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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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1671 results found

  1. Allow an image to be pasted into an email directly

    At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.

    27 votes
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    1 comment  ·  Email  ·  Admin →
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  2. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    262 votes
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    25 comments  ·  Opportunities  ·  Admin →
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  3. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    225 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    149 votes
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    12 comments  ·  Opportunities  ·  Admin →
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  5. Search on Salutation

    I would like to run a search for all of the Doctors in my book but there is no option to just search br Dr.?

    19 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  6. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    414 votes
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    26 comments  ·  Mobile App  ·  Admin →
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  7. 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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  8. 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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  9. 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.

    169 votes
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    19 comments  ·  Contact Record  ·  Admin →
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  10. Email a document from the CRM Document Storage section

    email a document straight from the document window

    50 votes
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    1 comment  ·  Documents  ·  Admin →
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  11. Option to automatically rollover activity

    It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…

    1,239 votes
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    49 comments  ·  Activities  ·  Admin →
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