Skip to content

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

157 results found

  1. dark mode email history

    Email History text is unreadable in new Dark Mode -- the text is still black, so not working with new black background.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add an option for a checklist in udf fields

    Rather than having a dropdown or blank field etc, we'd like to have a checklist with 12 different line items and then for each contact have the ability to check off or even add notes to the line items

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Contact Card to show Upcoming Appointments/Tasks

    Enhance the client contact card to display real-time key information, specifically:

    Whether the client has an upcoming appointment scheduled (with date and time)

    Number of open tasks linked to their name

    Reasoning:
    This would streamline workflow by allowing users to quickly see important details at a glance without having to search elsewhere. It would save time, reduce back-and-forth navigation, and improve overall efficiency when interacting with client profiles.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Client Ribbon Color Change

    When a client passes away, allow users to change color to contact on the ribbon so it is not just red.
    Also allow us to have different colors for contacts when having mulitple advisors on one system.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Add nicknames to the search contact feature

    To the "Search Contacts" search bar, add in clients "nickname" to the search feature. If the client goes by something other than their first name, that name needs to be featured in the search contacts function.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. color code contact

    Color code contacts - maybe even based on Status. It would be nice to know at a glance for Prospects where they are in our different workflows, especially with multiple people working on it.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. color code contacts

    Color code contacts based on their status or be able to choose a color. That way at a glance, you know what is going on with that contact based on a color.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Roles & Permissions Changes & Customizations

    1. I've voted for many similar posts but want to reiterate how important it is for our team (not just admins) to be able to see who is assigned as a contact's Advisor, Associate Advisor and CSA. Workflow tasks are assigned to these people but our staff can't make sure their set up correctly.

    2. I don't understand the point of having a Servicing Advisor and Writing Advisor AND THEN also the above roles? Why not just have those three listed on the contact's main screen. It's redundant and confusing. Simplification would be greatly appreciated.

    3. We use different terms for our roles.…

    34 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Add Federal and State Tax withholding fields

    We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:

    Please add two additional rows:
    Federal Tax Withholding %
    State Tax Withholding % (with a state dropdown menu to choose)

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Contact Card

    On the Contact Card
    I would like to be able to add a note: examples

    Don't call until after 10am
    In Florida Nov-Mar
    Call Jane's Cell 1st then John's Cell 2nd then Home 3rd or email 1st

    Also, the color of all primary phone and home and local time in dark red and all others in regular black, the red is hard to see which is lighter.

    34 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. client profile sharing between advisor databases

    Allow advisors from separate databases to share client contacts between their databases so that both advisors can see the client details, accounts, and notes at the same time without having to switch database views.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Duplicate Contact Report - Suffix Identification

    As a Redtail CRM User, I want the Duplicate Contact Name Report to acknowledge suffix differences, so that the contact can be identified as an individual record rather than a duplicate.
    Goal: The problem is a bloated Duplicate Contact Report List that is inaccurate because it can not differentiate contacts.
    Benefit: This will provide clearer communication to customers and prevent communicate to the wrong individual.

    Acceptance criteria: When the first and last name are the same but the suffix is different, which clears the names from the duplicate contact report.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Duplicate Contact Report - Middle Initials

    As a Redtail CRM User, I want the Duplicate Contact Name Report to acknowledge middle initials, so that the contact can be identified as an individual record rather than a duplicate.

    Goal: The problem is a bloated Duplicate Contact Report List that is inaccurate because it can not differentiate contacts.
    Benefit: This will provide clearer communication to customers and prevent communicate to the wrong individual.

    Acceptance criteria: When the first and last name are the same, the middle initial is different which clears the names from the duplicate contact report.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. show power of attorney on contact details

    If client has a Power of Attorney, there should be a field readily visible on the main client record screen. A customizable field could work for this too. There should also be a way to link that POA's Redtail contact (not thru family set-up) to the client's contact record.

    26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Add Federal and State Tax withholding fields

    We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:

    Please add two additional rows:
    Federal Tax Withholding %
    State Tax Withholding % (with a state dropdown menu to choose)

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Create spouse contact record when editing marital status that auto links to initial contact record

    For example, when a client gets married, we would like to be able to update their marriage status to "married" and be able to add spouse details in the same window. Thus, essentially creating a new contact record that is automatically linked to the initial contact record we updated. This could stream line creating contact records moving forward.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. former contacts

    It would be nice to have the ability to hide former contacts/

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Add Duty of Care prompt or permit UDF that includes a prompt

    Either add Duty of Care prompts or permit UDF that includes a prompt. For example, I need to answer for every account the following questions:

    Please describe the new product(s), new strategy(s), or service(s) considered in accordance with the existing strategy of the account. Your response should include details as to how the proposal will achieve the client's investment objectives and goals based on the services and products available in the account and account funding.

    --- and ----

    Please highlight the features of the products or services recommended or considered for this account in accordance with the account type and…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Important Information

    Important Information have it pop up the information on the screen when the Contact is opened to where you have to "X" out of it

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Smurphy3

    When you add a contact to a Business and that contact appears in the CONTACT CARD of the Business w/Title. maybe a check box feature on the individual to 'add to business contact card' for both phone and email. This would be helpful as oppose to adding them in 2 different places. Example... I added Katy Colvin to Lincoln Financial as Business Development. It would nice if I had a choice to have her automatically added to Lincoln's contact card.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 6 7 8
  • Don't see your idea?

Feedback and Knowledge Base