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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.

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323 results found

  1. bulk client type change

    would be incredibly helpful to have an option to bulk change client type(go from association or business to individual) as when our files were imported a TON of individual clients were input as business or association. it will take a long time to correct individually.

    3 votes
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  2. primary contact

    On the Contact Card can you make the primary for each category a different color or more obvious. The bold is does not stand out enough.

    12 votes
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  3. Trusted Contact Field on Contact Card

    Can you PLEASE add a field for Trusted Contact information on the Contact Record card? Also, please add a check box that can be marked if the client declines to provide this information. Thank you!

    52 votes
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  4. 22 votes
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  5. 401k Clients & Prospects

    Make Redtail more user-friendly and appropriate for 401k/403b/Etc. advisor services. If the contact is a business and a client or prospect - it should have options to record: Plan type, Assets, participant count, service providers (recordkeeper/TPA), and plan number. Not information like male/female, age, height, weight, citizenship, etc. None of that information is appropriate to a business,so there should be fields that would automatically change input information required depending on if the contact record was a business or an individual.

    31 votes
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  6. multiple contact status and categories

    It would be great if we could select multiple status and categories for contact records. For instance, we have business relationship - Active for a Contact Status. I would like to be able to select more than one Category, for instance COI and Vendor.

    18 votes
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  7. List Referrals for a client on their contact page

    Add a feature where we could see all the referrals made by a client via their contact record. This would enable us to see who our greatest referral sources are and keep track of names referred to us.

    14 votes
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  8. Online Fact Finder

    To be able to send a secure link to a new client to have them fill in selected information about themselves. Things such as DOB, SSN, address, etc.

    13 votes
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  9. Pronounciation of Names

    Please add a field for the proper pronunciation of the name

    38 votes
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  10. Viewing permissions for contact list

    Permissions to view all contacts from the contact page for everyone, but deny permissions to select and view the individual record and/or account. We don't want duplicate clients. We have situations where one agent is securities licensed and takes care of the fiducial side and a separate agent takes care of the insurance (and is not securities licensed. Giving permission to both to view the record does not meet compliance.

    9 votes
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  11. Turn off auto creation of employer records

    Give the database owner the ability to turn off the auto creation of employer contract records. I find it annoying to have records created for employers as I don't ever use them and they don't get categorized properly.

    49 votes
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  12. Adding Additional Roles

    It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.

    225 votes
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  13. Distinguishing minor children from adult children

    It would be ideal to be able to distinguish minor children (who need to have the same contact info as the parent) from adult children (who need different address/phone, etc., from the parent), yet still be able to see them in the same list (not half in Memberships and half in the family area).

    41 votes
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  14. Enable user defined fields to have a customizable order

    I think it is key to enable user defined fields to have a customizable order, not just alphabetical. This would allow users to format and better fit UDF's to their specific needs. I know that we are evaluating other options for our CRM needs because of the lack in customization with UDF's, if there were more options on this front, it would allow us to stay with Redtail.

    130 votes
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  15. Update clients contact photo based off of their linked social media website

    I think it would be great to have the ability for our client's contact record photo be updated to whatever the image they have on their connected social media website. For those who have multiple social media websites, I feel it would be easy to give the advisor a choice on which photo to have system default to use.

    85 votes
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  16. Annual Review COMPLETED Section on Main Client Contact Page

    Please add a box that can be checked off or written in free form to detail when the annual review is completed.

    I know the "Know your client" section has a "Client Review" feature, but that just alerts me for the next review.

    It would be super beneficial to have a place on the main contact screen for a particular client that shows if we have completed the annual review or not. This will allow us to quickly glance and see during our other conversations if we have completed this documented annual review.

    Either a yearly check box or a…

    109 votes
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  17. When adding a new contact for a husband and a wife, more then just the address & phone # should be added for the spouse

    All the fields should be defaulted to copy the first entry, The permissions, tags,teams, status, category, source. Referred by, servicing advisor, writing advisors. etc. Why do these fields not auto-populated from the spouse?

    19 votes
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  18. Trusted Contact

    Under the contact record, can we please add fields for "Trusted Contacts"? We need to record the name, address, phone, and email of Trusted Contacts in a way that is easy to find. We are currently adding it to the "Important Information", but having a specific field in the contact info would be more helpful. It would also be nice if there was a checkbox somewhere that you could click if Trusted Contact is "declined", as this is something required going forward.

    172 votes
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  19. insurance license

    Under Licensing, it would be nice to have a section to record agent's state insurance licenses, including state, number, effective date and expiration date, with the ability to set alerts (30 or 60-day) for upcoming renewals.

    28 votes
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  20. professional contact

    On the Contact Page, you have provided a window with quick access to the Know Your Client Info, but it's missing one choice. You have Client Review, Financials, Important Info, Misc Client Info. Next it should say Professional and you'd be able to access this quickly from the primary contact page.

    15 votes
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