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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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147 results found

  1. Adding Additional Roles

    It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.

    237 votes
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  2. 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.

    227 votes
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  3. Trusted Contact

    Under the contact record, can we please add fields for "Trusted Contacts"? We need to record the name, address, phone, and email of Trusted Contacts in a way that is easy to find. We are currently adding it to the "Important Information", but having a specific field in the contact info would be more helpful. It would also be nice if there was a checkbox somewhere that you could click if Trusted Contact is "declined", as this is something required going forward.

    189 votes
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  4. Add roles to the main page for a contact

    Instead of having the redundant "Servicing and "Writing" advisor on the main page under contact details, put the Roles in these spots. Because the roles are associated with workflows, It is important to have them in an easy to see place instead of on a random page that is easily forgettable.

    186 votes
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  5. Tracking maiden names and name changes.

    A long-time client gets married, you make the changes in Redtail, but you know them by their previous name. It would be helpful to have a way to pull them by their maiden names, without having to hyphenate it for the sake of being able to pull it. A way to link a maiden name, that is no longer a legal name, to the new married name.

    177 votes
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  6. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    169 votes
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  7. Enable user defined fields to have a customizable order

    I think it is key to enable user defined fields to have a customizable order, not just alphabetical. This would allow users to format and better fit UDF's to their specific needs. I know that we are evaluating other options for our CRM needs because of the lack in customization with UDF's, if there were more options on this front, it would allow us to stay with Redtail.

    133 votes
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  8. add a designated beneficiary area for beneficiary information.

    Memberships isn't good enough. Adding beneficiaries to individual accounts is too time consuming. What I'm surprised Redtail doesn't offer is a designated area for beneficiary information (like a tab under Know Your Client). For our office, beneficiaries usually are the same across all accounts, minus a couple here and there. It would be nice if we had a specific region that would have the following:

    Beneficiary Name
    Beneficiary Type (Primary, Contingent, etc)
    Relationship
    Date of Birth
    Social Security Number
    Percentage

    As well as, a place to add accounts manually AND link accounts, not one or the other. It would be…

    117 votes
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  9. Contact Permission Checkbox

    When adding Contact Permissions, it would be much easier to select what users/teams need to have permission with a checkbox list than to click "Add", select one, click "Add Permission," then go do it all over again for as many need to be assigned.

    98 votes
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  10. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
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  11. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).

    It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.

    81 votes
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    Received  ·  9 comments  ·  Contact Record  ·  Admin →
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  12. RMD Ages in Contact Information

    Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!

    78 votes
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  13. Servicing Advisor = Advisor Role

    Workflows are best used when tasks are assigned to different "roles" within each firm. If we went to the trouble to assign a Servicing Advisor to every contact, why now do we also need to assign an Advisor Role to every contact? Seems redundant.

    Sure, you can do a bulk change to assign all servicing advisors the advisor role. But why? If contacts are always getting added, how frequently should you need to run these bulk actions before running a workflow. Recipe for mistakes...

    76 votes
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  14. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    Currently, after a household/family is created, the contact record shows "Married to {spouse name}" under the contact's name whether the Marital Status is set to "Married" or "Life Partner". It would be great to see this say "Partner to {partner name}" when the Marital Status is set to "Life Partner".

    74 votes
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  15. customize contact home page template

    Please consider offering ability to customize the contact home page template. So we could shift quadrants we use most to the top and either turn off quadrants we don't use or move them to the bottom.

    Like SalesForce offers:
    How do I customize my Salesforce homepage?
    Go to Setup | Customize | Home | Home Page Layouts

    Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on…

    65 votes
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  16. Trusted Contact Field on Contact Card

    Can you PLEASE add a field for Trusted Contact information on the Contact Record card? Also, please add a check box that can be marked if the client declines to provide this information. Thank you!

    62 votes
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  17. synchronize wedding anniversary

    Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.

    61 votes
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  18. Phonetic Spelling/Pronunciation Field

    Contact field that explains to the user how to pronounce a client's name

    57 votes
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  19. permissions and roles

    Ability to Edit Roles and add new Roles to fit team descriptions closer.

    57 votes
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  20. Turn off auto creation of employer records

    Give the database owner the ability to turn off the auto creation of employer contract records. I find it annoying to have records created for employers as I don't ever use them and they don't get categorized properly.

    56 votes
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