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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rearrange and/or hide ID in contact details
You've recently added "ID" to the top and most visible spot on the Contact Details field. It would be nice if this field were optional. We've been using RT for 14 years and have never needed the ID number, so it's placement at the top of the field makes it now harder to see the information we do need. Thanks for your consideration.
3 votes -
Be able to change a contact ROLE, while not a database admin
For some reason, we are not able to edit a contact's roles (ie, advisor etc) once they're an established contact, unless the user is a database admin. Please change it so anybody can change the role of an existing contact.
3 votes -
Remove SEI marker next to contact name when client no longer holds SEI assets.
It is inaccurate to have SEI marker next to client name when they no longer hold any assets with SEI.
Work with SEI to remove.3 votes -
Local time
Allow me to remove "Local Time" It is not needed and will clutter the screen. I know some people might like it, so allow it to be turned off.
3 votes -
WordPress integration
Can you guys create an integration with WordPress? It is by far the most popular website back end. Currently, I have an integration that is paired with zapier, but when people type in data it jumbles it up in RedTail. We need a clean integration so the data gets ported properly.
3 votes -
Add Citizenship field to Contact Details on 1st Page of Contact
Add "Citizenship" information to the "Contact Details". Contact Details is more visible for this highly important information vs. being buried in "Know Your Client". This has caused our staff to periodically overlook this information and forced account opening corrections after the fact with further embarrassing interaction w/the client.Thank you!!!
3 votes -
Date of Birth and SSN viewable on the landing screen for the client's contact page
On the top of the client's contact page, there is a lot of unused space that I think should be used for the contact's Date of Birth and SSN. It would be very nice to not have to scroll down when trying to obtain these basic pieces of information. Thank you.
3 votes -
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 -
local time for Canadian contacts
The local time feature is helpful, but does not appear on our Canadian Contacts.
3 votes -
contact card
Please display a comma between city and state on the Contact Card
3 votes -
firm level admin
There should be a way to have the management team, compliance, etc to be able to view all records in Redtail without having to create a team. Teams are great for advisor level restrictions, but it makes no sense for management or compliance to have to be given permissions to view clients.
3 votes -
Add a UDF or text box to Contact Card
Being able to add either a text box or a UDF to the Contact Card would allow the mobile app to see that data ie: username & password.
3 votes -
Add more Retriever Cloud Contact Phone number mappings
Currently only Home/Work/Mobile will map to Retriever Cloud. Please add other options like Direct Dial, Fax, Other, etc.
3 votes -
Identity field
Add a field in the update individual demographic box for a place to enter information to help with client identification for people that have similar names, ex. Stuart A. Snell (father) and Stuart A. Snell (son). We had Skip's son in the nickname field and FMG Suite sent a birthday greeting titled Skip's son. It would help our new rep know which is which since he isn't as familiar with clients yet. It comes up when you pull the client up instead of having to search their demographics for it.
2 votes -
PRINT ENVELOPE FROM INSIDE CONTACT- Choose Label
You can print envelope from mail search screen but while you were in the contact - if you could click on the drop down to the right of the address and click LABELS and then you would print the label as you do on the Name search results screen it would be faster- Even if it could be an option in the COMMON TASKS - Paula Garman
2 votes -
multiple locations
We have multiple office locations. When a client calls in to schedule an appointment, is there a way to create the activity automatically showing the location where they normally go for appointments? We are trying to be in the habit of asking which office they go to, but it is somewhat unprofessional, and it would be great if when we are creating the activity, if redtail would automatically enter the location for us. Like an automation for whenever we create an activity for Mr Smith, the activity would populate the location based on a rule that we would have to…
2 votes -
Remove "SEI" Icon Next to Contact Record Name
We stopped feeding SEI account values to the CRM because we do not want this integration set up anymore. After we stopped the feed, I noticed that the "SEI" icon next to the contact record name never deleted.
We have a lot of clients in the CRM who no longer have a SEI account so it would be great if Redtail would have the ability to remove the SEI icon especially when it is no longer applicable to our clients.
1 voteRedtail’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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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 -
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 -
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
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