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.
132 results found
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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 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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Indicate Source of Income
It would be nice it you had an income section. You could have a dropdown box so that we could choose if it is social security, pension, deferred comp, income from divorce ect
51 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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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 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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Use the USPS API to verify mailing addresses
The USPS has a great API to verify addresses and format them to the USPS standard. It will even give the Zip+4 for the address. How about a button to check the address?
Info on the API can be found here: https://www.usps.com/business/web-tools-apis/address-information-api.htm
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!
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Personal Profile Form
We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.
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!
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importing!!! from other data bases like Excel!!!
importing!!! from other data bases like Excel!!!
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!
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combine activities & notes to one tab
Combine Notes and Activities to one tab and allow user to set to one or both.
48 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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permissions and roles
Ability to Edit Roles and add new Roles to fit team descriptions closer.
48 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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have the ability to create custom banners for contacts
For example: have a banner that indicates a contact is a top client; but we admins could freely create whatever banners they wish to use for their practice.
48 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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Contact Name in Open Tab
When a contact is open in an internet tab, it would be nice to add the name to the open tab(s) since I flip back and forth between different contacts and I know I am not the only one that works off of multiple tabs.
44 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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License Type Database List
The license type database list is incomplete. While adding licenses for advisors, I was unable to add Series 1, Series 22, Series 31, and Series 53. I submitted a ticket to support technology but I was told that this feature is unavailable, and they suggested that I post it as a suggestion.
44 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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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 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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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 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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Add More Marital Status Options
Right now there are only 7 Marital Status options: Divorced, Life Partner, Married, Separated, Single, Unknown and Widowed. I would like Redtail to add "Divorced and Remarried" and "Widowed and Remarried" as two new options. If there is a change in divorce law, we'd like to filter our clients and send correspondence to any client who is divorced or has previously been divorced, but Redtail only allows the marital status of a divorced and remarried person to simply be "Married". Additionally, a widowed and remarried person often has different estate planning goals we should be sensitive to (i.e. leaving inheritance…
42 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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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 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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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 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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Establishment Date (Trust/Business/Associations ect)
It would be very productive if we could have the establishment date field in the contact details section for entities. Usually on account paperwork the establishment date is required so having this information in the contact card just as it for birthdays would be very beneficial for entity clients.
41 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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Home address vs. other preferred mailing address
Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.
40 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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Auto-Assign CSA Role Based on Advisor
It would be nice to, upon creation of a new client record, assign the CSA Role automatically based on the Writing and Servicing Advisor combinations. i.e. If the new contact's Writing Advisor is John and Servicing Advisor Joe, the CSA role would automatically assign to Jane.
38 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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Pronounciation of Names
Please add a field for the proper pronunciation of the name
38 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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