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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323 results found
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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.
19 votes -
It is not necessary to create a new empty record for every name we put in the "employer" field for our clients.
Every time we list an employer name in a client profile it creates a record for that name. We now have over 1000 empty records in our contacts because of this.
10 votes -
Birthday Card Reminder
Show on the Contact Card that Birthday Card Reminder is Enabled at a glance. This would be an easier visual for when you are on the client contact page, you can see if they are on the reminder list or not.
8 votes -
Edit Client Record
Would like the ability when editing a client record and adding information to be able to edit it all on one screen (like when adding a new contact record). Would make it much easier rather then having to flip between the different sections that need to be updated.
12 votes -
Contact Headers
It would be nice to be able to Add your own Header on the Contact Pages, ex: A+ Clients, A Clients, B Clients, Etc...
Rather than only being able to use - Favorites, Contacts A-Z, Advanced Search, Lists and Recycle Bin.
We would like to be able to change these.1 vote -
Client Since calculation
The Client Since field automatically calculates how long someone has been a customer, which is mostly nice except for Former Customers and Deceased customers. It would be good for the calculation to freeze when a Date of Death is entered; I also saw that in 2015 a Client Termination Date was added and that doesn't seem to exist anymore; it would be nice if this was still there and also froze the Client Since calculation.
7 votes -
Flag client with diminished capacity and vulnerable
We are starting to get clients with diminished capacity and would like to have a way to flag this similar to deceased or birthday banner. We want to make sure this can be identified easily for a contact.
12 votes -
It would be nice if we could notate whether or not an address is an owned property of the client.
It would be nice if we could somehow mark an address for a client as being owned by them or if the client is just renting at that address.
3 votes -
Birthday Card on Contact Details
On Contact Details to see if the birthday reminder is enabled at a glance. As of right now, you can only see it if you edit contact details. This way, if you look at the contact card it states birthday reminder enabled.
6 votes -
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!
9 votes -
customize contact home page template
Please consider offering ability to customize the contact home page template. So we could shift quadrants we use most to the top and either turn off quadrants we don't use or move them to the bottom.
Like SalesForce offers:
How do I customize my Salesforce homepage?
Go to Setup | Customize | Home | Home Page LayoutsClick the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on…
58 votes -
Creating a Contact Link
I would like to have a link I could send to a client and have them fill out all of their personal information. It would then create a contact that would be reviewed and approved to be added into my database. This would eliminate the need to send a client a form or have someone call with the information to transpose the data back into Redtail. Certain fields should be required to enter / create the contact.
7 votes -
Workflow assigned to Servicing Advisor
I'd like to be able to establish a workflow template where I can assign tasks to the Servicing Advisor field. Currently, you can only assign tasks to the Advisor Role but not everyone has access to fill that field out and it's redundant if Servicing Advisor is filled out already.
3 votes -
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
10 votes -
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.
7 votes -
Add toggle for Shared Family Contact Card Info to "not share".
It's very cumbersome to fix this if user's don't need it. It would be great if for contacts that garner this automatically, to have a toggle to simply stop sharing rather than jump through edit hoops.
4 votes -
date range
Within the advanced search, it would be extremely helpful to be able to search date fields using a date range. For example, dates greater or equal than today AND less than 45 days from now. That would extremely helpful for building lists that do not have to be changed for a hard coded date filter. This would allow us to better search for upcoming reviews based on Know your Client fields.
1 vote -
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 -
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 -
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.
11 votes
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