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. Job Title listed under Linked Contact Is in Membership

    Under Membership, the Employer/Employee can we instead have the Linked Contact be their Job Title? This way my Wholesalers are listed as such under membership instead of just being an Employee.

    46 votes
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    11 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  2. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    8 votes
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    1 comment  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  3. show "membership notes' in one place like "family notes"

    Can you add a checkbox to see the notes of all profiles linked as "membership" like the "family notes" checkbox does? We have clients that are business owners or trustees, so seeing all notes related to that business or trust entity would save a lot of time. Currently we have to click on each owner or trutee and then also the trust or business to see the notes.

    4 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  4. 8 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
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