Redtail 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.
323 results found
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Hearsay texting platform integration
My b/d requires we use Hearsay as our texting solution if we choose to communicate with clients via text. I know that RT has a texting solution already but I'm asking that you guys add an integration with Hearsay to copy texting conversations to the appropriate Contact record in RT
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add an option for "ACH" or "WIRE" banking information
When adding in contact's banking information, we should have the ability to select if the banking information is for ACH or Wire transfers.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Link Multiple Contacts at once in Imaging
Imaging allows multiple contacts to be linked to a folder. But each one has to be added individually. We should be able to link a husband and wife to their household folder without having to save the first person and locate the folder again from the home screen.
60 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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have the ability to create custom banners for contacts
For example: have a banner that indicates a contact is a top client; but we admins could freely create whatever banners they wish to use for their practice.
48 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add 'nickname' as a Zapier connected field.
I find the Zapier functionality fascinating. Please add 'nickname' as a Zapier sync-able (is that a word?) field. Thank you.
11 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Add a "sub category" underneath the category section
Hello!
I'd like the opportunity to have a "sub category" underneath the category section.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Address Updates
When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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"Last Updated" Add to Contact Details/Card
A "last updated" section to the contact details, and contact records would be nice. That way we can see when we last updated their records for client record upkeep.
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Custom export template;
Please add spouse email to the choices for the template. We communicate with clients and spouses.
17 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Online or web link New Client/Prospect Data Gathering
It would be great to have a link that is linked to our Redtail CRM where we can email that link to the new client. Client clicks on the link and is able to enter all information requested. This will be a HUGE TIME SAVER. Plus, we can collect all information from client instead of us calling client to gather information needed, to then realize that there is information missing. Also, we can add the link on to our website where new clients and prospects can go and fill out all the information needed.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Segment contacts by different colors on contact page
We would like to be able to segment clients in Redtail by a different color header on their contact record.
32 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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religious preference
We should have a religious preference field in the contact record near the dob, marital anniversary areas, so that we could manage holiday mailings and respect holidays for clients.
29 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add "Referrer email" field under already existing "Referred by" Field or allow for a UDF of choice in Contact Details
Currently if I wanted to send the referrer an email, I would have to:
1. go to another contact and find email there
2. Create a UDF which takes several clicks to get to and is in a different sectionIt would be great to either:
1. Allow user to add a field of their choice under "Contact Details" or
2. Redtail to add "Referrer email" right under the already existing "Referred by" fieldThis would allow for an email to referrer with just one click and easy to find
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Personal Profile Form
We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.
49 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customize Dashboard
be able to choose from entire database to customize your dashboard. Example: add tabs where it currently has tag groups, keywords, etc to be able to exchange or add options. For example, add professional contacts
35 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Remove "SEI" Icon Next to Contact Record Name
We stopped feeding SEI account values to the CRM because we do not want this integration set up anymore. After we stopped the feed, I noticed that the "SEI" icon next to the contact record name never deleted.
We have a lot of clients in the CRM who no longer have a SEI account so it would be great if Redtail would have the ability to remove the SEI icon especially when it is no longer applicable to our clients.
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Display Head of Household
Display who the Head of Household is on the contact record
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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The ability to attach a picture of the Driver's License to the ID area
Click on the DL or ID number and it bring up a photo or copy of the ID
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact Name in Open Tab
When a contact is open in an internet tab, it would be nice to add the name to the open tab(s) since I flip back and forth between different contacts and I know I am not the only one that works off of multiple tabs.
44 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"
Currently, after a household/family is created, the contact record shows "Married to {spouse name}" under the contact's name whether the Marital Status is set to "Married" or "Life Partner". It would be great to see this say "Partner to {partner name}" when the Marital Status is set to "Life Partner".
59 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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