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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. POA/Primary Contact

    If a client has a POA then it needs to be something that there is a place for to easily record, like under important information. If that POA happens to be the point of contact, then that primary contact field and the name of the POA should be at the TOP of the contact page so you know instantly that all communications are funneled through them. Also, sometimes a POA is only on an account level, there should be a spot on there to list them.

    30 votes
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  2. Add Servicing Advisor beside Portfolio Balance

    Please add "servicing advisor" right next to "portfolio balance" on the contact page. When I look for a contact/client, I also need to know, at first glance, who the advisor is.

    10 votes
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  3. Support hyperlinks to web addresses in User Defined fields

    Having the ability to populate user defined fields with web hyperlinks would be very useful.

    41 votes
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  4. Ability to archive a UDF

    We use UDFs for our RMD so we will have one for each year. While that is very useful during the year and immediately following it would be nice, for purposes of keeping lists clean, if we could archive a UDF. What I envision this doing is it being removed from the list and anyone that has that UDF has a note recorded that they had it and what the udf contained for them.

    21 votes
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  5. UDF Value Appearance

    When we're typing in the UDF sections; whether in contacts or accounts, it would be great if the breaks we enter would correspond with what is shown after the UDF is saved.

    For instance, I use account UDF's to track RMD's. So mine might look like this:

    2017 RMD amount for account = $***.xx

    2017 RMDs total = $xxxx.xx

    Total 2017 Distributions = $xxxx.xx

    However, when I save and close the UDF, it doesn't read the same on the screen. The page breaks basically don't exist, so the note doesn't have lines where I want them to be. It would…

    41 votes
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  6. when you update the address in Schwab it should automatically update in Redtail.

    When I update the address in Charles Schwab, it should automatically update in redtail or at least the following day. Clients change addresses a lot and when I have to update it in Schwab and then go in an update in redtail it becomes cumbersome.

    8 votes
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  7. Reformat the Contact Card to Allow Cutomization

    Add ability to click and drag sections to rearrange how they are positioned on the contact card (tailor to user preference); also add ability to save contact card layout template

    For example: Would like to have UDF's show at the top of the page when on a contact card instead of having to scroll to the bottom and have a skinnier note section that scrolls on the right versus left.

    44 votes
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  8. Add tab for "Professional" on main Contact record

    On a client's main Contact record, below the Activities and Notes, there is a section with tabs for Keywords & Tags, UDFs, Finacials, etc. This section should include the Professional section, but it does not. To access the Professional section, you have to click into Know Your Client, then Professional.

    Please add a tab for the Professional section on the main page, next to all the other sections.

    18 votes
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  9. combine activities & notes to one tab

    Combine Notes and Activities to one tab and allow user to set to one or both.

    45 votes
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  10. Fix Contact Photo

    Allow us to upload an image that is not square, we previously would upload all client Driver's Licenses, and crop the photo! It was great, we had a Client photo for everyone and quick access to all their DL info. It now cuts off the edges since no State has a square DL. Please fix this, this is a deal breaker for me.

    31 votes
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  11. Add 'Engaged' to Marital Status

    Allowing us to record when a client is engaged, though not a legally binding status, lets us prepare to have a conversation around merging assets and the other financial impacts of marriage.

    56 votes
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  12. Gift Log

    Add a Gift Log - A way to track what each client has received and when they received it and then to be able to pull reports.

    42 votes
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  13. Important Information Report

    It would be great to have an "Important Information" added to the Reports under Common Tasks. There are times that we want to print out the Important Info for a client review, but have to copy and past.

    15 votes
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  14. 19 votes
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  15. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    This would be helpful when archiving records. It is reasonable to delete inactive and deceased clients from Redtail.

    66 votes
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  16. Eliminate automatic business contact and automatic owner contact

    Please eliminate the automatic business contact AS WELL as the automatic owner contact when entering a trust in the account section.

    35 votes
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  17. Would it be possible to see name of spouse or family name next to a contact name in selection list?

    When selecting a second contact (usually spouse) to link to an activity or note, and there are multiple contacts with the same last name, it is hard to determine who is the correct contact to select. If I don't already know the first name of the spouse/partner, I have to cancel the activity or note, go back to the the contact list and open the orgiinal contact to see who they are householded with. Then go back and redo the activity. This is very time consuming. Would recommend having family name or the spouses name in parenthesis next to the…

    7 votes
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  18. Voice activate typing - NOT copytalk

    We use Copytalk (which we have to pay per person for), it would be awesome if the system allowed us to speak directly into Redtail. Not just for taking notes but for everything. i.e. Dragon Speaking Naturally. In the age we live in, our amount of time typing is getting close to constant, causing pain.

    26 votes
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  19. employment history

    It would be helpful to have a feature for past employment history, where we can search by a contact and find out all the places he/she worked at in the past (kind of like LInkedin), and vice versa -- be able to look at a business and see who used to work there. The memberships field is not very helpful in this regard because it quickly gets cluttered. Say there is a firm of 20 current employees and 20 past employees -- that's 40 records I would need to look through for that firm to find whom I need. Thank…

    18 votes
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  20. Add roles to the main page for a contact

    Instead of having the redundant "Servicing and "Writing" advisor on the main page under contact details, put the Roles in these spots. Because the roles are associated with workflows, It is important to have them in an easy to see place instead of on a random page that is easily forgettable.

    176 votes
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