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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Duplicate A Contact
It would be helpful to create a contact (especially business contacts which have many of the same contact fields) then be able to duplicate that contact and then change just the name and email address or whatever. Almost like a Save As function, this would save a lot of time and reduce errors of having to retype the same information over and over for multiple similar contacts.
5 votes -
banking
If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.
We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
Thanks for the consideration. Love this platform.7 votes -
Phonetic Spelling/Pronunciation Field
Contact field that explains to the user how to pronounce a client's name
57 votes -
Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.
Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.
7 votes -
adding permissions - make it possible by user or advisor, rather than by contact record.
It would be so much easier to add contact permissions by user or advisor. As mentioned by several other entries, adding one user at a time with 25 users to work through is not efficient. Especially with each new record and spouse!!!
1 vote -
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
33 votes -
being notified when entering a contact that is a duplicate
I receive about 10 leads a month from a marketing lead source. As soon as I receive a lead, I immediately enter into RT by first name, last name, email address and phone #.
There have been many times that I would receive a duplicate lead (without knowing or remembering) from the past. I wish that RT would inform me when a duplicate contact is being entered, specifically by email and/or phone #. I understand RT only informs of duplicate by EXACT first name, last name and tax id. Please considering updating and allowing at least email to be included…15 votes -
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.
26 votes -
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 -
Important Client Information on contact card or contact details (main page)
Important Client Information on contact card or contact details (main page)
Please add:
- household income
- Estimated yearly savings rate
- Desired retirement year
- Desired gross retirement income
- household social security income at FRA
- household social security income with claiming strategyUse AI to develop peer group comparisons for all RedTail users.
6 votes -
Change to just "pronouns" instead of "preferred pronouns"
I'm very, very happy that a pronoun section has been added in! I would love if it could be tweaked to just be "pronouns" instead of "preferred" since that infers that gender identity is a choice and not just who someone is. Thanks!
6 votes -
All contacts should be accessible especially names in the departments for a business
A contact person can be under a business account such as in a department. When searching contacts these names do not come up unless the business is searched. There should be a way that every contact person name is included in the search engine data.
1 vote -
banner at the top of the client's page
When we put in a date of death, a banner appears at the top of the
client's page. Can we have this happen when we put in a termination
date as well??16 votes -
Allow only zip code, or city/state to be entered
You currently don't allow us to just enter in a zip code, it forces us to make up a fake address if we know their zip code. It's better to have something than nothing, so if all we know is the city/state or their zip code, why not allow us to enter that in Redtail without having to input a phony street number?
5 votes -
Retirement Date - this would be great to see on the client's contact card.
Create a field for Retirement Date. This would be great to see on the contact card, where we have listed their phone numbers, address, etc. Or somewhere easy to see on their client homepage
9 votes -
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…
18 votes -
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 -
Can User Defined Fields Automatically Show Up On A New Contact Page
When we add a new contact to Redtail, is it possible to have our User Defined Fields automatically show up and be blank on the contact page? This way, I don't have to add every single user defined field separately (we have a lot of them) and can just edit the field with new information! This would be MUCH more efficient.
10 votes -
Add Multiple User Defined Fields to a single contact at a time. (not just the bulk contact option)
Right now we can only add one UDF to a single contact at a time. It would be nice to be able to select multiple udfs at a time to a single contact instead of having to click 30 times to get all the udfs needed for a new client added.
4 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
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