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. Contact-ability to set default for address type and phone type.

    It would save key strokes if we had ability to set defaults for address type (i.e., Home) and phone type (i.e., Mobile). Most all phones now are Mobile, not Home and system defaults to Home so we have to change it every time. Also the address doesn't default at all, so we have to enter the field every time we add an address. If we could set our own defaults to our most commonly used, it would save time. Thank you!

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Change to just "pronouns" instead of "preferred pronouns"

    I'm very, very happy that a pronoun section has been added in! I would love if it could be tweaked to just be "pronouns" instead of "preferred" since that infers that gender identity is a choice and not just who someone is. Thanks!

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Birthday Card Reminder

    Show on the Contact Card that Birthday Card Reminder is Enabled at a glance. This would be an easier visual for when you are on the client contact page, you can see if they are on the reminder list or not.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Birthday Card on Contact Details

    On Contact Details to see if the birthday reminder is enabled at a glance. As of right now, you can only see it if you edit contact details. This way, if you look at the contact card it states birthday reminder enabled.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. being notified when entering a contact that is a duplicate

    I receive about 10 leads a month from a marketing lead source. As soon as I receive a lead, I immediately enter into RT by first name, last name, email address and phone #.

    There have been many times that I would receive a duplicate lead (without knowing or remembering) from the past. I wish that RT would inform me when a duplicate contact is being entered, specifically by email and/or phone #. I understand RT only informs of duplicate by EXACT first name, last name and tax id. Please considering updating and allowing at least email to be included…

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add more Retriever Cloud Contact Phone number mappings

    Currently only Home/Work/Mobile will map to Retriever Cloud. Please add other options like Direct Dial, Fax, Other, etc.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please provide integration/syncing with CellTrust

    CellTrust is an application allowing financial services professionals to text with clients in a compliant manner. It would be extremely helpful if Retail and CellTrust could sync instead of having to manually enter clients in the CellTrust app.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add a UDF or text box to Contact Card

    Being able to add either a text box or a UDF to the Contact Card would allow the mobile app to see that data ie: username & password.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add toggle for Shared Family Contact Card Info to "not share".

    It's very cumbersome to fix this if user's don't need it. It would be great if for contacts that garner this automatically, to have a toggle to simply stop sharing rather than jump through edit hoops.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Retirement Date - this would be great to see on the client's contact card.

    Create a field for Retirement Date. This would be great to see on the contact card, where we have listed their phone numbers, address, etc. Or somewhere easy to see on their client homepage

    6 votes
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  11. firm level admin

    There should be a way to have the management team, compliance, etc to be able to view all records in Redtail without having to create a team. Teams are great for advisor level restrictions, but it makes no sense for management or compliance to have to be given permissions to view clients.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Client Since calculation

    The Client Since field automatically calculates how long someone has been a customer, which is mostly nice except for Former Customers and Deceased customers. It would be good for the calculation to freeze when a Date of Death is entered; I also saw that in 2015 a Client Termination Date was added and that doesn't seem to exist anymore; it would be nice if this was still there and also froze the Client Since calculation.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. contact card

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

    3 votes
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  17. 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 →
  18. 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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  19. 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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  20. 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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