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!

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  1. Zip Code Formatting

    You have made changes to your zip code formatting which cause errors for international clients. Your format is xxxxx-xxxx. This converts a non-US zip code into 00012-3456 which is incorrect for mail merges, documents, etc. Your zip codes should be formatted based upon client's country of residency.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Adding POA in the upper information on client rather then just having spouse ad a place for the POA that is acting on behalf of the client,

    Adding POA in the upper information on client rather then just having spouse ad a place for the POA that is acting on behalf of the client, this would allow anyone accessing that client that to know the correct contact person

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. allow a custom local time to be added

    most people use cell phones and the new feature doesn't address this, we need to be able to manually enter a time zone

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. buisness contacts

    It would be nice to have a place to store our business contacts without having them be stored in the "Contacts A-Z" . Instead have it be its own contact list where all the info needed on an individual would be things like name, email, company, company address, & phone numbers. It could be stored where you click on contacts on the far left side and then at the top have it be its own tab next to "Contacts A-Z" essentially just a virtual rolodex.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

    Create a way to rearrange, move and sort the order of the phone numbers and addresses in Contact Card (not archive). Despite a thread that said this had been done, I don't believe it has.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Contact picture PDF

    We usually scan our client's licenses into our system or clients send their license as a PDF file. It is very time-consuming to convert these to our a .jpg Any way to upload their license as a .pdf so we can add a contact picture for them?

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Change Phone Type Default to Mobile

    I would like to see the Phone Type default in a Contact Record changed to "Mobile" instead of "Home." Hardly anyone has a home phone anymore and it would save time in creating a client record if it would just default to Mobile. Thank you!

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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…

    33 votes
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    3 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. sort contact info

    Would it be possible to make a way to sort info on the contact card? Right now it seems like it just goes by order of input. This would be very helpful for contacts that are vendors that we may have 15 or more points of contact. Something as simple as alphabetical order would make picking out who your are looking for a little more simple. If this has already been suggested I am sorry. I could not find it when I looked. Thank you for your consideration.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Local time

    Allow me to remove "Local Time" It is not needed and will clutter the screen. I know some people might like it, so allow it to be turned off.

    3 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. Business contacts have a field to list owner(s) name(s)

    On business contacts can we have a field added directly below the business name to list the owner(s)?

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Remove SEI marker next to contact name when client no longer holds SEI assets.

    It is inaccurate to have SEI marker next to client name when they no longer hold any assets with SEI.
    Work with SEI to remove.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Life/domestic partner option in Family (in lieu of Spouse)

    Add the option for life partner or domestic partner when creating a family in place of Spouse. The Other option doesn't show up in the Family on the "other" person's contact record. Utilizing memberships takes extra steps and you have to search for it by clicking More, then Memberships. Any time saved is beneficial.

    Thank you for all the great attributes already!!

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. When you are in Favorites - press a letter and jump to the first last name with that letter

    The new favorites feature will list out all the contacts who are started. When you are on that page, press a letter and it will jump to the first name with that letter. I would prefer to have it search last name.

    Maybe also have a quick search box at top so you can type in few letters and it will bring up contacts with that last name match of 2-3 letters.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Contact Details - custom field

    It would be great if there were one or two fields within the Contact Details section that could be customized. We'd like to assign a client service associate to each client, and while we can add this to the UDF section, it would be so much easier to locate if it was right there under or above "Servicing Advisor" in the Contact Details.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automatic Spouse Contact Record Should Inherit Permissions

    An automation exists to permission new contact records to the associated advisor, so other advisors cannot see that advisor's contacts. This is a compliance requirement and Redtail has this functionality. However, When a spouse record is created automatically from a contact, it does not get the permissions that are assigned to the associated Contact - even though is has the same information as the contact that the automation uses to assign permissons.
    This is causing a compliance issue as the spouse record can be seen by other advisors. Can you please 'enhance' the system to apply the same permissions to…

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Search bar for contacts

    Need a Search Feature that is as simple as google or another search engine to quickly dive into the contact you are looking for. Otherwise it take 3 clicks minimum to get to the client. That is inefficient.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. 12 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. When we type the name, it would be nice to automatically fill in the nickname. this will keep the data clean

    Automatically fill in the nickname. save time and we can edit if is different from the name.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Change "Head of Household" language to "Primary Contact"

    "Head of Household" auto-populates into LazerApp forms and the language is a turn-off for many clients. The default should be "spouse" or "primary household contact"...

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