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!
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323 results found
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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.
16 votes -
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?
7 votes -
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!
15 votes -
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 LayoutsClick 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…
58 votes -
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 -
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 -
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 -
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 -
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!!
13 votes -
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 -
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.
16 votes -
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…19 votes -
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.
6 votes -
Please PLEASE remove Local Time now located at the top of each Contact Card. It only adds to the jumble and is distracting to boot.
Please delete it - that's all. Or offer it as option. Thank you.
14 votes -
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 -
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"...
8 votes -
add memo feature
When entering a new contact record or updating a contact record, it would be nice to see a memo feature added. For instance, in the phone numbers section. There maybe different departments within a company/vendor. Nice to document which number will get you to which department.
4 votes -
App/Connector for Microsoft Teams
An app or connector for Microsoft Teams. We use Teams for our phone system. Would be nice it would automatically look up client and pull the record up in teams. Also just having access to contacts in Teams app would be very convenient.
34 votes -
I like the new feature that when I search for a client that they show up as a menu underneath. But, I noticed that the search will not incl
I like the new feature that when I search for a client that they show up as a menu underneath. But, I noticed that the search will not include nicknames. For example, when I search "Matt" it will not show up if there actual name is Mathew... Or searching '*' will not show up if there name is Richard even if the nickname is filled in as '*'.
8 votes -
SEARCH RESULTS:
SEARCH RESULTS: For some reason (just this week) when I go to search for a client and the results are 3 clients, only 2 clients show and I have to scroll down to see the third client. However, when I search and the results are say 11, the list continues as normal.
Has there been a change? I would appreciate seeing all three results as opposed to having to scroll regardless of the number of results.
16 votes
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