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.
378 results found
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4 votes
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Be able to change a contact ROLE, while not a database admin
For some reason, we are not able to edit a contact's roles (ie, advisor etc) once they're an established contact, unless the user is a database admin. Please change it so anybody can change the role of an existing contact.
3 votes -
RMD Information/Log
Please create a RMD information tab in the left side panel similar to the UDF, Notes and activates fields. We need a section where we can track all RMDs per year and if they were satisfied. RMD accounts can be satisfied in one account of across multi accounts so we need the ability to customize data and take notes and track if the RMD is completed for the year. We need the RMD data to stand separate from accounts section since we don't enter acct info in redtail. Currently we enter RMD instructions in the UDF, but we need a…
9 votes -
Movable and Customizable "Tiles" on contacts page
Movable and Customizable "Tiles" on contacts page.
In my case, we'd like to add "soft" profile notes such as "Client retired in 2019, likes to play golf, has a cabin in Flagstaff, daughter is a doctor in NYC, is an Arizona Cardinals fan" etc.
Currently, we are putting it in "Important Information" but would like the "Important Information pinned directly under the Basic Info of the client.
5 votes -
New Contact ID Fields
Love the addition of the new ID field, but can it be moved lower on the Contact Details section? Perhaps under the "Added By" field? And re-titled "ContactID" or "Redtail ID" to make it less confusing?
1 vote -
rearrange and/or hide ID in contact details
You've recently added "ID" to the top and most visible spot on the Contact Details field. It would be nice if this field were optional. We've been using RT for 14 years and have never needed the ID number, so it's placement at the top of the field makes it now harder to see the information we do need. Thanks for your consideration.
3 votes -
Common Tasks
Would like the option for Custom Reports to be a pdf or the option to add sections to the Personal Profile Form to use in client reviews.
3 votes -
client ID
It would be helpful if each client's unique Redtail auto-assigned ID number was auto-populated as part of their contact record. This could be used as a unique identifier with other outside integrations such as Hubspot
6 votes -
Employer Information Feed into Client Contact area
Employer information should feed to the client contact area. This would take out the added step of navigating to the employer record to view this information, and manually update any contact card information on the contact that lists the employer address/phone number.
4 votes -
business contact name
Under the business name, have a couple lines to put the business owners name and the direct contact person.
11 votes -
Custom mailing labels
We have mailing addresses for each client. Please make it possible to run labels for this address rather than the default home address.
6 votes -
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
12 votes -
Delete Warning
Please consider adding a WARNING pop-up window with "confirm action" related to deleting contacts or accounts!
Example: while recently experimenting with TAG GROUPS, I created a test group and added a client.
Clicking then, on View Members, He was there, and I thought great. Except he was a test member. Wanting to remove him from the Tag Group, from the list view I then clicked on the down arrow in front of his name and scrolled down to DELETE (which I would have assumed meant FROM THE LIST)
It did not. It meant DELETE ROBERT ABEL and ALL of his…
1 vote -
mandatory fields
It would be great to be able to mandate what fields are required when entering a new contact .
7 votes -
Track Who "Booked" the Client on Contact Card
We track who initially booked and scheduled prospects through Opportunities, and we also track go forward. Can we add a line on the contact card, so that we can see this front of view vs having to click into the OT?
1 vote -
Edit all data on contact card by only pushing edit once
Instead of having to edit each different contact number, address or email separately, have the edit button open the whole box and be able to edit everything easier.
6 votes -
show all family members on contact card
allow us to view and click all family members directly beneath any contact instead of having to create a membership which is NOT visible on client dashboard and without going into the family tree. TOO many clicks. To be able to click on any given family member and NOT only the Spouse. The interaction to all allows us to use the CRM in the manner we need. Alot of clients have family members as health care proxy, etc and we have to search outside of CRM to find that name and then return to CRM search for that proxy and…
10 votes -
Allow Non-Admin to Add Permissions on NOT Permissioned Contacts
When contacts are created and the permissions are not set, either because it was initially omitted or if the contact was created automatically by the system, it would be helpful if all users would still have the ability to assign the permissions for them. Requiring an Admin to go in and assign permissions on everything that is not set at the initial stage, is tedious and unnecessary. Please allow "NOT Permissioned" items to be assigned by anyone.
4 votes -
Indent members of family/Household
Using this sort for a Quicklist, it sure would be an improvement if all those listed under/after the Head of Household were simply indented by 3 or 4 spaces . . . so much more visually effective:
Type
Family
Field
Head of Household
Operand
Equal To
Value
True
Type
Family
Field
Head of Household
Operand
Equal To
Value
False
Type
Contact
Field
Category
Operand
Equal To
Value
*AAA-1 CLIENT: (Quarterly Actual Review)
1 vote -
Simplify and Improve "Householded" Visual Representations, Screens and Reports
The limitations of Redtail's ALL BY ALPHA method of displaying "Contacts" is very non-useful when needing to view "Householded Contacts" and "Householded Account" data.
We can certainly create various Quicklists to sort for and display our various categories of clients (A, AA, AAA-1, AAA-2, etc.), but there is no way to click a few buttons and get a display of ALPHA Head of Households, with the spouse <sometimes male, sometimes female, sometimes same gender> SIMPLY INDENTED BELOW the head of Household. That would be SO simple and SO helpful, and so OFTEN utilized!
There's got to be a simple, straightforward…
1 vote
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