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.

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  1. professional contact

    It would be great if when you create a Professional Relationship it would also automatically create a Membership between the individuals and/or firms. Ideally it would work the other ways as well - if you create a membership with the type being the same as a Professional Relationship then that would appear under the Professional Relationship tab. This would make it much easier to be able to go to a Professional (i.e., CPA) and see who all their clients are, etc.

    25 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  2. allow for ALL membership codes to be customized, edited or deleted

    Why does there need to be "default" membership codes. it make it confusing and cumbersome, please allow for the entire list to be customized.

    43 votes
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    4 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  3. membership codes

    Need to be able to search by membership code.

    Currently there is only a report that can be run. From the report, a bulk action cannot be performed.

    If we can perform a search, then we can use a bulk action on the results.

    My request is:
    Ability to perform a search on a membership code.

    7 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  4. I feel that Memberships should be on the Front of the Contact Group page.

    Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.

    9 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  5. Employer Switch to Former Employer

    Currently, employer is automatically added to Memberships when added to Basic Info. When the employer is removed from Basic Info, the Membership is also removed.

    The Membership should remain, but the relationship should change to Former Employer and Former Employee.

    It makes sense to keep a record of this information without manually entering the information after the fact.

    16 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  6. Genogram

    CRM is the acronym for "Customer Relationship Management," but did anyone stop and think that neither Redtail, nor any other CRM, actually focuses on relationships? If you ask your staff what CRM means, they will say that they think the "R" means records and not relationships. In this day and age of tighter margins and higher competition, we all need deeper relationships with our clients. I think it would be very helpful, if we had a visual Genogram to replace the text-based "memberships" in Redtail. If you want to see what I mean, look at GenoPro.com for examples of their…

    9 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Status (and Category) columns to Membership (pdf) report

    Add Status (and Category) columns to Membership (pdf) report so it is complete and same as Memberships tab. For instance, if a member is deceased this is not evident by the report.

    4 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sorting in Memberships

    It would be nice if under Memberships, All Family are lumped together and then all other memberships are lumped together. This would be very helpful in making the report cleaner.

    8 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  9. membership automatic set up

    It would be nice if some of the membership relationships could be set up automatically when the membership is intuitive. Maybe an option or check box that says, "would you like to automatically add this relationship to: bob brewer, jenny jones and michelle miller". Lets say steve brewer, bob , jenny and michelle are all brothers and sisters; kate brewer is steve's wife . I add mike brewer as steve's father. It would be nice if redtail could figure out that mike is also bob, jenny and michelle's father as well as kate's father-in-law. This issue gets compounded when you…

    29 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  10. 18 votes
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    2 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make it possible to have an individual be a member of more than one family group.

    We have multi-generational clients who are head of households as well as beneficiaries of their parent AND aunts/uncles.

    181 votes
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    4 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  12. memberships

    Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.

    92 votes
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    2 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  13. 369 votes
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    21 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  14. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…

    13 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  15. Include photos of members on membership report

    Would be great to have photos on the membership report. If we're preparing for a meeting with an employer we could print off the membership report with names and photos to review ahead of time, which could greatly assist in rapport building.

    6 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  16. When doing Memberships, it would be nice if you could click "same as" to the spouse.

    If a couple is "married" and you go to add kids, grandchildren, etc, it would be nice if we could have an option to link to spouse.....(but then still be able to manipulate it on the spouse's side if need be)

    37 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  17. Membership

    Allow me to add a membership the way I would add a spouse under a family-if the contact doesn't already exist, allow me to create it from that drop down. Currently, if the contact does not exist, I need to leave the page, go create a contact and then add it to membership. There are SO many steps-please work to alleviate steps in all processes.

    39 votes
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    2 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  18. Job Title listed under Linked Contact Is in Membership

    Under Membership, the Employer/Employee can we instead have the Linked Contact be their Job Title? This way my Wholesalers are listed as such under membership instead of just being an Employee.

    46 votes
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    11 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  19. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    8 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  20. 8 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
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