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.

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  1. UDF (User Defined Field) on Contact Creation Page

    Why isn't there the availability to add UDF's to the Contact Input Page? There is specific information that we would like to enter. The way the system is now, we have to create the contact and then we have to go back in to the system to input the UDF's. This isn't a very efficient way of handling the data.

    20 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  2. broadcast email

    If I run a quick list to show all clients that have email and a husband/wife both have the same email in their records, the broadcast email gets sent twice to the same address. I currently have to review hundreds of contacts and uncheck anyone that has a duplicate email. I would like the system to disregard duplicate emails and only send once for each email provided

    70 votes
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    5 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  3. add the ability to move contact info up or down to change order

    Add the ability to reorder the contact record. Sometimes we run a mail merge and the address, phone number and email address aren't in the correct order, so we get blanks on our reports.

    16 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Sort Seminars by Date of Seminar

    Seminars are sorting by date added, not the date of the seminar when choosing a seminar from a contact.

    11 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Client Detail Section: need "Add'l Info"" line to list client meeting preferences as multiple office staff schedule but not aware of prefs

    Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize

    4 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  6. add Charity, Religious Organization and non-profit as options to type of contact

    Please add Charity, Religious organization and non-profit organization to type of contact.

    13 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Copy Roles selection to the Spouse in a new contact

    Now that you can select Roles in the Contact Add Screen, could the system copy those Roles to the spouses record, if they are also setup in the same screen? I noticed that Permissions copy over, but the Roles did not.

    24 votes
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    2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  8. When entering a new contact we need an option for ESTATE

    When entering a new contact we need an option for ESTATE

    10 votes
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    2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  9. spouse

    Add Spouse info on New Individual page

    The only info you can add for Spouse on the new client page is name and job info. Then you have to go into the spouse after saving to add contact details, DOB, SSN etc. It would be great if all that info could be added on one page. And it would be helpful if the servicing and writing, status, category etc would copy over to the spouse.

    42 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  10. clone a contact

    Please add a cloning option, super helpful for entering spouses plus we have two departments who keep separate records so for a husband-wife we have to enter the SAME info FOUR times!

    27 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  11. When adding employment to a client please don’t automatically create a separate contact for the employer

    When adding employment to a client please don’t automatically create a separate contact for the employer

    46 votes
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    7 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  12. add option to use custom label when adding phone # for new contact

    be able to choose daytime, evening, work or cell

    13 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  13. different contact types

    It would be really helpful to have a couple more categories to choose from when you add a new contact. Individual, business, association, trust, or union, don't really apply to a few of the contacts (which are insurance, annuity companies, etc., in this case). We can't categorize them as businesses because we already have a group of contacts labeled as this for a different reason. It would be awesome to have a "company" option to choose from as well.

    18 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Data import

    We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.

    83 votes
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    9 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Add Contact

    In the "Add Contact" section allow to search by 'nickname'

    33 votes
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    Received  ·  2 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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