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.
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54 results found
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adult children
We need a Family Tree tab or a section devoted to keeping track of and quickly communicating intergenerational relationships. The membership tab should be renamed/replaced with sections that show dependent (within household) and non-dependent relationships (within family but outside of household).
3 votes -
New contact from with household permissions
When selecting "Add Dependent" from a Household, to create a NEW contact you are not given the New Contact screen. A contact is simply created without the option to edit the contact prior to creation. If you use permissions to divide your database, this results in a user who is unable to see or edit the new contact they just created.
The two solutions I can think of; Give the option of creating the new dependent via the new contact screen, where the user can set their team permission. OR have the option in settings, to give new dependents created…3 votes -
Spouse link - default button to save a search and a click
Wherever we have the ability to link multiple contacts (workflow, notes, activities etc.), I'd like to have a button that automatically links to the contacts spouse, IF the contact has a listed spouse in the database. 99% of the additional contacts that I link are the contacts spouse, and it'd be great not to have to search for the contact every time.
3 votes -
1 vote
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A box in the Misc Information Tab specific for children and grandchildren and their birthdates
A box in the Misc Information tab specifically to keep information about children/grandchildren and their birthdays. That would be more helpful than their height and weight and smoking section.
16 votes -
Add a Photo Tab
Have a photo tab within a client's file. We have several clients that are having kids and grandchildren and we would love to be able to add their photos into their file.
4 votes -
Family/Membership Custom Option
Currently the system only gives an option to add dependents. Dependents would be classified as people living in the home. There needs to be an option for people linked to them to show up on this page as well. Currently our beneficiaries have their own profiles and we have to for into memberships to find out their connection. Maybe a customizable family section where one could create their own connection the the contact it is being added too. This would be a HUGE benefit to me. Thank you for considering this!
9 votes -
Provide report that would show info for all members of a family/household
Provide a unique ID or something in a report so we can know which contact records are associated with which households. Show info for all members of a family/household.
5 votes -
Add age or birthdate on family page
Please add the age or birthdate with the dependent's name on the family page. That would allow us to see the ages of all the kids without clicking on each child.
6 votes -
Household names and labels
When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.
16 votes -
UDF's at Household Level
I'd prefer the ability to add UDF's at a household level instead of a contact level. Of if they have to be by contact, make them mirror each other when a contact is in the same household as another contact.
25 votes -
add beneficiary info to family
Add the ability to add Beneficiaries under the "Family". Currently you can "Add Spouse" or "Add Dependent", we need another entry to "Add Beneficiary". I realize that there are other ways to do this i.e. "Memberships", but by putting the info here, it would flow to programs like Laser App.
16 votes -
Relationship between households
When putting a family together, I think there should be more options than just married. We have some clients who become POA or even guardian of our clients and it is hard to connect them. If we were able to have more options like "Guardian of" instead of married it could make it easier.
73 votes -
Family Tree Mapping
With so many complicated family trees of divorces, 2nd and 3rd marriages, and children mixes among, I would like an improvement on the family tree mapping. I want to be able to look at a client and see their relationships to other clients in a more visual way than just the memberships tab. Thank you.
41 votes -
Divorced Couples with Children
It would be extremely helpful to be able to list minor children under both parents when the parents are divorced. As it is now, it looks as if the father does not have any children (because they are listed under the mother), when in fact he may. This creates frustration when we think we have the information we need and learn we do not.
14 votes -
13 votes
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Household Documents
I think it would be a great idea to have household documents. This would reduce the double entry of documents under each contact.
20 votes -
add dependents
In the Household section, when you click the button to add a dependent... it prompts you for name and relationship. How about letting us put in the DOB and Social Security number too, optionally? Frequently, we will have that information and nothing else, for beneficiaries. Saves the step of having to then go into each profile and enter it. In a household with 4 kids, it saves several minutes.
20 votes -
Household/Family
It would be ideal if: the Family feature can accommodate entity names instead of just individuals or adopting a Household category as means for showing entity names (trusts/business entities etc...) in conjunction with the client relationship.
20 votes -
Add a field
Due to our aging client base and unmarried clients, we would like to suggest adding a field in the Client Profile under Family to not only include spouse, dependent and other ... but to include brother & sister. Thanks kindly for this consideration!
9 votes
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