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. 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 →
  2. 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 →
  3. 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 →
  4. contact card

    Please display a comma between city and state on the Contact Card

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. How to know the solution of PayPal to cash app transfer

    IF you want to do a transfer from PayPal to Cash App then you have to follow some steps but make sure this may take some days otherwise you can go with the instant transfer option. But, make sure both these accounts must be linked with the same bank account if there are different bank accounts then you unable to send your money.
    https://www.pcmonks.net/blog/how-to-send-money-from-paypal-to-cash-app/

    1 vote
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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. local time for Canadian contacts

    The local time feature is helpful, but does not appear on our Canadian Contacts.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. Reg BI

    Is there a possibility of being able to capture the documentation needed for Due Diligence and link it to the appropriate Business Contact? I know we can create the contact and upload to CRM documents, but those are sometimes difficult to sift through. If we could select a company and then click on Due Diligence on the left and see the offerings and then the documents that would be excellent.
    Furthering that idea is to identify vendors/sponsors from the get go when entering them as a contact. A simple filter question of “Is this a [carrier, vendor, sponsor] that requires…

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.

    Prudent Money deeply wants Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt and tasks. Rather than entering data content to both platforms. It would be easier to enter the info in either platform and the data could filtrate to the other platform to retrieve when necessary. Thank you! -Thia

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Quicklists > Please include UDF's!

    The QuickLists and UDF's (User Defined Fields) are essential to get RedTail to work for us... but then the UDF's are missing from the Quicklists! Please let us use UDF's in the Quicklists!

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. We like to see important information at a glance.

    Can we have an option for a self fill trust date? We use date and attorney initials. This would work best for us in the Client Details section.

    Or in the least, an Important Information Box on the main page.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. browser tabs

    I like to open multiple browser tabs (firefox) in Redtail for clients/contacts I want to work on. Each tab currently says "redtail" and often I will have to click each one to show what contact it represents. It would be super helpful if these tabs showed the contacts last name instead of redtail.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. View Contacts A-Z via Family Name instead of Individual Contact Name

    Contact A-Z page would be by Family name i.e. "John & Jane Smith" or "Thomas Brown and Jessica Kent"
    This would be especially helpful for the phone app you are unable to see spousal relationships.
    The Family name could still link to the family page where each family member's contact is.

    7 votes
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