Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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. Set Roles when Creating new Contact

    When adding a new contact, we can set the permissions (which is a great addition, thank you!) but you can't set the roles without going into the contact page. It would be useful to be able to set the roles there in the create screen because we have workflows that automate when a new contact is added. Right now they default to one person, because if the workflow automates and the roles aren't set, it assigns to no one. If the roles are set in the contact creation screen the the workflow could be assigned to the appropriate person based…

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

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  2. Ability to add spouse DOB and edit spouse status from the Add Contact screen

    Currently if you want to add a spouse DOB or change them from a Not Specified contact to a Prospect-Spouse, for example, you have to wait until you are done creating the contact and them open the spouse's profile separately to add that information. It would be nice to eliminate this step by allowing that info to be entered at the same time you create the initial contact. The previous version had this capacity and it changed with the new version.

    862 votes
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    20 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Setup contact head of household & spouse

    Please add the ability to input all of the spouse's information on the same screen when setting up a head of household contact card and/or the ability to copy information to each other.

    Currently I am forced to make duplicate entry for spouse when it comes to their contact details.

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

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