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. Win zip password recovery software

    Win zip password recovery software is the best software to recover any zip file password using three best password recovery methods. stella zip password recovery software recover 32bit and 64bit zip file password. stella zip password recovery software recover any encrypted password of the zip file this software is recover easily any password of the zip file.

    For more info visit this link.
    https://www.stelladatarecovery.com/zip-password-recovery.html

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. OST to PST Conversion Software

    In case you need best device to convert your ost file into pst then you may download pleasant and at ease GSTECH OST to PST conversion software program.This software use very hgh and safe method to transform your ost file into pst without whatever damage your ost report. OST to PST Converwsion software is a single tool for all trade Server customers easily of all variations consisting of 2013, 2010 , 2007 , 2003 , 2000, five.5, five.0. It provides also hazard loose OST migration into numerous versions of 32 bit as well as 64 bit variations of MS Outlook…

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  3. 7z password recovery software

    If you need a 7z password recovery software try stella 7z password recovery software recover all password of the 7z file using three best password recovery methods. stella 7z password recovery software recover any encrypted password of the 7z file. stella 7z password recovery software recover any encrypted password of the 7z file.

    For more info visit this link.
    https://www.stelladatarecovery.com/7z-password-recovery.html

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Zimbra to pst conversion software

    Zimbra to pst conversion software is the very famous software to convert all the zimbra file data in to pst file. stella zimbra to pst conversion software convert all the zimbra file data into office 365 account. Stella zimbra to pst conversion software convert all the zimbra file data in to eml, msg, mbox, txt and pst file. stella zimbra to pst conversion software convert 32bit and 64bit damage zimbra file data in to pst file.

    For more info visit this link.
    https://www.stelladatarecovery.com/email-migration/zimbra-to-pst-converter.php

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. ost file data in to pst file

    If you want convert corrupt ost file data in to pst file. try stella ost to pst conversion software to convert all the ost file data in to office 365 account. Stella ost to pst conversion software convert all the 32bit and 64bit ost file data in to pst file. stella ost to pst conversion software convert all deleted items data in to pst file.

    For more info visit this link
    https://www.stelladatarecovery.com/ost-to-pst.html

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. allow daily calendar to print like it used to without the Filter events box printing at the top

    When you print the daily calendar, it prints the filter events box at the top - it didn't used to do that -
    fix it please!

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Firelight as an Integration option

    Our client based includes accounts with Sammons Midland National which uses FireLight as the online application service. Currently, FireLight is built out so that they can pull data from Redtail, but there isn't an option for Redtail to push data to them. It would be very helpful if this was added to our integrations

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add a "Team" option when assigning new Tasks/Activities

    We'd love it if you could add an option when creating a new task to assign it to a team instead of having to add individuals manually. When we add a new team member we have to go back through hundreds of tasks and manually update them to add the new teammate whereas if we could add a team, they would update automatically when we add a new team member to that team. This would be a HUGE savings of time for our company.

    9 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. How to Import Outlook PST File to Zimbra Desktop

    How to Zimbra Desktop Import Outlook PST File? It's very easy to import Outlook PST files into Zimbra with all the details and items by using the Outlook PST Recovery Software. Working and silent are very easy. PST recovery is now easy with easy recovery. Users can select single or multiple file items that will be saved during the conversation with Office365, EML, MBOX, EMLX, MSG, HTML vCard, and a variety of different file types. All users can convert up to 25 emails per folder for free. The sample is free of charge.
    Read more:- https://www.esofttools.com/blog/how-to-import-outlook-pst-file-to-zimbra-desktop/

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  10. Free PST to MBOX Converter Full Version

    I first tried this software when converting PST files to MBOX format was too easy. It enables me to convert PST files to a variety of formats without losing or damaging information. Some options for exporting PST to MBOX are available on the Internet. You can use the PST to MBOX eSoftTools to obtain the best results from the migration, as this is one of the safest and most trustworthy methods. With 100% correction, all PST files were successfully converted to MBOX. Moreover, this software is easy to move compared to other software.
    Know more:- https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  11. What is the Cash App card activation process?

    Cash App activation Help Service Now Accessible From The Home Like Comfort
    It is safe to say that you are one of those clients who battling because of various issues relating to cash app activation? Get the right sort of Help for cash app activation under by our expert, in a matter of seconds. https://cashappscontact.com/blog/activate-cash-app-card

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtail

    -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtai

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to export just last 4 digits of client tax id in report

    Would like ability to export just last 4 digits of client tax id in report. I do not want all digits of client tax to be exported. his is similar to the contacts view in Redtail.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. workflow target dates should have the option to set based on completion of previous task and be editable

    workflow target dates should have the option to set based on completion of previous task and be editable.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to turn on/off the automatic notes generated from completed workflows & activities

    When a Redtail Workflow or Activity is completed, the system automatically generates a note in the client's Notes tab. We would like the ability to control if that is automatic or not because we are having to go in and delete them manually to keep our notes section clean. We can always reference completed Activities and Workflow summaries, so this seems redundant, especially because the note that is generated is not detailed and rather more of a summary.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. printer friendly workflow

    When reviewing large workflows with a team, it would be helpful to be able to print the WF and note adjustments. Please add a pdf option to workflows that list steps, tasks, and outcomes.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  17. Family Notes Showing Duplicates

    When you either (A.) Copy a note to a client or (B.) Link the note originally to a client's spouse or other party. When displaying "Family Notes" it shows duplicates. It would be helpful if it did not do that.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Copy Mail Merge to a Spouse

    It would be helpful when you run a mail merge if it allowed you to copy the mail merge to a spouse (right underneath where it says "save as a note"). That way it would appear on both of the contact's notes page without having to manually do that later.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. CRS - This is a NIGHTMARE!

    We are doing our annual audit and I'm trying to run report on CRS and unable to pull this easily from anywhere.

    First off, reports should run by last name, not first when you pull the PDF!

    2nd - it only pulls on tax qualified accounts, under impression we need to give this form out more than that.

    3rd. Why is Fidicuary report not an option at the client/account level. Seems as it should be for just this purpose.

    4rd. Additionally is there a way to see history of when you given the CRS form out to clients and prospect,…

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. e-mail document type

    Allow e-mail communications to be uploaded to Documents in Redtail

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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