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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When broadcasting emails, it should save as client contact category instead of "general information"
1 vote -
death
Add the RED notification Box on Contact landing page if Status is changed to Deceased. Expedites the Commuinication to our team, even if we don't have the data of death yet.
1 vote -
Add Servicing Advisor to Contact Header
Add Advisor to Contact Header
Currently it is lower on the page and not always visible in the screen (depending on the viewing size.)
EXAMPLE:
Ms.Mary A Client (space) Servicing Advisor: John A Doe, CFP (space) Icon Shortcuts.1 vote -
There needs to be more ability to choose fields to lock down and prevent advisors from changing data.
enable fields such as status, source, category, servicing and writing advisor, key words, UDFs, account status to be locked down to prevent another user from changing.
1 vote -
Why do the notes we are notified about only appear under notifications?
We receive emails when tagged in a note, but there is no way to see a list of the notes we have been tagged in on the website. Could there be a section under "Notes" in the "Today" view to display all the notes we have been tagged in? I also think it would be beneficial if they showed up under the bell icon, as that is where notifications are supposed to be on the website. papa's scooperia
1 vote -
Client Contact Card - Important Information
If there is information entered in the Important Information section of the client's contact card, it would be helpful to have a dialogue box that pops up upon entering into the contact card.
1 vote -
client income page
Income tab_ it is important to see what the client income is each month, if they need to take RMD's etc.
1 vote -
Smurphy3
When you add a contact to a Business and that contact appears in the CONTACT CARD of the Business w/Title. maybe a check box feature on the individual to 'add to business contact card' for both phone and email. This would be helpful as oppose to adding them in 2 different places. Example... I added Katy Colvin to Lincoln Financial as Business Development. It would nice if I had a choice to have her automatically added to Lincoln's contact card.
1 vote -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote -
copy and paste
Have the ability like Orion does to copy and paste with one click on the contact card information instead of having to highlight the entire email address/phone number/address.
1 vote -
professional contact
I don't like that Redtail automatically creates a contact if I add a Professional Contact for a client. Same with their Employer. I don't need these to be listed separately as Contacts if I only want to see them under that particular client. Maybe a check box for if you want to add the prof contact or employer as a new Contact in the database.
1 vote -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
1 vote
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Columns available to filter on Favorites view screen
It would be great to have my Favorites screen show the client's primary phone & email. Also being able to select my Favorites screen columns to be static would be great. I don't want to have to filter the content every time.
1 vote -
Have a "hot" contact name in a UDF connect with the contact's record.
When we have contact names in a client UDF, it would link to the contact's record. We are having to get creative with some of our information since the program doesn't have certain fields and we can't edit them.
1 vote
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