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.
323 results found
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mandatory fields
It would be great to be able to mandate what fields are required when entering a new contact .
7 votes -
Include client name on Contact Card / Contact Details
The client's name is displayed only in the upper left, while pertinent contact details are often in the lower right on the screen. It would be great if the name also appeared somewhere in the Contact Card or Contact Details windows. I.e. "Contact Card - Client Name"
7 votes -
Business Contact Optional
We would like the option NOT to create a business contact when a new contact record is added. In addition, the functionality to delete a business record. It is clogging up the contact view. Thank you.
7 votes -
When we type the name, it would be nice to automatically fill in the nickname. this will keep the data clean
Automatically fill in the nickname. save time and we can edit if is different from the name.
7 votes -
Contact picture PDF
We usually scan our client's licenses into our system or clients send their license as a PDF file. It is very time-consuming to convert these to our a .jpg Any way to upload their license as a .pdf so we can add a contact picture for them?
7 votes -
Former Employer in KYC Professional Tab
A few suggestions:
1) Have Employment/Employer info all together in its own sub-tab in KYC section (separating it from Professional Contacts)
2) There is "occupation, start date, GAI $ and Retire date" but to this should be added the "former employer" which should be able to be populated by existing employers in the system. This way we can look at an employers record and see anyone who currently works here or who has worked here in the past. We would then also be able to click on the employer and it would take us right to the employer record. You…
7 votes -
Under Misc Client Info
We would like to be able to add to this category- we would like to have another option called - Medicare ID Number
7 votes -
Family members (children) should easily be found on rt
clients children should be easier to locate.
7 votes -
Previous Employer Data Archived
It would be nice to have a place to store Previous Employer Data for a client - company name, title, Admins, etc. Possibly an Archived option similar to addresses.
7 votes -
Add Marital Status option of "engaged"
Pretty simple! :)
7 votes -
View Contacts A-Z via Family Name instead of Individual Contact Name
Contact A-Z page would be by Family name i.e. "John & Jane Smith" or "Thomas Brown and Jessica Kent"
This would be especially helpful for the phone app you are unable to see spousal relationships.
The Family name could still link to the family page where each family member's contact is.7 votes -
browser tabs
I like to open multiple browser tabs (firefox) in Redtail for clients/contacts I want to work on. Each tab currently says "redtail" and often I will have to click each one to show what contact it represents. It would be super helpful if these tabs showed the contacts last name instead of redtail.
7 votes -
contact page layout
I just think you're wasting so much space on this page. Too much clicking to see data that I need. Think about what data points an FA would most likely want to see on a contact and display that right away. Hint: spouse, kids, topics in common/points of interest. These are conversation starters.
7 votes -
Creating a Contact Link
I would like to have a link I could send to a client and have them fill out all of their personal information. It would then create a contact that would be reviewed and approved to be added into my database. This would eliminate the need to send a client a form or have someone call with the information to transpose the data back into Redtail. Certain fields should be required to enter / create the contact.
7 votes -
Client Since calculation
The Client Since field automatically calculates how long someone has been a customer, which is mostly nice except for Former Customers and Deceased customers. It would be good for the calculation to freeze when a Date of Death is entered; I also saw that in 2015 a Client Termination Date was added and that doesn't seem to exist anymore; it would be nice if this was still there and also froze the Client Since calculation.
7 votes -
user mail merge
In ACT!, users were tied to their own Redtail contact records, and the user data drove mail merges etc. It would be great if I could launch a mail merge template and Redtail would KNOW that I (the user) am going to sign it, so it would pre-populate my name and title based on my contact record. This was how ACT! did it.
6 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!
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Important Client Information on contact card or contact details (main page)
Important Client Information on contact card or contact details (main page)
Please add:
- household income
- Estimated yearly savings rate
- Desired retirement year
- Desired gross retirement income
- household social security income at FRA
- household social security income with claiming strategyUse AI to develop peer group comparisons for all RedTail users.
6 votes -
Customize contact details. Instead of having the servicing and writing advisors to be able to have the "roles" like advisor, associate a
Customize contact details. We want to have advisor, associate advisor, and CSA (from Roles) instead of the servicing and writing advisors.
6 votes -
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 -
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
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