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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!

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323 results found

  1. Tracking maiden names and name changes.

    A long-time client gets married, you make the changes in Redtail, but you know them by their previous name. It would be helpful to have a way to pull them by their maiden names, without having to hyphenate it for the sake of being able to pull it. A way to link a maiden name, that is no longer a legal name, to the new married name.

    174 votes
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  2. Link Activity Location to Contacts

    It would be great if the location would link to contacts, so that you could indicate that the meeting would be at a client's work place and the address would be displayed...

    19 votes
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  3. Bulk Add Employer Details

    Please add ability in bulk actions to add an employer to a bulk list of people.

    29 votes
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  4. 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
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    Received  ·  7 comments  ·  Contact Record  ·  Admin →
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  5. 11 votes
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  6. One Click Copy to Clipboard

    In other industries I've used CRMs where I could click on address or phone for instance to copy to my clipboard for easy pasting elsewhere.

    27 votes
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  7. Can you link a contact's work address with that of their employer?

    We would like the address of a business to display as the work address of a linked contact.

    75 votes
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  8. Automatically fill the state and city based on zip code

    Our tax program (Pro Series) allows you to enter the street address then skips to the zip code and automatically fills the state and city based on the zip code you entered. Huge time saver! :)

    167 votes
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  9. User Rights - Edit Contact Records

    There needs to be several more user rights options. Add the ability for the database administrator to allow or disallow a user from editing a contact record. If you want to centralize the process in your office for who gets to edit records this is the way. There is currently a user right option to delete a record. Someone could still go into the record a compromise the data within the profile. Its the same as deleting it. We need this ability to turn on and off for specific database users.

    21 votes
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  10. add a designated beneficiary area for beneficiary information.

    Memberships isn't good enough. Adding beneficiaries to individual accounts is too time consuming. What I'm surprised Redtail doesn't offer is a designated area for beneficiary information (like a tab under Know Your Client). For our office, beneficiaries usually are the same across all accounts, minus a couple here and there. It would be nice if we had a specific region that would have the following:

    Beneficiary Name
    Beneficiary Type (Primary, Contingent, etc)
    Relationship
    Date of Birth
    Social Security Number
    Percentage

    As well as, a place to add accounts manually AND link accounts, not one or the other. It would be…

    105 votes
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  11. On the Personal Profile form could you add the "know your client" information/sections to the form?

    The personal profile form is great, but we would like to see the "know your client" information or sections added to that form. We would like to utilize this form when clients come into the office, they could look over a printed off form and make any changes or updates to their profile.

    24 votes
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  12. filter notes by user in contact

    While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.

    24 votes
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  13. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).

    It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.

    78 votes
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    Received  ·  8 comments  ·  Contact Record  ·  Admin →
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  14. synchronize wedding anniversary

    Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.

    58 votes
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  15. Create a spot on the client contact screen to blotter checks received.

    It would be handy for compliance purposes and commission reconciliation to have a report of checks received per month/per advisor.

    16 votes
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  16. Home address vs. other preferred mailing address

    Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.

    40 votes
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  17. Indicate Source of Income

    It would be nice it you had an income section. You could have a dropdown box so that we could choose if it is social security, pension, deferred comp, income from divorce ect

    51 votes
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  18. importing!!! from other data bases like Excel!!!

    importing!!! from other data bases like Excel!!!

    49 votes
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  19. Show Contact Details on all pages

    Right now, the "Contact Details" section only shows on the client overview page. Having access to this information on other pages (like the "Contact Card") is extremely important. It is a hassle to have to return to the overview page just to retrieve a Date of Birth or Tax ID. It would be so much easier to display this on every page, including the pages for each individual account. When talking with an insurance company while viewing the clients policy details, we need access to this information. It should be displayed under the contact card, just like it is on…

    76 votes
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  20. Custom Time Horizons

    Make the Time Horizon field under Strategic Allocation Model edit-able. Our broker/dealer requires a time frame instead of a general term like intermediate. For example, 0-3 years, 3-5 years, 5-10 years, 10+ years. Is it possible to change the available drop down selections there?

    11 votes
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