How can we improve Redtail Technology's CRM?

Link Spouses

Have a section of information like AGI, risk, financial questions, etc. that are linked to both spouses. Have a separate section that is included for individualization.

1 vote

Katie Martin Hewitt shared this idea · Mar 17, 2026 · Report… · Admin →

An error occurred while saving the comment

Redtail CRM: Know Your Client

Post a new idea…
All ideas
My feedback
Accounts 124
Activities 267
Alerts and Warnings 32
Artificial Intelligence 6
Automations 99
Broadcast Email 26
Bulk Actions 30
Calendar 222
Client Reviews 48
Contact Add Screen 16
Contact Record 182
Custom Exports 53
Documents 37
Email 61
Family 35
Integrations 82
Keywords 2
Know Your Client 68
Memberships 25
Mobile App 19
Notes 161
Notifications 40
Opportunities 61
Other 108
Reports, Exports & PDFs 112
Retriever Cloud 4
Search, QuickLists & Tag Groups 52
Seminar 17
Settings & Preferences 53
Templates 17
Timeline 9
Today's Overview 35
Workflows 156

Searching…

No results.
Clear search results

How can we improve Redtail Technology's CRM?

Link Spouses

Your importance score has been recorded.

Feedback

Redtail CRM: Know Your Client

Link Spouses

We're glad you're here

Your importance score has been recorded.

We're glad you're here

We're glad you're here

We're glad you're here

Redtail CRM: Know Your Client

Categories