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!

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  1. The ability to edit a note for 24 hours after creation

    Allow notes to be edited w/in a short timeframe.

    14 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Note & Information Box Formatting & Coding

    I love the formatting options under Notes and Important Information. I love keeping things organized and clean. However, doing it with the buttoned options can be tedious and often doesn't yield the result I would like, so I often defer to 'source' (as I have knowledge of HTML & CSS) to make it easier on myself. Would there be a way to get the source code to line up and stay on separate lines such as (for example) <font color=red>text here</font> [NEXT LINE] <font color=blue>text here</font>? Right now I can code individual things on individual lines but when I save…

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Name recognition

    Somehow have name recognition when you are typing in a clients notes. IE: in facebook when I am commenting I type Jane Doe and it automatically tags that person then both contacts can have notes updated without you having to think about adding them.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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