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!
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.
15 results found
-
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.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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
75 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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.
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
When entering a new contact we need an option for ESTATE
When entering a new contact we need an option for ESTATE
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
spouse
Add Spouse info on New Individual page
The only info you can add for Spouse on the new client page is name and job info. Then you have to go into the spouse after saving to add contact details, DOB, SSN etc. It would be great if all that info could be added on one page. And it would be helpful if the servicing and writing, status, category etc would copy over to the spouse.
45 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
clone a contact
Please add a cloning option, super helpful for entering spouses plus we have two departments who keep separate records so for a husband-wife we have to enter the SAME info FOUR times!
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
When adding employment to a client please don’t automatically create a separate contact for the employer
When adding employment to a client please don’t automatically create a separate contact for the employer
49 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
add option to use custom label when adding phone # for new contact
be able to choose daytime, evening, work or cell
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
different contact types
It would be really helpful to have a couple more categories to choose from when you add a new contact. Individual, business, association, trust, or union, don't really apply to a few of the contacts (which are insurance, annuity companies, etc., in this case). We can't categorize them as businesses because we already have a group of contacts labeled as this for a different reason. It would be awesome to have a "company" option to choose from as well.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Data import
We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.
92 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Add Contact
In the "Add Contact" section allow to search by 'nickname'
36 votes
- Don't see your idea?