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!
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132 results found
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Be able to tell when a client's preferred contact method is via text
On the contact record the preferred function allows us to know whether the account prefers initial contact attempts via phone, email, or mail. With more and more texting solutions coming online for advisors we will soon have the issue of not being able to tell the difference between a client whose preference is a call vs a text. Also, maybe a checkbox next to the phone numbers that let us know for clients that have phones that text, whether the client themselves are comfortable enough using text messages to do any communication via text.
15 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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Multiple options for UDFs
We need an option when creating a UDF for a drop down where we can select multiple items for the field. IE: Field name plus list or checkbox of items
15 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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List of multiple employers for single contact
Please add the ability to have multiple employers for a single contact. We have many contacts who work and own businesses. Being able to link owners and employers of these additional businesses would be helpful.
15 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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Display Head of Household
Display who the Head of Household is on the contact record
15 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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14 votes
Redtail’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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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 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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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 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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Date of birth field, allow entry without slashes and have system automatically insert slashes.
Allow us to enter date of birth as 01012019 and have system automatically format it with the slashes. Data entry is faster if we don't have to add slashes.
13 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 a "sub category" underneath the category section
Hello!
I'd like the opportunity to have a "sub category" underneath the category section.
13 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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Head of household contact info should auto populate to living spouse record
When a head of household dies, the living spouse becomes head of household. When I make that switch, none of the contact information carry's over to the new head of household record, so I have to re-enter. should this not be automatic?
13 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 "Estate" as a Contact Type
Hi, we get a good number of estate accounts. I've resorted to labeling the contact type for these accounts as Trusts, however that is not very accurate. Could Estate be added as a Contact Type? Thank you.
13 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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written agreements review
Love the written agreements review section. Every calendar year I am required to send privacy policy notices to all of my clients. Recording this in the record is great. something that would be nice:
1. being able to generate a list of the last time I sent a PP notice to all of them
this would be great for two reasons
1. so that I can know who I am missing) at year end
2. so that when auditor comes by to see that I have done it for the year12 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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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 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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"Last Updated" Add to Contact Details/Card
A "last updated" section to the contact details, and contact records would be nice. That way we can see when we last updated their records for client record upkeep.
12 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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occupation
I would like to see occupation listed on "contact details"
11 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 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 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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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 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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customize contact field
Would like to be able to have custom field in client record. I would like to be able to search and run reports based upon this field. i.e how often client wants communication. If monthly, be able to run a monthly report of upcoming phone calls and monthly call of monthly meetings.
9 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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Ability to sort/move contact info sections
Please add the ability to personalize the order of the sections under a contact record. Currently, the order is:
Contact Name
Accounts
Activities
Documents
Etc.At least half of these are unused by our company. It would be really nice if each user, or even the company admin, could arrange these so that the most used sections are at the top.
9 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 Customize Fields under Departments
It would be nice to add more customizing fields to departments than just having four. Name, contact, phone, email or web. Most of the departments I use have phone number, fax number, email, web, a user name and password to their websites. I am currently having the fax number on the right side under Contact card. The only way for me to know if it is the right department fax number is to hover that number until the department name appears. Its very eye straining when i have 12 work fax numbers i have to look at.
8 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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