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. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    The Family/household page provides a nice tree of relationships for dependents. However, when the other members become clients it creates a conflict and we must move them to a seperate contact or the head of household for children overrides address contact fields. We then must use Memberships page- which has NO easy view.

    I am asking that all relationships show on the family page regardless of dependent status by having a dependent option on setup. The view would be maintained including parents grandparents kids inlaws etc. But contact data could be dependent on head of household or not dependent based…

    1,284 votes
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    66 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Option to Link Any/All Data to Spouse's Record

    It would be helpful to have the option to link both spouses with all their info (SSN, Bday, email, ect) all under the Family Head. It is inconvenient to have to to enter the clients as two seperate intities when they share the same income and assets, etc. The family Head needs to have one quick way to enter all the spouses info. Also known as a "House Hold".

    647 votes
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    30 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Deceased Clients

    There needs to be a different way to show a deceased spouse, other than through memberships. If you disconnect the deceased from being the spouse, they no longer show up on the Personal Profile Form. They should still be able to be listed as a spouse without having them print out on mail merges as well. This is a very touchy topic, and I think there should be more focus on this, and the formatting for it.

    451 votes
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    20 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Include Trusts in the Family Portfolio Value

    allow the family trusts and other entities with AUM to be linked so that it shows under family portfolio value. Instead of 'other dependent' include 'trust' or 'associated entity'

    242 votes
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    23 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Linking Important Info to Spouse

    It would be great if you could add an option/button to link Important Information to the spouse. Often times, we make sure that our Important Info is the same for the whole household, so we have to copy and paste the husbands notes to the wifes. Would be helpful if you could simply select that we want them linked to eachother.

    23 votes
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    3 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Add Family Name Option for Businesses

    Give the option to give businesses a family name (you could call it business name or something different but have it work the same). We often invite businesses to events with other clients and when we pull labels with family names, we have to go in and manually add the name of each business because only their address appears on the label. We also have several businesses where we may want to send it to someone's attention and could do that in the family name because if we do it in the address line 2 spot then the city/state/zip don't…

    4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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