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.

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  1. Relationships

    The option of only "Spouse" in the relationship field isn't enough. (AND, listing someone that is a 'partner' under the "Membership" category is insulting.) So many people today live together in a relationship but are not married - especially in states that do not allow gay marriages! There needs to be an option called 'Partners' and then instead of it saying 'married to' it would say 'partner'. Without being able to see this relationship at the top of the contact makes this very hard to manage. Mailings have to be done manually AND it makes the chance of 'misspeaking' when…

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Reg BI

    Is there a possibility of being able to capture the documentation needed for Due Diligence and link it to the appropriate Business Contact? I know we can create the contact and upload to CRM documents, but those are sometimes difficult to sift through. If we could select a company and then click on Due Diligence on the left and see the offerings and then the documents that would be excellent.
    Furthering that idea is to identify vendors/sponsors from the get go when entering them as a contact. A simple filter question of “Is this a [carrier, vendor, sponsor] that requires…

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Spouse address doesn't meet quicklist criteria

    When a spouse is added via the initial individual contact add screen the shared address does not link properly to the spouse so they are not pulling into Quicklists with criteria based on address. Please properly link the shared address in the back end so that both family members pull into queries. Thank you

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.

    Prudent Money deeply wants Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt and tasks. Rather than entering data content to both platforms. It would be easier to enter the info in either platform and the data could filtrate to the other platform to retrieve when necessary. Thank you! -Thia

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. search bar

    I used to be able to enter a phone number or address in the search bar and the client would come up. It doesn't seem to do that now, did you take that away? I found it very helpful (esp when caller ID shows only the number.) If it is no longer available I would like to suggest it be re-added.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Quicklists > Please include UDF's!

    The QuickLists and UDF's (User Defined Fields) are essential to get RedTail to work for us... but then the UDF's are missing from the Quicklists! Please let us use UDF's in the Quicklists!

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Segmentation Field

    It would be really nice to have a "Segmentation" field (customizable) so that we can simply input the segmentation of that client there, rather than having to use custom status, category, keywords, or tags. I can't imagine it would be very difficult but would be a much appreciated convenience.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. contact page layout

    I just think you're wasting so much space on this page. Too much clicking to see data that I need. Think about what data points an FA would most likely want to see on a contact and display that right away. Hint: spouse, kids, topics in common/points of interest. These are conversation starters.

    4 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. We like to see important information at a glance.

    Can we have an option for a self fill trust date? We use date and attorney initials. This would work best for us in the Client Details section.

    Or in the least, an Important Information Box on the main page.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. browser tabs

    I like to open multiple browser tabs (firefox) in Redtail for clients/contacts I want to work on. Each tab currently says "redtail" and often I will have to click each one to show what contact it represents. It would be super helpful if these tabs showed the contacts last name instead of redtail.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. View Contacts A-Z via Family Name instead of Individual Contact Name

    Contact A-Z page would be by Family name i.e. "John & Jane Smith" or "Thomas Brown and Jessica Kent"
    This would be especially helpful for the phone app you are unable to see spousal relationships.
    The Family name could still link to the family page where each family member's contact is.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Copy Address & Phone numbers to spouse record when a record is created.

    When a record is created and the spouse is added, please add the Roles to the Spouse record as well as the home phone number and address. This should not have be manually entered twice into RedTail.

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make shared contact card information more apparent

    It would be great if shared contact card information would display as shared in some easily viewable manner instead of only saying it is shared when you click on the arrow next to the field and choose edit.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )

    When exporting the bank info to eg Laser app, one has to research if the bank is check or savings. This could be recorded when the bank info is input. Also should know who the signors of the account are - this helps with work flows like Docusign and others

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

    Make Riskalyze button or integration easier to show on main contact page. Now I have to click the integrations button to find the risk number and it's buried. Put it back where it was under the accounts tab or better yet, on the main screen of the individual contact.

    12 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Please give us a way to modify the order of options on the left menu bar.

    Please give us a way to modify the order of options on the left menu bar. Specifically, the contact submenu that appears when on a contact's profile page. For example, we should be able to put 'Memberships' at the top directly under the Company-contact's name on the left menu bar. That way we can see all the individuals associated with that company quickly.

    10 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

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

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

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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

    9 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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