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. Please add "Preferred" Radio Button to Contact Add Screen

    Please add a "Preferred" Radio Button in addition to the "PRIMARY" Radio Button on the ADDRESSES, PHONES, and EMAIL fields.

    Currently, we have to go completely through the form, SAVE it, and then GO BACK into the client in order to get to the "Preferred" Radio Button at the moment. This simple change would save a lot of time when manually entering clients. Thank you.

    1 vote
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  2. Provide option to automatically populate future contacts with custom UDFs.

    We have over 50 standard questions that help us to know our clients better. We want to create custom fields that will automatically populate a new client's record so that we can add the information as we obtain it regarding our client's likes, dislikes, hobbies, etc. The bulk action only seems to apply to existing contacts, and new fields added individually.

    7 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  3. Contact Info needed improvement

    PLEASE allow the system to be abl to input, edit and remove a conact. I want to know the name and conact info for all of my client's other advisors, CPA, Attorney etc. This seems very elementary. I am surprised it is still not a feature. Spend less time on pictures of cute dogs and put your energy where it is needed. THANK YOU!

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  4. Move email field to top of page for new clients and add a save button add top

    Often I am adding a new contact name and email and now have to scroll down to email field and save button. Perhaps the email field could be moved to just under the name field (or alternatively a "Quick Add" button that is just Name, Phone and email)

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  5. default phone number and email addresses to home

    default email and phone number to home instead of having to select every time.

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  6. UDF (User Defined Field) on Contact Creation Page

    Why isn't there the availability to add UDF's to the Contact Input Page? There is specific information that we would like to enter. The way the system is now, we have to create the contact and then we have to go back in to the system to input the UDF's. This isn't a very efficient way of handling the data.

    6 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  7. broadcast email

    If I run a quick list to show all clients that have email and a husband/wife both have the same email in their records, the broadcast email gets sent twice to the same address. I currently have to review hundreds of contacts and uncheck anyone that has a duplicate email. I would like the system to disregard duplicate emails and only send once for each email provided

    7 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  8. Kristina Lovitt Nov 14, 12:13 PM PST I would like to add a column for Family Names on the main screen where we look up all of our contac

    Kristina Lovitt
    Nov 14, 12:13 PM PST
    I would like to add a column for Family Names on the main screen where we look up all of our contact records so that we can see that they have a family name set up because that is how we pull our holiday card lists, etc. We have pulled a report and then found out by accident that they were missing their family name so it did not pull them onto our list. Can you help with this?

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  9. add the ability to move contact info up or down to change order

    Add the ability to reorder the contact record. Sometimes we run a mail merge and the address, phone number and email address aren't in the correct order, so we get blanks on our reports.

    6 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  10. Contact Entry: Default Type = Home

    it would be helpful if the Type drop down boxes (Address, Phone, Email) all defaulted to Home, rather than blank as it is now.

    17 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  11. Sort Seminars by Date of Seminar

    Seminars are sorting by date added, not the date of the seminar when choosing a seminar from a contact.

    5 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  12. Permission to multiple teams/ users on Contact add

    Add the ability to permission to multiple teams when adding a new contact. Use case- 90 advisors and servicing/ writing advisor dont work for 178+ rep code combinations

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  13. Client Detail Section: need "Add'l Info"" line to list client meeting preferences as multiple office staff schedule but not aware of prefs

    Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  14. add Charity, Religious Organization and non-profit as options to type of contact

    Please add Charity, Religious organization and non-profit organization to type of contact.

    12 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow easy import of contacts from Apple

    For someone who has a lot of contacts in the Apple “Contacts” application, it would be nice if we could easily import specified contacts or even do bulk imports into Redtail CRM. Apple Contacts already allows for various contact data bases, including Redtail to be included, but there doesn’t appear to be a simple way to migrate a contact from one data base simply into Redtail.

    3 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  16. Copy Roles selection to the Spouse in a new contact

    Now that you can select Roles in the Contact Add Screen, could the system copy those Roles to the spouses record, if they are also setup in the same screen? I noticed that Permissions copy over, but the Roles did not.

    15 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  17. Preferred selection on Add Contact screen

    Currently you have the option to select a primary contact method on the Add Client screen. Please add the option to mark a contact method as preferred also.
    When we're sending out broadcast emails, we have to do a database cleanup before each distribution. Setting clients up with a preferred contact on the front end would save us time when prepping mass communication. Thank you!

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  18. When entering a new contact we need an option for ESTATE

    When entering a new contact we need an option for ESTATE

    7 votes
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    2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  19. Require certain fields in contact creation

    Require certain information be filled out when adding a contact, like Email, Servicing Advisor, Writing, Advisor, Status, and Category. Let admins customize which fields they will require.

    7 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  20. Set Roles when Creating new Contact

    When adding a new contact, we can set the permissions (which is a great addition, thank you!) but you can't set the roles without going into the contact page. It would be useful to be able to set the roles there in the create screen because we have workflows that automate when a new contact is added. Right now they default to one person, because if the workflow automates and the roles aren't set, it assigns to no one. If the roles are set in the contact creation screen the the workflow could be assigned to the appropriate person based…

    30 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
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