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. no primary email checked off

    there should be an easy way to tell when a contact does not have a primary email checked off. many times contacts have an email on file, the problem is that staff forgot to check off the primary box. very frustrating. emails dont go out, opportunity lost, touch missed, poor system. whose idea was it to require a primary check so that email will be included? whose idea was it for the email to be bolded if checked off as primary? no one can see that.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. I want to add additional categories within the "strategic allocation model" regarding years experience.

    For example I need to add "bond" and "real estate" experience within that Financials subsection.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Bulk Transaction Update/Import

    Please allow for transactions to be linked to multiple contact accounts/posted to multiple contacts at once. This will be useful for bulk trade requests (advisor to investment team), and the 'Posted' marker should be allowed for bulk update to indicate trade posting confirmation (investment team to advisor)

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Misc Client Info>Health Information - Is Smoker question defaults to the value "No."

    In the Misc Client Info>Health Information section, it makes no sense to have the Is Smoker question default to the value "No." It should default to a blank field.

    12 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Fix the Shared address problem on the TD Veo One New account wizard

    When using the TD VEO ONE account wizard if a household (husband and wife) were created at the same time you cant send the non head of house hold through the account wizard unless you remove them from the house hold, re enter the home address and the re add them to the household. That should be fixed

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow a child contact to be part of 2 different families

    Allow a child contact to be part of 2 different families. This would work for adult children and for children with divorced families.

    14 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Contact search dropdown show head of household

    We love the new contact search dropdown menu that lists all contacts as you start typing their name, but it would be helpful to add the house icon next to the head of household when the list of names drops down. We typically enter notes under the head of household, so this would save us time in trying to figure out which spouse the notes should be entered under.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to add additional address types on the contact card

    We would like the ability to add different types of addresses on the contact card. For example, "Physical" (currently Home, Work, Other, Mailing).

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. get alerted when a contact is added

    I'd like to get alerted when a user creates a new contact record. We have a very large permissioned database and permissoning is getting missed and since there are only 2 admins they are unable to permission after creation. Or a report of contact records added with a date as a sortable field.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Require a code when permanently deleting a contact

    Since the "Permanently Delete Contact" and "Restore Contact" functions are so close to each other in the Recycle Bin, it would be nice to have the system require a code when permanently deleting a contact. That way, you have to enter a code to permanently delete a contact instead of accidentally clicking a box.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. CRS

    Now that Form CRS is required, a version of BICE would be very helpful. Since it is not account specific, but instead client specific, having a section on the main page of the contact record listing when it was sent and/or signed and next "review" date would be extremely helpful (especially if it were to automatically pull from Lincoln for example).

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adding More Category Dropdowns

    Please add a second Category Dropdown menu on the Contact Detail screen. We would like to be able to list them as more than one thing, simply, with as few steps as possible.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Combining Duplicates

    It would be nice to have the ability to combine records based on a contact's email address, instead of a contact's name. There may be 10 contacts named John Smith but they are different contacts, with different email addresses. Thank you.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. On the contact page, it would be nice to have the ability to sort and only see a specific status.

    Next to being able to see Clients A - Z we have the option to pick and see just "clients" or just "Perm off" or just "prospects". We don't need to see everyone in RedTail every time we click on Contacts

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. marital status

    Deceased individuals should have no marital status. Can we add a deceased contact choice in Marital status. Unknown is not accurate. Also even when updating the survivor in a marriage its still lists surviving spouse as married even when adding widow. This also needs a fix

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add ampersand to family name

    Ampersand and Family name

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Professional Looking Digital Business Card to Share Contacts via Email etc. *Without Having to Go Through "Contacts" / 3rd Party App

    Please Add Feature to Export Professional Looking Digital Business Cards to Share RedTail Contacts via Email etc. *Without Having to Go Through "Contacts" / a separate Third Party Application.

    19 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Contact Records- It would be nice if the information added to the head of household would automatically populate to the spouse.

    Contact Records- It would be nice if the information added to the "head of household" would automatically populate to the spouse.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. remove client anniversary reminder if a date of death is entered

    Remove contact from client anniversary reminder automatically if a date of death is entered in the contact record.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Speak - Flag on Client Record?

    Can you add an auto populated field to the client record in RT that give a clients speak Y/N speak active flag. This will allow for a quick reporting on who is active with Speak. Speak reporting does not give a quicklist, you have to filter, etc and still not just Y/N active with Speak.

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