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
-
To be able to find all client profiles without photos
We would like to be able to search all clients who do not have a profile picture and then add them in accordingly. Right now some of our photos from an older file system do not have photos and we have been searching alphabetically which is extremely time consuming. If there is a report that can show which clients do not have a photo it would save a lot of time.
1 vote -
Records with No Activity in MORE than 365 days
In the Contact Reports - No Contact Report - please extend the date beyond 365 days - I would like to find records with no activity in 5 years.
3 votes -
In Update Contact Details - I would like enable DOB reminder box to be selected as default.
In Update Contact Details - I would like enable DOB reminder box to be selected as default.
3 votes -
How to Know your Client Better
On the Contact Page, at the bottom where Keywords are shown. . . .you should replace the Tag Dialogue box with Personal Interests. This allows you to scroll down and make pertinent conversation with the client by viewing their Personal Interests while you are on the phone with them. For example, when talking to Joe Smith - you can ask him about his golf game, his dog, his birding adventures, etc.
1 vote -
Chat Box Placement
Please move the new chat box to the left hand side of the screen so it is not over vital information
1 vote -
archive all contact details with one click
It would be great if there were a "Archive All" option in the contact card section so you could archive ALL phones, email, addresses at once vs doing this individually.
3 votes -
Make the Past Due and Next 30 list in descending order from most RECENT date.
We need the most recent date at the top of the screen for important client calls, so we don't have to scroll down through years of past appointments! Thank you, Erica
1 vote -
expand all button in udf page
Would like ability to expand all for UDFs instead of expanding them one at a time to show all contents of UDFs before printing.
3 votes -
Recently Added Contacts
When I look under the recently added list under contact lists, it would be nice to update the timeframe for when those contacts were added to Redtail.
3 votes -
client record template
It would be create to create templates for client records that auto populate with certain tag groups, key words & UDF's
1 vote -
customized fields in the Contact Details
Being able to add customized fields in the Contact Details that can be used for reports, such as retirement date, hire date, among various others
1 vote -
User Defined Fields - Add Option for "Select Multiple" List
Right now in RedTail there are only options to add a User Defined field with the following data types: Any Text; Date; List of Values; Number; True or False; Yes or No.
I would like a field that is similar to the list of values, in that we can code a specific group of values that the user can select from, but I would like the user to be able to select multiple items from the list that apply, rather than just one (which is the current default).
3 votes -
Contact Rolodex for Wholesalers Info
We would love a separate, rolodex type feature where we can track wholesalers/internal contact information without having to add them as a contact in the CRM.
1 vote -
Archive all would be a great add on to easily archive all contact details (phone, email, address) vs archiving one by one
"Archive all" would be a great add on option to easily archive all contact details (phone, email, address) vs archiving one by one.
3 votes -
Add a date range or a time feature to the source field to better keep track of how long the source has been in contact with the record.
Add a date range or a time feature to the source field to better keep track of how long the source has been in contact with the record. This will help us in reporting.
1 vote -
Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con
Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.
218 votes -
Employer Field - Add dropdown feature to list Employers the user can select from
Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…
14 votes -
The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.
Allow the ability to remove the newly added PERSONAL PRONOUNS field in the Personal Profile form. This is embarrassing to our office.
9 votes -
Run a list of client contacts in alphabetical order with tags and keywords for each client
Run a list of client contacts in alphabetical order showing all tags and keywords for each client
1 vote -
Add a "next" function
Please add a "next" function that would allow us to page back and forth between client contact pages in alphabetical order.
4 votes
- Don't see your idea?