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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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24 results found

  1. Field for date of spouse's death

    We often have clients whose spouse is not a client. It would be nice if we could record the date of the spouse's death in the client's record (rather than making the spouse their own record) and have the option for a reminder on the anniversary (like birthdays and marriage anniversaries).

    18 votes
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    2 comments  ·  Family  ·  Admin →
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  2. Group accounts by household

    Would like the ability to run a report of "Accounts by Household".. we do a lot of multi-generational planning and it would be helpful for assessing the family unit as a whole, rather than having to flip back and forth.

    The "Show family accounts" feature works, but that is only for individual contacts. We wanted to see all the accounts by household for our entire contact list. Thanks!

    21 votes
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    1 comment  ·  Family  ·  Admin →
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  3. Combine Family Records

    Combine family records to one area which would minimize input time and eliminate having to go from one family record to the other.

    36 votes
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    2 comments  ·  Family  ·  Admin →
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  4. Householding Client Groups via Head of Household

    When I click on the contacts tab, I would like the option of setting it to automatically populate a list of only my head of household clients. Not vendors. Not other advisers clients. Not each individual client. ...just a household head count and contact list.

    23 votes
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    0 comments  ·  Family  ·  Admin →
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