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.
176 results found
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duplicate
When merging a record, it appears as a new record. Because of that, when we have an automation created that links a workflow to a new prospect, a workflow is being tied to this prospect. They are not new but look that way when records are merged.
3 votes -
3 votes
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Mandatory fields for Servicing Advisor and Contact Status
Please make fields Servicing Advisor and Contact Status a mandatory field that must be entered before saving the contact record.
3 votes -
Add fields to the estimate net worth field
Add fields: primary residence value, estimated net worth (less primary residence)
1 vote -
Record Last Name Changes
The ability to track (and search, ideally) when clients have a previous last name (ie name change from marriage/divorce)
3 votes -
Objectives to be expanded to 5 levels as No BD or Custodian uses 4
Know your client section. The Objective field is antiquated it needs to be expanded to include 5 levels.
1 vote -
1 vote
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Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
1 vote -
Please restore the "more defined" borders on contact pages. Current view is difficult to track.
Contact page lacks defined lines and borders, takes longer to view screen.
1 vote -
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.
7 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
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