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.
176 results found
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Tab to next client
I would love to be able to tab to the next client rather than backing out of the current client just to go to the next client.
3 votes -
reorder contact info
Would help organize client's contact info if we were able to reorder them without deleting and reentering the info. Then you could just move preferred method to the top or put one email above another.
3 votes -
Make deceased contact show current age as if they were alive
I would like deceased contacts to keep counting their age next to their birthday as if they were alive. Or put the age they were when they died next to date of death, and have their "current" age next to their birthday. This is helpful when planning with widows for example.
3 votes -
Employer Address Shared to the Contact Card as "Work" Address
It would be helpful if the business/work address of an Employer fed over into the contact card of the contact under "work" address. This would eliminate unnecessary time manually adding in the work address if multiple employees are clients. I'd recommend treating it just like a "Family"... If a contact's work address is different than the main address, then make it possible to have the work address added first, then assign the Employer to the Individual. That way, the Employer address will be shared to the contact card.
3 votes -
More contrast on Contact Record Page, too much white- boxes run together
One suggestion I'd make with the latest update is readjusting the contrast in colors on the contact page for each individual client. Currently there is minimal contrast between the different boxes of Contact Card, Contact Details, Adding a Note, etc. It makes it difficult to see where boxes start and end now, things start to run together now.
2 votes -
Instead of listing "writing advisor and servicing advisor" allow those to be changed.. Lead advisor and associate advisor probably better
Servicing and writing advisor can be confusing. Allow us to change those. Lead advisor and associate advisor would be better.
2 votes -
Do not automatically expand comments under notes section in client record
Please return to having users drill down to the comments in the notes section of a client record. This morning we found the comments suddenly expanded on all notes in our clients' records. We rely heavily on note and comments, however, with the comments automatically showing, our team is spending an undue amount of time scrolling through the notes section to find pertinent information.
Could this be an option in preferences?2 votes -
Salutations
On the salutations area of adding a new contact, there is an option for Sergeant but no other rank. It means alot to military and first responders to be recognized for their rank.
1 vote -
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail upon the prospects completion, thus saving advisors and teams a lot of time. I realize there is an seperate service for this, but we all do not need another piece to add to our tech stack. First CRM to offer this and email hosting allow for over 20mb will get my business as soon as i learn of it.
1 vote -
save point ability
I think that creating a "save point" ability to save CRM Contacts would be of great help. We recently went through a data merge with Hubspot in which over 490 records were impacted with incorrect (bad) data. I had to input corrections manually. If we had been able to restore the data back to a previous day save point, we could have saved a lot of the issues.
1 vote -
1 vote
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risk tolerance, need to be able to change/edit your options
for us to suitability, risk tolerance, not able to edit /change your options, i was able to add to objectives, but not risk tolerance, need to be able to add to this list or change.
1 vote -
Adding Mobile Text
We use Redtail to keep contact records for our all our financial advisors. Since there's a big push for mobile supervised texting, in the phone drop down, can you just add "Mobile Text" and that when its seen by a program like MyRepChat, it knows to sync to that record.
1 vote -
Please restore the "more defined" borders on contact pages. Current view is difficult to track.
Contact page lacks defined lines and borders, takes longer to view screen.
1 vote -
Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
1 vote -
1 vote
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Objectives to be expanded to 5 levels as No BD or Custodian uses 4
Know your client section. The Objective field is antiquated it needs to be expanded to include 5 levels.
1 vote -
Add fields to the estimate net worth field
Add fields: primary residence value, estimated net worth (less primary residence)
1 vote -
Customizable Contacts Home Page
Ability to customize contact page home screen so that we can see all contacts in a list with their primary number/address/last meeting date/ age/ etc. Salesforce has this ability and it greatly streamlines our workday.
1 vote -
add columns to Home Screen of Contact Records
On "home screen" of listing of contacts, it would be very helpful to have at least 3additional columns: Date of Birth and Address and Phone Number. I have a fair number of clients with literally the same name. So having additional columns that I can see at a glance would streamline my day.
1 vote
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