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.

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  1. Show password option when typing it in during logging on

    When typing in a password when logging on, it would be helpful to have an option to reveal what is typed. I have been locked out so many times, and it might be due to typing in the password wrong, but since I have to change my password so many times, and I cannot actually see what I am typing, this leads me to getting locked out a lot, and having to call in and get back in.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. Storing emails addresses

    We have prospects request information via our website. The only information we receive is their email address as a contact. We would like to be able to store the contact in Redtail with only the email address so that we can continually "touch" them via blast emails.

    4 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. I dont want to uncomplete a note just to view it and a saved document.

    I dont want to uncomplete a note just to view it or to view a saved document. When you complete it again, it changes the date, making the notes out of order.

    6 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Total office calendar integration

    As our office's client services it would be helpful to see the entire office calendar through the Retriever integration and not just appointments I've been assigned to as an attendee. It seems like there are a lot of options to customize what you want synced.The ability to sync the entire office calendar should be one of them.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. it would be nice if there was a button to click once on activities to show them as cancelled

    It would be helpful to have a cancellation option under activities for cancellations

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. add a new status

    In addition to OPEN< CLOSED, etc add Refused Offer

    9 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. add aditional status involving insurance: DENIED

    ADD an additional status involving insurance Add "DENIED"

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Dependent Types Add customization for them

    in the family's section. for Dependent Types Add customization for them i.e. Pet to the options current list child, grandchild, other would like to add our own custom types

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make the Owner field in Workflows a required field

    Currently, when creating a new workflow (or modifying an existing one), the Owner field can be left blank. There should always be an owner of a workflow, whether its a specific user or team, so can you make this a required field?

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. I would like to see attendee status timeline for seminars/events

    I would like to see the status of the attendee in a timeline so we know what they started as and finished as.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Workflow Columns

    Add a column in the workflows that indicates who the current workflow task is assigned to. So you don't have to always to to the workflow task report to see that info.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. appointment

    When quick adding an appointment it would be nice to have the ability to add the location in the quick add box rathing than having to save it before you add the location.

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. contact card to include spouse/partner

    When I click on a contact card, from the calendar, for example, it would be helpful if the contact's spouse/partner also showed so that I didn't have to go into the whole contact to see if they're married and to whom. When I call a client, I like to know if the spouse might answer when it doesn't matter whether I talk to client or client spouse.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Do not make me redo my settings on the calendar for person and activities. Never had to previously.

    for the past 5.5 years, I never had to reset my setting on my calendar. I could filter to be me and the activities I want to see on my calendar. Very frustrating and time consuming.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Adding an option to link a workflow to an activity, when adding an activity to the calendar

    Adding an option to link a workflow to an activity, when adding an activity to the calendar

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add follow up activity from activity screen

    When completing an activity, have the option, to save and complete and add a follow up activity.

    2 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Calender Defualts

    in the calendar when we go to actions select hide all day events it does not save that options as a default and that is not a preferences option.

    3 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. seminars

    Utilize the Bulk Action functions within Seminars. For example, if I want to bulk email all of the "Pending Response" individuals I would be able to mass click them and then send an email using the Bulk Action function. Thanks.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  20. birthday report

    The most recent update makes the Birthday Reminder Report PDF too long, with too much wasted space. I print this report every month for my boss, and the previous list format was much more efficient. With the update, the report is 4 times the size of the old when printing. One solution might be to have different PDF format options when printing? A dropdown option list maybe.

    10 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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