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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  1. "significant other, fiancee

    Today's family's are not the "normal family any more. Sometimes people dont get married, haven't gotten married yet, or will never get married but live happily after for years to come. Please add "significant other, fiancee"and any other terms you can think of that describes the 21st century household. How do gay couples call each other? Husband and wife? Even if they are not married yet?

    17 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  2. Important People tab like Important Information

    Family/Friends/Pets-Include a tab called "Important People (Like "Important Information") Where you can enter the name, birthdate, and important items about that person or pet that can be used as talking points. For example, John Doe | Grandson | 7/24/2001 | age 19 (system calculated) | Plays baseball for XYZ Universtiy.

    4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have a Pet name and note field

    Have a Pet name and info field

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  5. shared family contact address and phone info

    We often don't have address info for adult children of clients. When adding an adult child to a family - we use this to group them instead of memberships - we'd like to have an option to classify them as an adult child and have that classification mean that the family head's address and phone info will NOT automatically populate in the adult child's contact card.

    23 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  6. Switching Family Head

    When switching a family head of household all contact information should remain on both profiles. Currently the information remains with the former head of household and we have to key in all the information to the new head of house hold.

    18 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  7. Additional family options (not in the 'Membership' page)

    Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.

    35 votes
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    3 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  8. Anniversary duplication

    When you create a family and the husband/wife syncs together, you should also sync the anniversary dates. Currently, you have to input the anniversary in both contacts. It would save time to only input it on the head of household and then it syncs if you have created the family and put married.

    38 votes
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    2 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  9. Dependent Types Add customization for them

    in the family's section. for Dependent Types Add customization for them i.e. Pet to the options current list child, grandchild, other would like to add our own custom types

    6 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  10. household

    When creating a Household/Family name it requires "and" instead of "&". I feel like this started somewhat suddenly a year or so ago. If I forget then when I run reports it comes out as "&"

    11 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  11. In the family tree, the trust needs to able to be added as a bene.

    In the family tree, the trust needs to be able to be added as a bene. rather than going to memberships. That field is not intuitive.

    19 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  12. Household

    Wed like to have the ability to capture and reference data under the HOUSEHOLD name/title (Ex. James & Virgina Smith) - - - with all the contacts info, notes, documents, etc able to be STORED & ACCESSED under that combined title. Ideally you could introduce the OPTION of storing data at the individual level - - - by clicking on the individual within the household. But otherwise, its maintained collectively/centrally - - - within the household.

    It would also be helpful to see LINKED/associated contacts (Ex CPAS & ATTYS) on the home page - - - in addition to DEPENDANTS.

    27 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Family Name Option for Businesses

    Give the option to give businesses a family name (you could call it business name or something different but have it work the same). We often invite businesses to events with other clients and when we pull labels with family names, we have to go in and manually add the name of each business because only their address appears on the label. We also have several businesses where we may want to send it to someone's attention and could do that in the family name because if we do it in the address line 2 spot then the city/state/zip don't…

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add section for Original Depositor Information

    I don't want to create a new contact, but the DOB, DOD, and SS# for the original depositor of a person's beneficiary IRA is good information to have on hand.

    4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  15. Household

    It would be awesome when editing a client that is in a household" category" or "status", the systems prompts you choose if you would like to make the change to the rest of the household. This is would better rather than going to each member of the household to make the same changes over and over again.

    24 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  16. A child is not necessarily a dependent!

    We deal with many multiple-generation families, and the problem we have with the current family screen is that, when linking a child to the family, the Head of Household address and home phone number automatically populates in the child's record. This creates such a mess since the vast majority of our 'children' are grown adults with their own contact information. We don't use the family feature at all for exactly this reason - it completely screws up the child records. PLEASE allow us to link children without the parent info flowing through to the childrens' records.

    31 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  17. Family member relationship

    Two things here...
    1) When a client's marital status is Life Partner, the basic info at the top of their profile lists them as "Married to" when they are not actually married, hence being life partners. So...
    2) In the family member section, can we have a relationship that is Life Partner, but that has the family member stay in the spouse position?

    26 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  18. Adding Dependents

    Is there a way to add a dependent to a clients household when the person that we would like to link is already a head of household too? When I try to add a family member it will not populate her name that is already in our data base. It makes me set up a new contact than then all her information is blank if we open it under her parentr.

    14 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow the option to choose Family Category or Group Category

    A Group Category would be helpful for Simple IRA Companies with many participants, trust accounts, corporations or investment groups with several participants. The membership feature is not easily accessible like the Family Name link and seem more logical for CPA's, attorneys or other professional links to a client.

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  20. Household Accounts

    We are interested in being able to assign our accounts to a household, instead of a single contact. For example, if a household has a joint account, we can only assign it to one contact. We wish there was a way to see a household and all of the accounts that fall within their control.

    14 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
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