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.
167 results found
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Disable birthday reminder and other contact reminders when termination date added
Would like the birthday reminder (and any other relevant contact reminders) be disabled once a termination date is entered.
4 votes -
Removing clutter and organizing notes vs. calling/scheduling notes
Having come from sales force and being used to that system I need help creating a separate section, other than notes, that strictly tracks calls made and notes related to the call. it becomes very cluttered to have all notes and communication on the main page for the client.
4 votes -
new contact record box identifying "assistant" for each household
In the Contact Details box. Currently there is a servicing advisor and writing advisor box to inform office of the lead advisor and the junior advisor. Most advisors in our office have several assistants and it would be great to be able to have a assigned "assistant" box where we could select which office assistant works with each household. SO it would be a dropdown of all our office assistants and we could select which of the 8 was on each contact/household.
Thanks,4 votes -
Tab to next client
I would love to be able to tab to the next client rather than backing out of the current client just to go to the next client.
3 votes -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
professional contact
I don't like that Redtail automatically creates a contact if I add a Professional Contact for a client. Same with their Employer. I don't need these to be listed separately as Contacts if I only want to see them under that particular client. Maybe a check box for if you want to add the prof contact or employer as a new Contact in the database.
1 vote -
Customize the Contacts' Sidebar
When viewing a contact/client profile, we use some of the sidebar links frequently and some not at all. I would love to change my Contact Record preference settings so that the categories I use all the time (Accounts, Workflows, Documents, Notes, Activities, Permissions/Roles) are at the top of the list.
10 votes -
In the dark mode you cannot tell in clients contact record what their primary contact, email, etc. is.
It's usually bold and red, now the font color is just black and you can't even tell that it's bold. Thinking either make the primary be red again or blue.
3 votes -
copy and paste
Have the ability like Orion does to copy and paste with one click on the contact card information instead of having to highlight the entire email address/phone number/address.
1 vote -
Client Ribbon Color Change
When a client passes away, allow users to change color to contact on the ribbon so it is not just red.
Also allow us to have different colors for contacts when having mulitple advisors on one system.8 votes -
dark mode email history
Email History text is unreadable in new Dark Mode -- the text is still black, so not working with new black background.
12 votes -
client profile sharing between advisor databases
Allow advisors from separate databases to share client contacts between their databases so that both advisors can see the client details, accounts, and notes at the same time without having to switch database views.
6 votes -
color code contact
Color code contacts - maybe even based on Status. It would be nice to know at a glance for Prospects where they are in our different workflows, especially with multiple people working on it.
6 votes -
color code contacts
Color code contacts based on their status or be able to choose a color. That way at a glance, you know what is going on with that contact based on a color.
6 votes -
Contact Card to show Upcoming Appointments/Tasks
Enhance the client contact card to display real-time key information, specifically:
Whether the client has an upcoming appointment scheduled (with date and time)
Number of open tasks linked to their name
Reasoning:
This would streamline workflow by allowing users to quickly see important details at a glance without having to search elsewhere. It would save time, reduce back-and-forth navigation, and improve overall efficiency when interacting with client profiles.7 votes -
Add an option for a checklist in udf fields
Rather than having a dropdown or blank field etc, we'd like to have a checklist with 12 different line items and then for each contact have the ability to check off or even add notes to the line items
10 votes -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote -
Add Duty of Care prompt or permit UDF that includes a prompt
Either add Duty of Care prompts or permit UDF that includes a prompt. For example, I need to answer for every account the following questions:
Please describe the new product(s), new strategy(s), or service(s) considered in accordance with the existing strategy of the account. Your response should include details as to how the proposal will achieve the client's investment objectives and goals based on the services and products available in the account and account funding.
--- and ----
Please highlight the features of the products or services recommended or considered for this account in accordance with the account type and…
3 votes -
Important Information
Important Information have it pop up the information on the screen when the Contact is opened to where you have to "X" out of it
3 votes
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