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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  1. pronouns

    Change the default start field to First Name or Last Name instead of Preferred Pronouns

    7 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add 'Custom Title' for phone numbers to the 'Add Contact' page

    It would be super helpful if when adding new contacts we could have the field for 'Custom Title' on the phone number section rather than having to wait for the new contact to populate then plugging that info in, and having to switch over to the spouse's contact and adding the same info. It would just save some time since there is a delay in waiting for pages to load. Also didn't know if possible but when adding mobile phone numbers/work/etc. if these would go ahead and copy over to their spouses page. Unless there is a reason this would…

    15 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  3. Share home address and phone check box

    When adding a spouse or maybe on the HOH record or both, there should be an option to not share contact card information.

    6 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bulk/Batch Add New Contact

    The only way currently to add contacts from a spreadsheet into the CRM is to email redtail to perform the action. I would suggest creating the interfacing so users/admins can also add record in bulk, especially for instances where events/workshops generate a lot of information that has to be worked with right away.

    7 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  5. Under FINANCIALS, add an additional enhancement of RISK PROFILE

    Under Financials add an additional enhancement choice of RISK PROFILE with a date column or text space, allowing you to track last time the profile was updated. Currently there is not an option and risk tolerance doesn't answer this date or note idea found in this area

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  6. To add on the contact page a place to list beneficiaries

    Add a place holder for primary and contingent beneficiaries
    A checklist to mark off for important documents, wills, poa's, etc.

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  7. link the referral to their client page

    Under the contact details would love to see the referral name link to their contact client page. thank you!

    4 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  8. Provide option to automatically populate future contacts with custom UDFs.

    We have over 50 standard questions that help us to know our clients better. We want to create custom fields that will automatically populate a new client's record so that we can add the information as we obtain it regarding our client's likes, dislikes, hobbies, etc. The bulk action only seems to apply to existing contacts, and new fields added individually.

    13 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  9. UDF (User Defined Field) on Contact Creation Page

    Why isn't there the availability to add UDF's to the Contact Input Page? There is specific information that we would like to enter. The way the system is now, we have to create the contact and then we have to go back in to the system to input the UDF's. This isn't a very efficient way of handling the data.

    16 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  10. broadcast email

    If I run a quick list to show all clients that have email and a husband/wife both have the same email in their records, the broadcast email gets sent twice to the same address. I currently have to review hundreds of contacts and uncheck anyone that has a duplicate email. I would like the system to disregard duplicate emails and only send once for each email provided

    70 votes
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    5 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  11. add the ability to move contact info up or down to change order

    Add the ability to reorder the contact record. Sometimes we run a mail merge and the address, phone number and email address aren't in the correct order, so we get blanks on our reports.

    16 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sort Seminars by Date of Seminar

    Seminars are sorting by date added, not the date of the seminar when choosing a seminar from a contact.

    11 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  13. Client Detail Section: need "Add'l Info"" line to list client meeting preferences as multiple office staff schedule but not aware of prefs

    Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize

    4 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  14. add Charity, Religious Organization and non-profit as options to type of contact

    Please add Charity, Religious organization and non-profit organization to type of contact.

    13 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  15. Copy Roles selection to the Spouse in a new contact

    Now that you can select Roles in the Contact Add Screen, could the system copy those Roles to the spouses record, if they are also setup in the same screen? I noticed that Permissions copy over, but the Roles did not.

    21 votes
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    2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  16. When entering a new contact we need an option for ESTATE

    When entering a new contact we need an option for ESTATE

    10 votes
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    2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  17. Set Roles when Creating new Contact

    When adding a new contact, we can set the permissions (which is a great addition, thank you!) but you can't set the roles without going into the contact page. It would be useful to be able to set the roles there in the create screen because we have workflows that automate when a new contact is added. Right now they default to one person, because if the workflow automates and the roles aren't set, it assigns to no one. If the roles are set in the contact creation screen the the workflow could be assigned to the appropriate person based…

    30 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  18. spouse

    Add Spouse info on New Individual page

    The only info you can add for Spouse on the new client page is name and job info. Then you have to go into the spouse after saving to add contact details, DOB, SSN etc. It would be great if all that info could be added on one page. And it would be helpful if the servicing and writing, status, category etc would copy over to the spouse.

    42 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  19. clone a contact

    Please add a cloning option, super helpful for entering spouses plus we have two departments who keep separate records so for a husband-wife we have to enter the SAME info FOUR times!

    24 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  20. When adding employment to a client please don’t automatically create a separate contact for the employer

    When adding employment to a client please don’t automatically create a separate contact for the employer

    44 votes
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    7 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
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