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.
378 results found
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multiple contact status and categories
It would be great if we could select multiple status and categories for contact records. For instance, we have business relationship - Active for a Contact Status. I would like to be able to select more than one Category, for instance COI and Vendor.
18 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!
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List Referrals for a client on their contact page
Add a feature where we could see all the referrals made by a client via their contact record. This would enable us to see who our greatest referral sources are and keep track of names referred to us.
14 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!
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Online Fact Finder
To be able to send a secure link to a new client to have them fill in selected information about themselves. Things such as DOB, SSN, address, etc.
13 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!
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Pronounciation of Names
Please add a field for the proper pronunciation of the name
38 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!
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Viewing permissions for contact list
Permissions to view all contacts from the contact page for everyone, but deny permissions to select and view the individual record and/or account. We don't want duplicate clients. We have situations where one agent is securities licensed and takes care of the fiducial side and a separate agent takes care of the insurance (and is not securities licensed. Giving permission to both to view the record does not meet compliance.
9 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!
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Turn off auto creation of employer records
Give the database owner the ability to turn off the auto creation of employer contract records. I find it annoying to have records created for employers as I don't ever use them and they don't get categorized properly.
49 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!
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Adding Additional Roles
It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.
228 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!
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Distinguishing minor children from adult children
It would be ideal to be able to distinguish minor children (who need to have the same contact info as the parent) from adult children (who need different address/phone, etc., from the parent), yet still be able to see them in the same list (not half in Memberships and half in the family area).
41 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!
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Enable user defined fields to have a customizable order
I think it is key to enable user defined fields to have a customizable order, not just alphabetical. This would allow users to format and better fit UDF's to their specific needs. I know that we are evaluating other options for our CRM needs because of the lack in customization with UDF's, if there were more options on this front, it would allow us to stay with Redtail.
130 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!
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Update clients contact photo based off of their linked social media website
I think it would be great to have the ability for our client's contact record photo be updated to whatever the image they have on their connected social media website. For those who have multiple social media websites, I feel it would be easy to give the advisor a choice on which photo to have system default to use.
85 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!
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Annual Review COMPLETED Section on Main Client Contact Page
Please add a box that can be checked off or written in free form to detail when the annual review is completed.
I know the "Know your client" section has a "Client Review" feature, but that just alerts me for the next review.
It would be super beneficial to have a place on the main contact screen for a particular client that shows if we have completed the annual review or not. This will allow us to quickly glance and see during our other conversations if we have completed this documented annual review.
Either a yearly check box or a…
109 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!
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When adding a new contact for a husband and a wife, more then just the address & phone # should be added for the spouse
All the fields should be defaulted to copy the first entry, The permissions, tags,teams, status, category, source. Referred by, servicing advisor, writing advisors. etc. Why do these fields not auto-populated from the spouse?
19 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!
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Trusted Contact
Under the contact record, can we please add fields for "Trusted Contacts"? We need to record the name, address, phone, and email of Trusted Contacts in a way that is easy to find. We are currently adding it to the "Important Information", but having a specific field in the contact info would be more helpful. It would also be nice if there was a checkbox somewhere that you could click if Trusted Contact is "declined", as this is something required going forward.
175 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!
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insurance license
Under Licensing, it would be nice to have a section to record agent's state insurance licenses, including state, number, effective date and expiration date, with the ability to set alerts (30 or 60-day) for upcoming renewals.
28 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!
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professional contact
On the Contact Page, you have provided a window with quick access to the Know Your Client Info, but it's missing one choice. You have Client Review, Financials, Important Info, Misc Client Info. Next it should say Professional and you'd be able to access this quickly from the primary contact page.
15 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!
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POA/Primary Contact
If a client has a POA then it needs to be something that there is a place for to easily record, like under important information. If that POA happens to be the point of contact, then that primary contact field and the name of the POA should be at the TOP of the contact page so you know instantly that all communications are funneled through them. Also, sometimes a POA is only on an account level, there should be a spot on there to list them.
30 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!
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Add Servicing Advisor beside Portfolio Balance
Please add "servicing advisor" right next to "portfolio balance" on the contact page. When I look for a contact/client, I also need to know, at first glance, who the advisor is.
10 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!
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Support hyperlinks to web addresses in User Defined fields
Having the ability to populate user defined fields with web hyperlinks would be very useful.
41 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!
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Ability to archive a UDF
We use UDFs for our RMD so we will have one for each year. While that is very useful during the year and immediately following it would be nice, for purposes of keeping lists clean, if we could archive a UDF. What I envision this doing is it being removed from the list and anyone that has that UDF has a note recorded that they had it and what the udf contained for them.
21 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!
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UDF Value Appearance
When we're typing in the UDF sections; whether in contacts or accounts, it would be great if the breaks we enter would correspond with what is shown after the UDF is saved.
For instance, I use account UDF's to track RMD's. So mine might look like this:
2017 RMD amount for account = $***.xx
2017 RMDs total = $xxxx.xx
Total 2017 Distributions = $xxxx.xx
However, when I save and close the UDF, it doesn't read the same on the screen. The page breaks basically don't exist, so the note doesn't have lines where I want them to be. It would…
41 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!
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