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. User Rights - Create Contact Record

    There needs to be several more user rights options. Add the ability for the database administrator to allow or disallow a user from creating a contact. There is currently one now for deleting a contact. If you want to centralize the process in your office for who gets to create contacts this is the way. We need this ability to turn on and off for specific database users.

    3 votes
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    Received  ·  0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Better contact networking

    I would like to be able to manage family kind of like businesses. I want to be able to have a head of household and spouse as a contact but have listed beneficiaries (like children etc) without having to put them into the CRM as a contact or at least not have to see them in my contact. I would also like to link CPA's and lawyers to a family and be able to look up head of households (instead of all contacts under a family) link to a lawyer. Additionally I should be able to have notes cover all…

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. add a designated beneficiary area for beneficiary information.

    Memberships isn't good enough. Adding beneficiaries to individual accounts is too time consuming. What I'm surprised Redtail doesn't offer is a designated area for beneficiary information (like a tab under Know Your Client). For our office, beneficiaries usually are the same across all accounts, minus a couple here and there. It would be nice if we had a specific region that would have the following:

    Beneficiary Name
    Beneficiary Type (Primary, Contingent, etc)
    Relationship
    Date of Birth
    Social Security Number
    Percentage

    As well as, a place to add accounts manually AND link accounts, not one or the other. It would be…

    93 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. allow grouping of client birthdays by representative, etc. to be saved.

    Why can't we save our preferences for grouping client birthdays by serving or writing rep, etc.? And for that matter, I'd love it if you'd bring back the option from earlier versions that allowed us to add upcoming birthdays to the home page along with activities, etc. Thanks,
    H

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to update addresses for a business and linked employees together, not individually.

    When updating an address for a business that has multiple employees linked by membership, it would be ideal for the linked employees (contacts) work address be updated to match their coinciding work place. If they are all linked together why should they not change. It is a waste of time to go through individually for each employee of that business and update their work addresses. Especially if you have over 50 employees linked to that particular business.
    Over all I think that the membership/linked contacts should be linked more clearly that just seeing them for a point of reference.

    21 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add more Primary Contacts

    We use this tab at the bottom of the Contact record page to add info on their emergency contacts. We have had clients die and not known how to reach their next of kin. Sometimes they give us 2 or 3 people to try and reach.

    8 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. If a new contact being entered is associated with business ALREADY in the system (i.e. works there), than allow prefill work tel/addy/etc.

    Prefill work info or allow to use existing business contact info for entry of new contact individual if this individual is associated with a business contact during data entry.

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. On the Personal Profile form could you add the "know your client" information/sections to the form?

    The personal profile form is great, but we would like to see the "know your client" information or sections added to that form. We would like to utilize this form when clients come into the office, they could look over a printed off form and make any changes or updates to their profile.

    24 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. filter notes by user in contact

    While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.

    15 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).

    It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.

    57 votes
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    Received  ·  5 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. synchronize wedding anniversary

    Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.

    46 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. enable company address and phone numbers to automatically populate employee address card

    It would be nice to have a company's address and phone numbers automatically populate an employee's information card. Currently, when we enter 401(k) participants for a company we have to manually enter this information repeatedly... We can occasionally import this information but in many cases, this is not possible. It makes the set up process much longer and tedious and is frustrating when we know the employee (participant) is linked to the company (membership), yet we can not draw from the company contact data.

    13 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Mailing Address same as Home Address option

    It would be nice to have an option to check Same as Home Address instead of having to re-enter the same address and mark it as Mailing Address.

    18 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create a spot on the client contact screen to blotter checks received.

    It would be handy for compliance purposes and commission reconciliation to have a report of checks received per month/per advisor.

    16 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. client temperature

    Add a "client temperature gauge" where you can record a client's temperature after a call, meeting, etc.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Home address vs. other preferred mailing address

    Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.

    34 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. 14 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add a place in Know Your Client to input the specific model allocation

    In Know Your Client there is the ability to add investment objective and risk tolerance, but there isn't a place to note the model you are using for a client. It would be helpful to input whether you are using an ETF model, tax efficient model, or etc. It would make sense to put it here since this section is called "Strategic Allocation Model".

    13 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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