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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.

How can we improve Redtail Technology's CRM?

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349 results found

  1. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    411 votes
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    26 comments  ·  Mobile App  ·  Admin →
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  2. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    235 votes
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    27 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  4. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    182 votes
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    22 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  5. Zimbra

    CRM contact information should be replicated in Zimbra Webmail, and vice versa

    359 votes
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    43 comments  ·  Integrations  ·  Admin →
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  6. Please add the option to a bulk 'Review Frequency' change

    It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'

    46 votes
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    4 comments  ·  Client Reviews  ·  Admin →
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  7. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    163 votes
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    19 comments  ·  Contact Record  ·  Admin →
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  8. inline editing

    Enable the ability to edit a field by just clicking on that field instead of needing to always right-click on the record/field and seclect "edit...". THis is also known as inline editing...

    9 votes
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    5 comments  ·  Other  ·  Admin →
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  9. Email a document from the CRM Document Storage section

    email a document straight from the document window

    49 votes
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    1 comment  ·  Documents  ·  Admin →
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