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1. Reviews - "preferred meeting month"

   3 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Morgan Schmaltz shared this idea  ·  Nov 19, 2025

2. Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.

   45 votes

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   1 comment  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Morgan Schmaltz supported this idea  ·  Nov 19, 2025

3. Searching by client nickname

   37 votes

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   1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Morgan Schmaltz supported this idea  ·  Nov 19, 2025

4. Using Nicknames to Search for Contacts when Linking to Notes and Activities

   114 votes

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   5 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Morgan Schmaltz supported this idea  ·  Nov 19, 2025

5. Add nicknames to the search contact feature

   19 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Morgan Schmaltz supported this idea  ·  Nov 19, 2025