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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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2 results found

  1. Attach documents to a Note or Activity (that becomes a Note)

    Give the user the ability to attach one or more documents to a Note or Activity allowing the user to have quick access to all handouts discussed when referencing the Note or Activity at a later date

    279 votes
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    28 comments  ·  Documents  ·  Admin →
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  2. Link Documents to Multiple accounts and/or contacts

    Please allow notes/documents to be linked to multiple accounts and contacts. Currently, we have the ability to link to a single account & a single contact, but we often have the need to link a note or document to multiple accounts & contacts.

    170 votes
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    5 comments  ·  Documents  ·  Admin →
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