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
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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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Head of household contact info should auto populate to living spouse record
When a head of household dies, the living spouse becomes head of household. When I make that switch, none of the contact information carry's over to the new head of household record, so I have to re-enter. should this not be automatic?
13 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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Redtail Mobile App 3.0+ View Household Members
When going to visit clients we like to ask how the family is doing. While on the road we like to review the clients info so that we better know our client when we walk in the door. Names are important for us so If we can view household members and link them to a contact record that would finally allow us to move from Outlook notes to being fully covered with just the RedTail mobile app. I know there are similar ideas out there but with the new mobile app update I wanted to iterate how knowing our client…
7 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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Online or web link New Client/Prospect Data Gathering
It would be great to have a link that is linked to our Redtail CRM where we can email that link to the new client. Client clicks on the link and is able to enter all information requested. This will be a HUGE TIME SAVER. Plus, we can collect all information from client instead of us calling client to gather information needed, to then realize that there is information missing. Also, we can add the link on to our website where new clients and prospects can go and fill out all the information needed.
21 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 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!
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Retriever - Multiple Syncing Destinations
Create the ability to sync different Quicklists to more than one destination folder in Outlook. For example, I would like to keep prospective client contacts separate from my active client contacts in both RedTail and Outlook. As of right now, I am only allowed to choose a single folder for contacts to sync into, no matter how many different Quicklists I have.
8 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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Custom export template;
Please add spouse email to the choices for the template. We communicate with clients and spouses.
17 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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Add a "sub category" underneath the category section
Hello!
I'd like the opportunity to have a "sub category" underneath the category section.
13 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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occupation
I would like to see occupation listed on "contact details"
11 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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user mail merge
In ACT!, users were tied to their own Redtail contact records, and the user data drove mail merges etc. It would be great if I could launch a mail merge template and Redtail would KNOW that I (the user) am going to sign it, so it would pre-populate my name and title based on my contact record. This was how ACT! did it.
6 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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Add riskalyze to main contact record
I was wandering if you could add the riskalyze score on the main page of a contact record? There seems to be plenty of empty space next to the clients nae that a small version of the Risalyze speed limit sign could go in.
4 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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Add 'nickname' as a Zapier connected field.
I find the Zapier functionality fascinating. Please add 'nickname' as a Zapier sync-able (is that a word?) field. Thank you.
11 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!
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customize contact field
Would like to be able to have custom field in client record. I would like to be able to search and run reports based upon this field. i.e how often client wants communication. If monthly, be able to run a monthly report of upcoming phone calls and monthly call of monthly meetings.
9 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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RMD Ages in Contact Information
Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!
78 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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"Last Updated" Add to Contact Details/Card
A "last updated" section to the contact details, and contact records would be nice. That way we can see when we last updated their records for client record upkeep.
12 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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Email Templates by Roles/Folders
It would be nice to send email templates that are broken up into different folders ie., Sales Folder, Customer Service Folder, Operations Folder.
This way each role could find their email templates much easier rather than having to view every single email template in the system.
4 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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The ability to attach a picture of the Driver's License to the ID area
Click on the DL or ID number and it bring up a photo or copy of the ID
16 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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On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance
On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance.
64 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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Be able to add a field for County on Contact Card
We would like to see the ability to add Countys to the Contact Card for addresses instead of a keyword or UDF
3 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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Display Head of Household
Display who the Head of Household is on the contact record
15 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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