to the additional speak window.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Contact Photo is Too Small

    When using the mobile app to access contact info, it would be nice if there were a way to view the contact's photo bigger. Right now, touching a contact's photo in the mobile app brings up only two options: to either "Take Photo" or "Choose From Library." There should be a 3rd option: "View Photo." As it is, the photo is so small that it's barely visible and, therefore, not helpful when trying to remember what someone looks like.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. add an "as of date" to estimated net worth- this changes!!!

    either add ability to type it after the value-currently only able to enter numbers or have an as of button.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make the important information icon flash

    Have the important information icon start flashing when you first go to a contact record and stop flashing after you click on it. This will make it less easy to miss it and you will have to check it to stop the flashing.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. Unlink Household Home Phone Number in Family

    I understand when you add a “Home” phone number into Redtail, it syncs that number with other contacts within the linked family.

    Per https://help.redtailtechnology.com/hc/en-us/articles/360022954374-Shared-Family-Contact-Card-Info

    However, the problem is when you try to sync Redtail to a form filling software such as LaserApp or Quik!, it uses the “Home” phone as the primary number on the form itself. This is not ideal if the household does not have a landline phone or uses their “Mobile” phone as primary.

    We can rename the “Home” number with a custom title like “Cell” to correct this. However, that number would still sync to the…

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add "lead" and "dead lead" as options to list as a contact's status

    Not everyone is either a prospect or an active client. A lot of times, contacts start as a lead and as you talk with them they become a prospect. Also, it would be helpful in organizing "dead leads" as such so I can get a feel for the flow of my funnel without deleting history if that is needed.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. What generation is the client from? Baby Boomer, Millennial?

    The importance of understating your client has never been more important. A field under their date of birth that would delineate what generation they are would be very helpful. Baby Boomer, Gen X, Millennial, etc

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add spot to add Venmo, Paypal and other payment addresses in Contact Record

    It'd be great if in the same area that has phone, email, etc, there were a spot to add Venmo, Paypal and other payment addresses. Maybe under Social Media or as it's own category. Now I just keep track of this info under Important Information.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    28 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    23 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Previous Employer Data Archived

    It would be nice to have a place to store Previous Employer Data for a client - company name, title, Admins, etc. Possibly an Archived option similar to addresses.

    7 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Have a Do Not Call list

    Implement a way for advisors to enter contacts to see if they're on the Do Not Call/Do Not Email list.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Client Record/Personal Info Automation

    It would be helpful if Redtail had the capability to send out a link via email to a new contact for them to type in their basic info and have it automatically integrated/inputted to update that client's Redtail contact record or create a new one. It would automate the process of obtaining info such as full name, DOB, SSN, address, gender, phone number, email, marital status, employer, financial info (net worth, bank info), beneficiaries, etc.

    I am thinking that we can send a link to a contact, they open the link, type in all of the info, submit it, and…

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Family members (children) should easily be found on rt

    clients children should be easier to locate.

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