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. Spouse address doesn't meet quicklist criteria

    When a spouse is added via the initial individual contact add screen the shared address does not link properly to the spouse so they are not pulling into Quicklists with criteria based on address. Please properly link the shared address in the back end so that both family members pull into queries. Thank you

    21 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Phonetic Spelling/Pronunciation Field

    Contact field that explains to the user how to pronounce a client's name

    34 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Name in "Referred By" window be hyper-linked to Contact's Record

    Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.

    30 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow the view of the contact/all the data to be customizable

    We would love to be able to move things around under the contact. For example we frequently look at the "important information" tab and would like to be able to move that up above the notes. We would move things around based on our needs and what is most important to see.

    35 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Relationships

    The option of only "Spouse" in the relationship field isn't enough. (AND, listing someone that is a 'partner' under the "Membership" category is insulting.) So many people today live together in a relationship but are not married - especially in states that do not allow gay marriages! There needs to be an option called 'Partners' and then instead of it saying 'married to' it would say 'partner'. Without being able to see this relationship at the top of the contact makes this very hard to manage. Mailings have to be done manually AND it makes the chance of 'misspeaking' when…

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. notes comments should be viewable on the notes screen without having to click on them

    notes comments should be viewable on the notes screen without having to click on them. Also, they should be able to be linked to another contact along with original linked note.

    26 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. banner at the top of the client's page

    When we put in a date of death, a banner appears at the top of the
    client's page. Can we have this happen when we put in a termination
    date as well??

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    10 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. search bar

    I used to be able to enter a phone number or address in the search bar and the client would come up. It doesn't seem to do that now, did you take that away? I found it very helpful (esp when caller ID shows only the number.) If it is no longer available I would like to suggest it be re-added.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Can User Defined Fields Automatically Show Up On A New Contact Page

    When we add a new contact to Redtail, is it possible to have our User Defined Fields automatically show up and be blank on the contact page? This way, I don't have to add every single user defined field separately (we have a lot of them) and can just edit the field with new information! This would be MUCH more efficient.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 Layouts

    Click 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…

    45 votes
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    3 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Recommending adding non-binary to gender selections

    There is currently no quick way to note a contact's gender non-binary. The options are either unknown, male, female, or no selection. Non-binary falls into none of these categories. Our team currently has to leave it unselected (which looks like it's not been filled out rather than a purposeful selection), and add this into their important information as well a pin a note to ensure the information is properly communicated.

    22 votes
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    3 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. add new Gender value of Binary

    add a value, or make Gender field editable, to accommodate clients who identify not as male or female but as binary

    9 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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