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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  1. shared family contact address and phone info

    We often don't have address info for adult children of clients. When adding an adult child to a family - we use this to group them instead of memberships - we'd like to have an option to classify them as an adult child and have that classification mean that the family head's address and phone info will NOT automatically populate in the adult child's contact card.

    36 votes
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  2. Switching Family Head

    When switching a family head of household all contact information should remain on both profiles. Currently the information remains with the former head of household and we have to key in all the information to the new head of house hold.

    33 votes
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  3. Additional family options (not in the 'Membership' page)

    Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.

    57 votes
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    4 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Anniversary duplication

    When you create a family and the husband/wife syncs together, you should also sync the anniversary dates. Currently, you have to input the anniversary in both contacts. It would save time to only input it on the head of household and then it syncs if you have created the family and put married.

    43 votes
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  5. Dependent Types Add customization for them

    in the family's section. for Dependent Types Add customization for them i.e. Pet to the options current list child, grandchild, other would like to add our own custom types

    10 votes
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  6. household

    When creating a Household/Family name it requires "and" instead of "&". I feel like this started somewhat suddenly a year or so ago. If I forget then when I run reports it comes out as "&"

    13 votes
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  7. In the family tree, the trust needs to able to be added as a bene.

    In the family tree, the trust needs to be able to be added as a bene. rather than going to memberships. That field is not intuitive.

    29 votes
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  8. Household

    Wed like to have the ability to capture and reference data under the HOUSEHOLD name/title (Ex. James & Virgina Smith) - - - with all the contacts info, notes, documents, etc able to be STORED & ACCESSED under that combined title. Ideally you could introduce the OPTION of storing data at the individual level - - - by clicking on the individual within the household. But otherwise, its maintained collectively/centrally - - - within the household.

    It would also be helpful to see LINKED/associated contacts (Ex CPAS & ATTYS) on the home page - - - in addition to DEPENDANTS.

    58 votes
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  9. Add section for Original Depositor Information

    I don't want to create a new contact, but the DOB, DOD, and SS# for the original depositor of a person's beneficiary IRA is good information to have on hand.

    7 votes
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  10. Household

    It would be awesome when editing a client that is in a household" category" or "status", the systems prompts you choose if you would like to make the change to the rest of the household. This is would better rather than going to each member of the household to make the same changes over and over again.

    37 votes
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  11. Family member relationship

    Two things here...
    1) When a client's marital status is Life Partner, the basic info at the top of their profile lists them as "Married to" when they are not actually married, hence being life partners. So...
    2) In the family member section, can we have a relationship that is Life Partner, but that has the family member stay in the spouse position?

    33 votes
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  12. Adding Dependents

    Is there a way to add a dependent to a clients household when the person that we would like to link is already a head of household too? When I try to add a family member it will not populate her name that is already in our data base. It makes me set up a new contact than then all her information is blank if we open it under her parentr.

    21 votes
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  13. Allow the option to choose Family Category or Group Category

    A Group Category would be helpful for Simple IRA Companies with many participants, trust accounts, corporations or investment groups with several participants. The membership feature is not easily accessible like the Family Name link and seem more logical for CPA's, attorneys or other professional links to a client.

    6 votes
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  14. Household Accounts

    We are interested in being able to assign our accounts to a household, instead of a single contact. For example, if a household has a joint account, we can only assign it to one contact. We wish there was a way to see a household and all of the accounts that fall within their control.

    36 votes
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  15. Entity as own family/household for client relationship count purposes

    I want to get a number of how many households we have total but run into issues with entities. One issue that already has a suggestion is to be able to include entities in a household (so a trust can be grouped under the family that runs it). But I also want the ability to make the entity be its own household. This is so I can then run a search for all contacts that are clients and head of households so that the count of search results would then be equal to my total number of client relationships.

    31 votes
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  16. create a way for a beneficiary who becomes a client to still be attached as a beneficiary

    We are having to create duplicate records when a clients child is listed as a beneficiary but then becomes a client on their own. We are not able to list them as a client and beneficiary. If we combine their records it will remove them as a beneficiary on their parents account. Would like to be able to combine them as a client and still be able to have them connected as a beneficiary to their parents account.

    52 votes
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  17. Family descriptions/relationships box on Redtail page

    I would love to see a separate (box?) area on the contact's page being able to list family/relationships at a glance. We don't always have last names and therefore cannot create contacts; but it would be so nice to be able to view, at a quick glance, our client's grandchildren, ages, etc.

    7 votes
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  18. Automatically Change Family Upon Divorce

    When a client is linked to another contact as a spouse and the marital status goes from married to divorced (or similar can be done for widowed) remove the contact from family and automatically add membership marking them each ex-husband/ex-wife as applicable.

    43 votes
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  19. Add " Registered Domestic Partners" to Marital Status field.

    Add "Registered Domestic Partners" to Marital Status field. In the state of California many couples elect to remain as Registered Domestic Partners as opposed to Marrying. The term "Life Partners" does not necessarily equate to a legal binding union.

    34 votes
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  20. Within the family section of the relationship please add Father Mother- today many children are taking care of their parent.

    Example, we have a child who is the POA for our client, the client will never call here and our only correspondence is with the POA. I want to be able to add the POA as Head of HH and add the client as a Mother in the housefhold The POA does not have an account with us so if she calls I want everyone to be able to see the correlation so they can pull up the mother's account. Without going and hunting in the membership link, which is extra steps for when someone is calling in. Thank you.…

    29 votes
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