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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!

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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323 results found

  1. Edit all data on contact card by only pushing edit once

    Instead of having to edit each different contact number, address or email separately, have the edit button open the whole box and be able to edit everything easier.

    6 votes
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  2. show all family members on contact card

    allow us to view and click all family members directly beneath any contact instead of having to create a membership which is NOT visible on client dashboard and without going into the family tree. TOO many clicks. To be able to click on any given family member and NOT only the Spouse. The interaction to all allows us to use the CRM in the manner we need. Alot of clients have family members as health care proxy, etc and we have to search outside of CRM to find that name and then return to CRM search for that proxy and…

    10 votes
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  3. Allow Non-Admin to Add Permissions on NOT Permissioned Contacts

    When contacts are created and the permissions are not set, either because it was initially omitted or if the contact was created automatically by the system, it would be helpful if all users would still have the ability to assign the permissions for them. Requiring an Admin to go in and assign permissions on everything that is not set at the initial stage, is tedious and unnecessary. Please allow "NOT Permissioned" items to be assigned by anyone.

    4 votes
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  4. Indent members of family/Household

    Using this sort for a Quicklist, it sure would be an improvement if all those listed under/after the Head of Household were simply indented by 3 or 4 spaces . . . so much more visually effective:

    Type

    Family

    Field

    Head of Household

    Operand

    Equal To

    Value

    True

    Type

    Family

    Field

    Head of Household

    Operand

    Equal To

    Value

    False

    Type

    Contact

    Field

    Category

    Operand

    Equal To

    Value

    *AAA-1 CLIENT: (Quarterly Actual Review)

    1 vote
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  5. Simplify and Improve "Householded" Visual Representations, Screens and Reports

    The limitations of Redtail's ALL BY ALPHA method of displaying "Contacts" is very non-useful when needing to view "Householded Contacts" and "Householded Account" data.

    We can certainly create various Quicklists to sort for and display our various categories of clients (A, AA, AAA-1, AAA-2, etc.), but there is no way to click a few buttons and get a display of ALPHA Head of Households, with the spouse <sometimes male, sometimes female, sometimes same gender> SIMPLY INDENTED BELOW the head of Household. That would be SO simple and SO helpful, and so OFTEN utilized!

    There's got to be a simple, straightforward…

    1 vote
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  6. Contact Record

    Contact Record - when adding an employer, a new contact record is automatically created for the employer/company. The status is listed as non-specified. Would like to see RT automatically list the company as BUSINESS or EMPLOYER. I am cleaning up our database and I have tons of NON SPECIFIED records. If I delete the record, IT DELETES IT FROM THE CLIENT'S CONTACT RECORD. Not good... Also, if i change the status of the client to prior client or if I delete a client, the contact record for the employer still remains. It should transfer along with the client contact record.…

    10 votes
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  7. Allow required fields on the contact record, if not completed can't save the contact

    It would be great if we could require certain fields on the contact record for that record to them be saved. This would reduce missing data and streamline the Redtail process.

    8 votes
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  8. Post it note pop up when on client

    Please add a way to attach a post it note to the client record so when you open the client record the note pops up right away with out having to look through previous notes.

    7 votes
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  9. new field on client record

    We are a pet friendly firm using a pet friendly CRM (Redtail) and we have a LOT of pet friendly clients... We would LOVE to have a field to enter those clients pets and their names for easy reference when speaking to our clients!

    1 vote
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  10. add field for client pets and their names

    Please add a field for client Pets with their names! We are a dog-friendly firm with a lot of pet-friendly clients and we use the best dog-friendly CRM around... So, we would love to be able to add client's pet type and name to a field so we can reference their pets by name quickly when chatting with clients in the future. :)

    1 vote
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  11. Time Stamps on UDFs

    It would be helpful if we had a time stamp for the last time a UDF was updated next to the UDF. It would not be part of the Excel sheet data if we were to pull a report using a Custom Export with the UDF on it. It would just be to tell the last time that field was updated for the database users.

    9 votes
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  12. When selecting a contact to connect to a calendar entry or a report, for example, it would be helpful to have head of household designated

    When selecting a contact to connect to a calendar entry or a report, for example, it would be helpful to have head of household designated so all users in our office and new hires can figure out the right contact to link to the event/notes/report/etc.

    1 vote
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  13. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    Please make the "Servicing Advisor" and "Writing Advisor" fields in the contact details more generic and add additional fields. For example:
    "Advisor 1"
    "Advisor 2"
    "Advisor 3"
    A third option would be great, the ability to rename these fields would be even better.

    33 votes
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  14. adding permissions - make it possible by user or advisor, rather than by contact record.

    It would be so much easier to add contact permissions by user or advisor. As mentioned by several other entries, adding one user at a time with 25 users to work through is not efficient. Especially with each new record and spouse!!!

    1 vote
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  15. Customize contact details. Instead of having the servicing and writing advisors to be able to have the "roles" like advisor, associate a

    Customize contact details. We want to have advisor, associate advisor, and CSA (from Roles) instead of the servicing and writing advisors.

    6 votes
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  16. Duplicate A Contact

    It would be helpful to create a contact (especially business contacts which have many of the same contact fields) then be able to duplicate that contact and then change just the name and email address or whatever. Almost like a Save As function, this would save a lot of time and reduce errors of having to retype the same information over and over for multiple similar contacts.

    5 votes
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  17. Align Household Marital Status in Contact Details with the Household

    Instead of having the household ALWAYS showing a couple as married allow that field to match the marital status in contact details. There are many reasons why we have someone householded together and they may not be married. This causes confusion for staff and can lead to uncomfortable conversations when we misrepresent how two people are connected.

    12 votes
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  18. All contacts should be accessible especially names in the departments for a business

    A contact person can be under a business account such as in a department. When searching contacts these names do not come up unless the business is searched. There should be a way that every contact person name is included in the search engine data.

    1 vote
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  19. banking

    If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.

    We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
    Thanks for the consideration. Love this platform.

    7 votes
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  20. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

    Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.

    7 votes
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