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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Keyword and Contact Card Placement
Keywords and Contact Card placement should be easier similar to how Wealthbox has their keywords and contact information at the very top of the contact page.
3 votes -
Need a fiancé option
I need an option for my clients who are engaged. They are someone's fiancé. I wish I had the option to say that instead of "life partner".
1 vote -
Archive Contact option
When an Advisor left our firm, we were required to keep her contacts in our CRM for compliance purposes (according to our broker-dealer, to keep all activities and notes intact, even though the Advisor took a data file with her to her new firm). Although we have inactivated the clients, we still have to weed through them every day. Short of creating a quicklist for our own clients (which is simply a nuisance) to use from day-to-day, it would be amazing if we could archive old clients (either inactive, or in this case, clients who are no longer ours but…
1 vote -
History of Contact items included in Archived items
It would be really great if the history of the contact card item followed the item when it is moved into archives. Right now the only way to "see" the history is to move it back into the non-archived area. Also, if the date an item was moved into archives could somehow label the item, it would help when we need to know that.
3 votes -
risk tolerance, need to be able to change/edit your options
for us to suitability, risk tolerance, not able to edit /change your options, i was able to add to objectives, but not risk tolerance, need to be able to add to this list or change.
1 vote -
1 vote
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Adding Search Bar/Filter to a Contact Record's UDF Section
It would be so helpful if there were a search bar or filter option on a contact record's page under the UDF section to quickly find what you're looking for (i.e. Drink preferences before a client meeting). Helps reduce time from visually scanning.
3 votes -
product type
We would like to have customizable product types on the contact card so we can quickly see their product type.
1 vote -
Being able to add a name of a dependent or parent without having to create a contact record.
Being able to add a name of a dependent or parent without having to create a contact record. Sometimes just want to know their name, not clog up the amount of contact records i have that are not beneficial to my business.
3 votes -
save point ability
I think that creating a "save point" ability to save CRM Contacts would be of great help. We recently went through a data merge with Hubspot in which over 490 records were impacted with incorrect (bad) data. I had to input corrections manually. If we had been able to restore the data back to a previous day save point, we could have saved a lot of the issues.
1 vote -
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail upon the prospects completion, thus saving advisors and teams a lot of time. I realize there is an seperate service for this, but we all do not need another piece to add to our tech stack. First CRM to offer this and email hosting allow for over 20mb will get my business as soon as i learn of it.
1 vote -
Transfer of Contact Info When a Client is Deceased
We need a way to transfer information from the contact card of a spouse when the head of household passes away. When we delete the existing family and make the living spouse head of household, it does not carry over any contact info, and it has to be input manually. This is not only cumbersome, it leaves room for errors.
1 vote -
Add Contact History Tab to Client Profiles
It would be beneficial to have a section on a client's profile where we can record our contacts/attempted contacts with them. I see that there is an "Email history" tab, but this would be for both attempted email and phone correspondence. While this information could be recorded in the "Notes" section, we would prefer to keep that space reserved for things like client meeting notes, summaries of client conversations, etc.
3 votes -
Salutations
On the salutations area of adding a new contact, there is an option for Sergeant but no other rank. It means alot to military and first responders to be recognized for their rank.
1 vote -
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry. Other CRMs have this capability and then generate a report of the ones skipped. Can make it optional in case someone wants dups
3 votes -
Rearranging the UI to put higher use information to the top
Allow us to move fields we use more often to closer to the top, like it was with ACT for advisors. For example, my company uses the drivers license number very frequently, and it would be more convenient to be able to move it closer to the top instead of having to scroll down and click to a different tab every time.
3 votes -
Add Salutation Field to Trust/Estate/Business Contacts
Adding a salutation field to trust/estate/business contacts would be helpful. This would allow users to add the Trustee/Executor/Business Owner name to utilize in a mail merge or email template to the entity. In addition, other users would be able to identify the individual associated with that entity when calling or communicating with clients.
3 votes -
In a business contact, link to the individual contacts associated with that business
When you add a new individual contact "John Doe" who works at XYZ, Corp, two contacts are created. An individual contact for John Doe and a business contact for XYZ Corp. If you delete the XYZ Corp contact, John Doe's individual contact will no longer show XYZ Corp as the employer. Obviously, there is a link between the two contacts.
However, there is no way to find all the contacts associated with business contact from within the business contact record.
As a result, older databases end up with many business contacts and no way to identify which can be safely…
3 votes -
date of divorce
Is it possible to add a date of divorce, maybe that pops up once the Marital Status is changed from married to divorced (or replaces the Wedding Date field) when Divorced is selected?
If there is not enough real estate to add that field, maybe such an item can be added to Know Your Client?
1 vote -
Automatic, customizable contact pop-up alert
Installing an option to have a pop-up alert for specific information pertaining to that client. Information that needs to be addressed for several activities, appointments, or general conversations. Examples would be:
1. Client lives in Pacific Time Zone!
2. Only contact husband for this household!
3. Clients do not want text3 votes
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