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!
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182 results found
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Add Federal and State tax withholding Fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)7 votes -
Create spouse contact record when editing marital status that auto links to initial contact record
For example, when a client gets married, we would like to be able to update their marriage status to "married" and be able to add spouse details in the same window. Thus, essentially creating a new contact record that is automatically linked to the initial contact record we updated. This could stream line creating contact records moving forward.
6 votes -
client income page
Income tab_ it is important to see what the client income is each month, if they need to take RMD's etc.
1 vote -
Updating family section
While originally looking for a way to put a custom alert on someone's record so that when anyone lands on them it reminds them of something? For example for couples getting divorced or people with active POAs. Understanding that you don't have that feature and being told to use the important information section. I think an easier fix that could be very helpful would be if you could update the "family" section to say separating/divorcing/caring for/POA of/ or a field that could be typed in to one of those options it could be more obvious.
4 votes -
Add nicknames to the search contact feature
To the "Search Contacts" search bar, add in clients "nickname" to the search feature. If the client goes by something other than their first name, that name needs to be featured in the search contacts function.
19 votes -
Client Contact Card - Important Information
If there is information entered in the Important Information section of the client's contact card, it would be helpful to have a dialogue box that pops up upon entering into the contact card.
1 vote -
Edit Contact Type
The ability to add/remove Contact Type options. For example, we do not use "Association" or "Union" - so we would like those options to be greyed out or removed entirely, so they cannot be chosen. We don't want any users to be able to assign an incorrect contact type - which is easy to do with multiple users creating accounts. This is more for ensuring data stays clean.
3 votes -
A "Pop-Up Warning" when you open a contact's page
When opening a contact's page, it would be extremely helpful to be able to enable a pop-up warning of some kind that you need to click out of before viewing the contact's page. In another CRM that I've used, this was an extremely helpful feature. Not all clients had it, it was only if you wanted it there.
I used it for alerting myself and other staff members if there was something that was urgent and necessary for EVERYONE to know before talking to this client on the phone or emailing them.
A few examples would be:This client works…
6 votes -
Why do the notes we are notified about only appear under notifications?
We receive emails when tagged in a note, but there is no way to see a list of the notes we have been tagged in on the website. Could there be a section under "Notes" in the "Today" view to display all the notes we have been tagged in? I also think it would be beneficial if they showed up under the bell icon, as that is where notifications are supposed to be on the website. papa's scooperia
1 vote -
Link Beneficiary to Contact Record
It would be awesome if beneficiaries could link to existing contact records, as well as giving an option to create a contact record (similar to updating Ownership in Accounts). This would help us have a more comprehensive and cohesive CRM!
9 votes -
referrals
Referral Tree
Presently, there is no way to create a referral tree, or to pull a report of contacts who have referred others.
EX: If Amy refers Dave, I can enter Amy's name (as text, not as a link to her profile) on Dave's profile as a 'Referred by', and I can pull a report that will give me 'Referred by' and 'Source' (which would pull Dave's records), but I can't pull a report that will pull Amy's information.The ultimate goal is to pull a report to see which contacts referred other prospects/clients in the past year, because we…
6 votes -
There needs to be more ability to choose fields to lock down and prevent advisors from changing data.
enable fields such as status, source, category, servicing and writing advisor, key words, UDFs, account status to be locked down to prevent another user from changing.
1 vote -
Can a field be added to a Business contact that links back to the Owner?
If a Business & the Owner are both contacts in the CRM, can a field be added to the Business Contact that would allow it to link directly to the Owner? Similiar to how you can list a Business as the Employer on the Individual Contact.
6 votes -
Add Servicing Advisor to Contact Header
Add Advisor to Contact Header
Currently it is lower on the page and not always visible in the screen (depending on the viewing size.)
EXAMPLE:
Ms.Mary A Client (space) Servicing Advisor: John A Doe, CFP (space) Icon Shortcuts.1 vote -
death
Add the RED notification Box on Contact landing page if Status is changed to Deceased. Expedites the Commuinication to our team, even if we don't have the data of death yet.
1 vote -
Search by last name only
We've had RedTail for some time now and the only thing I really miss from old CRM is the ability to search by last name only. When I type in a last name everything remotely the same (3 matching letters in a street name or name of a town etc..) comes up. Sometimes I am scrolling thru 60+ names or more when I know I only have 3 contacts with that same last name. And some names,( i.e.Thomas) can be first or last names but everything pulls up. Very time consuming.
6 votes -
When broadcasting emails, it should save as client contact category instead of "general information"
1 vote -
add columns to Home Screen of Contact Records
On "home screen" of listing of contacts, it would be very helpful to have at least 3additional columns: Date of Birth and Address and Phone Number. I have a fair number of clients with literally the same name. So having additional columns that I can see at a glance would streamline my day.
1 vote -
add field for cash to networth
Add field for Cash to networth
3 votes -
Roles & Permissions Changes & Customizations
I've voted for many similar posts but want to reiterate how important it is for our team (not just admins) to be able to see who is assigned as a contact's Advisor, Associate Advisor and CSA. Workflow tasks are assigned to these people but our staff can't make sure their set up correctly.
I don't understand the point of having a Servicing Advisor and Writing Advisor AND THEN also the above roles? Why not just have those three listed on the contact's main screen. It's redundant and confusing. Simplification would be greatly appreciated.
We use different terms for our roles.…
38 votes
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