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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.
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How can we improve Redtail Technology's CRM?

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24 results found

  1. Dependent Types Add customization for them

    in the family's section. for Dependent Types Add customization for them i.e. Pet to the options current list child, grandchild, other would like to add our own custom types

    10 votes
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    0 comments  ·  Family  ·  Admin →
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  2. Family descriptions/relationships box on Redtail page

    I would love to see a separate (box?) area on the contact's page being able to list family/relationships at a glance. We don't always have last names and therefore cannot create contacts; but it would be so nice to be able to view, at a quick glance, our client's grandchildren, ages, etc.

    7 votes
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    0 comments  ·  Family  ·  Admin →
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  3. Add section for Original Depositor Information

    I don't want to create a new contact, but the DOB, DOD, and SS# for the original depositor of a person's beneficiary IRA is good information to have on hand.

    7 votes
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    0 comments  ·  Family  ·  Admin →
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  4. Allow the option to choose Family Category or Group Category

    A Group Category would be helpful for Simple IRA Companies with many participants, trust accounts, corporations or investment groups with several participants. The membership feature is not easily accessible like the Family Name link and seem more logical for CPA's, attorneys or other professional links to a client.

    6 votes
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    0 comments  ·  Family  ·  Admin →
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