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.

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  1. I feel that Memberships should be on the Front of the Contact Group page.

    Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.

    18 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  2. allow for ALL membership codes to be customized, edited or deleted

    Why does there need to be "default" membership codes. it make it confusing and cumbersome, please allow for the entire list to be customized.

    46 votes
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    4 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Employer Switch to Former Employer

    Currently, employer is automatically added to Memberships when added to Basic Info. When the employer is removed from Basic Info, the Membership is also removed.

    The Membership should remain, but the relationship should change to Former Employer and Former Employee.

    It makes sense to keep a record of this information without manually entering the information after the fact.

    22 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add Status (and Category) columns to Membership (pdf) report

    Add Status (and Category) columns to Membership (pdf) report so it is complete and same as Memberships tab. For instance, if a member is deceased this is not evident by the report.

    7 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Sorting in Memberships

    It would be nice if under Memberships, All Family are lumped together and then all other memberships are lumped together. This would be very helpful in making the report cleaner.

    11 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…

    16 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Make it possible to have an individual be a member of more than one family group.

    We have multi-generational clients who are head of households as well as beneficiaries of their parent AND aunts/uncles.

    189 votes
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    4 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  8. memberships

    Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.

    101 votes
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    4 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Job Title listed under Linked Contact Is in Membership

    Under Membership, the Employer/Employee can we instead have the Linked Contact be their Job Title? This way my Wholesalers are listed as such under membership instead of just being an Employee.

    51 votes
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    11 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    14 votes
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    2 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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