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. Hover on Important Information Icon to Read Important Information

    I want the ability to hover my cursor over the Important Information icon that shows us the information in that icon.

    13 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. snowbird address

    I would really like to see a snowbird address option to automatically change addresses on certain days of the year.

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. access "Departments" in the app

    I have a lot of information and contact people listed in the "Departments" section. This is not currently accessible in the app.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. UDF's in Advanced Search

    Please allow User Defined Fields (UDF's) to be used in Advanced Search.
    We need this for basic compliance review of client agreements (we have multiple service agreements, so one "client since" field does not work). Plus tracking of client meeting UDF's.

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. The field for target retirement date is very important and should be more easily visible

    I think you should move the target retirement date into the basic info (that's where I manually input for easy visibility) or the contact details. It needs to be on the main screen. If you wanted to make it really cool, you could embed a countdown timer.
    Brad Holland

    10 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Client > Month of Birth

    For Custom Export purposes, please add a "Month of Birth" field so that we can include that on our custom exports. We organize our annual client meetings around each client's month of birth. But the way that the dob exports, it's a pain to deal with that in Excel.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. show household

    It would be great if you had the little orange house that shows on the search list who is the head of the household. It impacts the eMoney integration and some other things so it'd be nice to see the house when I have the actual contact open.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. PRINT ENVELOPE FROM INSIDE CONTACT- Choose Label

    You can print envelope from mail search screen but while you were in the contact - if you could click on the drop down to the right of the address and click LABELS and then you would print the label as you do on the Name search results screen it would be faster- Even if it could be an option in the COMMON TASKS - Paula Garman

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. to be able to search by a nick name or a street address or even a email address

    If we could search by contact nickname, address or email address for marketing it would really save a lot of time searching information that might need to be updated.

    5 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Identity field

    Add a field in the update individual demographic box for a place to enter information to help with client identification for people that have similar names, ex. Stuart A. Snell (father) and Stuart A. Snell (son). We had Skip's son in the nickname field and FMG Suite sent a birthday greeting titled Skip's son. It would help our new rep know which is which since he isn't as familiar with clients yet. It comes up when you pull the client up instead of having to search their demographics for it.

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. Link Work Address

    It would be helpful if the client's employer's address/work address would auto link/share to the contact. Or even if when you select to add a work address you get a drop down of the available locations/addresses added to the business linked to the contact as employer.

    3 votes
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  12. 10 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 4 votes
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  14. WordPress integration

    Can you guys create an integration with WordPress? It is by far the most popular website back end. Currently, I have an integration that is paired with zapier, but when people type in data it jumbles it up in RedTail. We need a clean integration so the data gets ported properly.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add client description field

    Can we add a description field to the contact card for general client information all in one place?

    10 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. I came over from ACT Contact system and I was able to search an individual by t

    it is fairly frustrating not to be able to pull up an individual by company name. The only way around it is to add company again as a tag. Many, many times you can remember the company name but not employee name. Adding it again as a tag is double work. Is there a reason why it won't allow you to pull up name or family when you search for it?

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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

    5 votes
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  19. 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

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    6 votes
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