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.
147 results found
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Business Clients - additional info needed.
Business Clients need to have a field to list the "Owners".
We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.
4 votes -
More contrast on Contact Record Page, too much white- boxes run together
One suggestion I'd make with the latest update is readjusting the contrast in colors on the contact page for each individual client. Currently there is minimal contrast between the different boxes of Contact Card, Contact Details, Adding a Note, etc. It makes it difficult to see where boxes start and end now, things start to run together now.
2 votes -
larger photo
The photo field is entirely TOO small. The space where the client photo is located is totally under utilized. The photo area should be square (not round) and LARGER. Simply move the client name field more to the right and enlarge the photo to take advantage of the area.
3 votes -
Adding Mobile Text
We use Redtail to keep contact records for our all our financial advisors. Since there's a big push for mobile supervised texting, in the phone drop down, can you just add "Mobile Text" and that when its seen by a program like MyRepChat, it knows to sync to that record.
1 vote -
Have a more robust contact card for businesses that shows details of the actual contact.
For the clients that have a business and personal account with us, we want to be able to see the name of the actual contact listed under the business name. We also want to be able to link the accounts together so when pulling a report you see all account information for everything personally and professionally that that person manages.
4 votes -
User Interface
The user interface for contact records should be updated. Currently there is a lot of clicking needed to navigate a contact record. I believe Redtail should take some inspiration from Wealthbox's User Interface on contact records) Having the keywords, email history, notes, accounts, family members, etc. all in one place makes it easier to navigate and get the necessary information.
3 votes -
Contact Card - Additional Dropdown
There needs to be an additional dropdown, like the "show archived" dropdown where I can put the information I need but don't want to see.
ex. I need to include information like mailing address, work phones numbers, fax numbers in my database that I am integrating with Redtail. I cannot archive or delete this information from redtail because they will delete on my other platform. But I still do not want to see these on the redtail contact card, hence another dropdown. In this dropdown the information would display just as it is in "show archived" but still have the…
3 votes -
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.
6 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".
4 votes -
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…
3 votes -
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.
4 votes -
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.
2 votes -
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
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