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.
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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. UDF's at Household Level

    I'd prefer the ability to add UDF's at a household level instead of a contact level. Of if they have to be by contact, make them mirror each other when a contact is in the same household as another contact.

    6 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  2. PDS Excel password recovery software

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    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  3. add beneficiary info to family

    Add the ability to add Beneficiaries under the "Family". Currently you can "Add Spouse" or "Add Dependent", we need another entry to "Add Beneficiary". I realize that there are other ways to do this i.e. "Memberships", but by putting the info here, it would flow to programs like Laser App.

    4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  4. Triumphant ways for how do I talk to a cash app representative:

    Talk with the cash app administration group will allow them to ask the arrangement administration that may last more to get the advanced record far from specialized shortcomings. The suitable administration of the cash app account is conceivable with the execution of the progression that can assist clients with realizing how do I talk to a cash app representative. Generally, the obstacle in cash exchanges prompts unsettling influence, and hence care is the first viewpoint.
    https://www.contact-customerservice.co/customer-service/cash-app

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ideas to learn Online

    Our experience with students enables us to determine the fastest and most effective teaching methods

    https://www.onlinequranteachers.com/course/quran-recitation-with-tajweed/

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  6. Relationship between households

    When putting a family together, I think there should be more options than just married. We have some clients who become POA or even guardian of our clients and it is hard to connect them. If we were able to have more options like "Guardian of" instead of married it could make it easier.

    33 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  7. Family Tree Mapping

    With so many complicated family trees of divorces, 2nd and 3rd marriages, and children mixes among, I would like an improvement on the family tree mapping. I want to be able to look at a client and see their relationships to other clients in a more visual way than just the memberships tab. Thank you.

    19 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  8. Divorced Couples with Children

    It would be extremely helpful to be able to list minor children under both parents when the parents are divorced. As it is now, it looks as if the father does not have any children (because they are listed under the mother), when in fact he may. This creates frustration when we think we have the information we need and learn we do not.

    8 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  9. 4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  10. Household Documents

    I think it would be a great idea to have household documents. This would reduce the double entry of documents under each contact.

    7 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  11. add dependents

    In the Household section, when you click the button to add a dependent... it prompts you for name and relationship. How about letting us put in the DOB and Social Security number too, optionally? Frequently, we will have that information and nothing else, for beneficiaries. Saves the step of having to then go into each profile and enter it. In a household with 4 kids, it saves several minutes.

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

    It would be ideal if: the Family feature can accommodate entity names instead of just individuals or adopting a Household category as means for showing entity names (trusts/business entities etc...) in conjunction with the client relationship.

    10 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a field

    Due to our aging client base and unmarried clients, we would like to suggest adding a field in the Client Profile under Family to not only include spouse, dependent and other ... but to include brother & sister. Thanks kindly for this consideration!

    6 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  14. 16 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  15. More inputs under the "Add Family Member" field...

    I love the ease with which we can add new family members in this field. My request is... if I need to create a new contact record using this field... can the system prompt me for DOB and Social Security number too? Many times I have to add 3-4 children at a time, and that's all the info I need... much easier if I can do it right there, than if I have to go into each contact record individually and add it later. Thank you!

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  16. Deceased Client with no Family except a Sister or Brother - How to Link them together

    When a client passes away, and there is no spouse or children, but they have a brother or sister. We create a contact for them, but how can we link them together like we do husband and wife? and not have it say Married to when they are family member. Is this possible.

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  17. Family tree

    It would be nice to have a family tree view, so that you can visually see all family members linked as families or as memberships in on area.

    39 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  18. Shared contact info

    Please keep/update primary contact information for shared contacts when updating/changing head of house hold.

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  19. "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?

    42 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    7 votes
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