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.
323 results found
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Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con
Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.
38 votes -
Employer Field - Add dropdown feature to list Employers the user can select from
Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…
1 vote -
The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.
Allow the ability to remove the newly added PERSONAL PRONOUNS field in the Personal Profile form. This is embarrassing to our office.
3 votes -
Run a list of client contacts in alphabetical order with tags and keywords for each client
Run a list of client contacts in alphabetical order showing all tags and keywords for each client
1 vote -
Add a "next" function
Please add a "next" function that would allow us to page back and forth between client contact pages in alphabetical order.
1 vote -
RMD Information/Log
Please create a RMD information tab in the left side panel similar to the UDF, Notes and activates fields. We need a section where we can track all RMDs per year and if they were satisfied. RMD accounts can be satisfied in one account of across multi accounts so we need the ability to customize data and take notes and track if the RMD is completed for the year. We need the RMD data to stand separate from accounts section since we don't enter acct info in redtail. Currently we enter RMD instructions in the UDF, but we need a…
6 votes -
1 vote
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Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
9 votes -
Be able to change a contact ROLE, while not a database admin
For some reason, we are not able to edit a contact's roles (ie, advisor etc) once they're an established contact, unless the user is a database admin. Please change it so anybody can change the role of an existing contact.
3 votes -
Change "Servicing Advisor" and "Writing Advisor" fields under contact details.
Please make the "Servicing Advisor" and "Writing Advisor" fields in the contact details more generic and add additional fields. For example:
"Advisor 1"
"Advisor 2"
"Advisor 3"
A third option would be great, the ability to rename these fields would be even better.30 votes -
Employer Information Feed into Client Contact area
Employer information should feed to the client contact area. This would take out the added step of navigating to the employer record to view this information, and manually update any contact card information on the contact that lists the employer address/phone number.
4 votes -
business contact name
Under the business name, have a couple lines to put the business owners name and the direct contact person.
4 votes -
Custom mailing labels
We have mailing addresses for each client. Please make it possible to run labels for this address rather than the default home address.
6 votes -
Movable and Customizable "Tiles" on contacts page
Movable and Customizable "Tiles" on contacts page.
In my case, we'd like to add "soft" profile notes such as "Client retired in 2019, likes to play golf, has a cabin in Flagstaff, daughter is a doctor in NYC, is an Arizona Cardinals fan" etc.
Currently, we are putting it in "Important Information" but would like the "Important Information pinned directly under the Basic Info of the client.
3 votes -
New Contact ID Fields
Love the addition of the new ID field, but can it be moved lower on the Contact Details section? Perhaps under the "Added By" field? And re-titled "ContactID" or "Redtail ID" to make it less confusing?
1 vote -
rearrange and/or hide ID in contact details
You've recently added "ID" to the top and most visible spot on the Contact Details field. It would be nice if this field were optional. We've been using RT for 14 years and have never needed the ID number, so it's placement at the top of the field makes it now harder to see the information we do need. Thanks for your consideration.
3 votes -
Common Tasks
Would like the option for Custom Reports to be a pdf or the option to add sections to the Personal Profile Form to use in client reviews.
3 votes -
show all family members on contact card
allow us to view and click all family members directly beneath any contact instead of having to create a membership which is NOT visible on client dashboard and without going into the family tree. TOO many clicks. To be able to click on any given family member and NOT only the Spouse. The interaction to all allows us to use the CRM in the manner we need. Alot of clients have family members as health care proxy, etc and we have to search outside of CRM to find that name and then return to CRM search for that proxy and…
7 votes -
mandatory fields
It would be great to be able to mandate what fields are required when entering a new contact .
6 votes -
client ID
It would be helpful if each client's unique Redtail auto-assigned ID number was auto-populated as part of their contact record. This could be used as a unique identifier with other outside integrations such as Hubspot
3 votes
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