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. 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.

    8 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 16 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. 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 →
  13. 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 →
  14. "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 →
  15. 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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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  16. 10 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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.

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

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

    54 votes
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    4 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
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