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.
2261 results found
-
Notice of Contact with same name
We previously were able to see a notice at the top of the add contact page that a contact already exists with the same name. This isn't showing up anymore and was really helpful since we have a lead source that generates several leads per month. Can we get this added back?
7 votes -
account ownership
For account ownership, it would be nice to be able to link from just the ownership contact feeds. For example, we have an insured child with both parents as owners. The policy cannot be linked to a note or activity unless the child is a linked contact.
7 votes -
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 -
personal profile form
I would like to list Beneficiaries and Key and/or Trusted Contacts on the Personal Profile form. Currently, as an inaccurate work-around, we are listing adult children as dependents so that they can be printed on the Personal Profile Form so we can update/check their information in our client meetings with their parents. If their contact information could be included without having to list them as dependents, that would be great!
Alternately, if household/membership information could be printed on the Personal Profile Form, that would be helpful - or as other folks have said if we could customize the Personal Profile…
7 votes -
let's talk Button
It would be great if we could have the option to either move the "Let's Talk" button that is currently in the bottom right corner of the calendar or close it completely.
7 votes -
Pinned Notes Should Appear On Client Dashboard
I came to add this suggestion but found it was already mentioned. Years ago. But nothing was ever implemented. It seems like it would be an easy fix and feels like it should be common sense feature, but if you have a note that is important enough that you want to pin it, why can't that note appear at the top of the Recent Notes on the client dashboard. Or at least somewhere on the main dashboard. Feels like it sort of defeats the purpose of highlighting a note if I have to navigate to another section to be reminded…
7 votes -
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.
7 votes -
Allow Seminars to export Attendee List into Excel Format
Allow Seminars to be able to export an Attendee List into Export format into modifiable lists similar to the Contact Lists. This would benefit especially if invites are being sent out to email addresses and not primarily home addresses. Excel is easy to work with when it comes to modifying and specializing lists to fit our office needs. Hope this is a good idea!
7 votes -
Timer
Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).
7 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Estimated Tax Information
Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
customizing columns in accounts overview
It would be helpful to be able to customize the column heading choices and column widths with one standard setup rather than having to individually customize them with each client.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste
Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
Also, there should be a search feature7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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 -
Account Layout Page
It would be great if we could change the layout of different tabs. The accounts Tab is where we house our clients values. We would like to to be able move certain elements to the top of a page and push others down. It would eliminate scrolling from top to bottom so we can just focus in on the Basic and General info elements.
7 votes -
Allow data base owners to grant access to reports.
The fact that only data base owners have access to reports forces CEOs to do CCOs' job. RedTail Speak is great. The fact that I have to have my CEO access the report, download it and send it to me is inefficient. I would think allowing data base owners to designate viewing rights would be logical. Thank you.
7 votes -
Copy Notes to Spouse's Profile
Have a box we can check that will automatically copy the notes we are saving in the client's profile to their spouse's client notes as well.
7 votes -
add field for client pets and their names
Please add a field for client Pets with their names! We are a dog-friendly firm with a lot of pet-friendly clients and we use the best dog-friendly CRM around... So, we would love to be able to add client's pet type and name to a field so we can reference their pets by name quickly when chatting with clients in the future. :)
7 votes -
Business Clients - additional info needed.
Business Clients need to have a field to list the "Owners".
We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.
7 votes -
Text Message
Would like the ability to filter out text messages when searching through client notes, or have text messages saved/captured in a separate spot (like emails are) instead; presently need to sift through dozens of text messages to find actual notes in each client file
7 votes -
view projected revenue on opportunity page
I would like to have the projected revenue be visible in the total calculated on the opportunities dashboard, not just the total projected dollar amount. This would be a way to track potential income, which is very important to us advisors.
7 votes
- Don't see your idea?