Skip to content

How can we improve Redtail Technology's CRM?

← Redtail CRM

Add an option for name pronunciation

We have several clients with unusual or difficult to pronounce names. Right now, we keep information on pronunciation in the Important Info section, but it would be really convenient to have this displayed more prominently or closer to the name on the top of the contact record.

130 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
ARG shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Paul Carlson commented  ·   ·  Report

    Yes, PLEASE add the pronunciation field. You took the time to add 'preferred pronoun' but can't add a field to properly pronounce someone's name? We speak someone's name waaay more than we use their desired pronoun. Thank you in advance for fixing this!!!!

  • Elizabeth Vodde Sweeney commented  ·   ·  Report

    I agree with the speaker icon next to the name for pronunciation, but when you click it then it would show the pronunciation typed out (not like someone is going in there and recording the current pronunciation). I currently type pronunciation out for certain clients in quotes and then have to delete it on reports when I run them, esp on email reports.

  • Rachel Crawford commented  ·   ·  Report

    Please add a field where we can phonetically spell the pronunciation of the client's name. We have multiple clients that have a last name that is spelled exactly the same, but pronounced completely different. It would be very helpful to be able to see how the name is supposed to be pronounced when looking up the client's information.

  • Anonymous commented  ·   ·  Report

    We type the client name phonetically after the first or last name that may be difficult to pronounce based on spelling. However, this (phonetic) name also appears on address labels, etc. It would be great to have a separate section for a phonetic spelling/pronunciation of the client's name.

  • Liz commented  ·   ·  Report

    I like Ryan's suggestion about a speaker icon that plays the name pronunciation

  • Anonymous commented  ·   ·  Report

    There are many times we need to add a pronunciation of a name. On the receiving end of that... It's always nice when my name is pronounced correctly and a nice touch especially for the specialized services of Financial Advisors. Financial advisors and their staff should know how to properly pronounce their clients' name!
    I agree with having this information in the client's "Basic Info" section.

  • Ryan Neill commented  ·   ·  Report

    It would be awesome to just have a speaker icon display next to their name that plays when you click it

Redtail CRM: Contact Record

Categories

Feedback and Knowledge Base

(thinking…)