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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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30 results found

  1. When entering a new contact we need an option for ESTATE

    When entering a new contact we need an option for ESTATE

    16 votes
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  2. 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

    49 votes
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  3. 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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  4. 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!

    30 votes
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  5. different contact types

    It would be really helpful to have a couple more categories to choose from when you add a new contact. Individual, business, association, trust, or union, don't really apply to a few of the contacts (which are insurance, annuity companies, etc., in this case). We can't categorize them as businesses because we already have a group of contacts labeled as this for a different reason. It would be awesome to have a "company" option to choose from as well.

    18 votes
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  6. add option to use custom label when adding phone # for new contact

    be able to choose daytime, evening, work or cell

    13 votes
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  7. Data import

    We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.

    95 votes
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  8. Add Contact

    In the "Add Contact" section allow to search by 'nickname'

    36 votes
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  9. Setup contact head of household & spouse

    Please add the ability to input all of the spouse's information on the same screen when setting up a head of household contact card and/or the ability to copy information to each other.

    Currently I am forced to make duplicate entry for spouse when it comes to their contact details.

    19 votes
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  10. Field to add annual contributions & RMDs info

    If there was a field on the client contact page where we can keep an updated tab of annual contributions into IRAs (prior year contributions and current year contributions can get confusing with the custodian's record keeping) that would be really helpful. Same with RMDs. If there was a field where we can keep updating the RMD amounts taken and required, that would be really helpful. (RMDs taken from outside accounts need to be recorded some place other than the client notes section.

    0 votes
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