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.
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27 results found
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accessing templates from inside the activity screen
When in the activities screen, when cloning an activity, it would be extremely helpful to be able to access the different activity templates from that screen. This would help fill/change a lot of the form fields as opposed to have to do them all manually.
4 votes -
Upload to replace existing Mail Merge Template
Every time I need to change a mail merge template, I have to delete and then upload a new .doc file. If the original file was referenced in any workflow templates, the links get broken, and I have to relink the new file after it's been uploaded.
I would love to be able to just upload a new version of a .doc to replace an old one and keep the links in place.6 votes -
Saving Documents to Templates
Would like to be able to save documents within a Templates for others to access and complete if necessary.
16 votes -
Activity Template Time Frame
It would be useful if there was a place to put a time frame/due date. Like x number of days/weeks/months from start date. For example, start date would be the day the activity was created as it already is and then the end date/due date would be 1 week from start date or whatever was entered into the template.
9 votes -
Dump alphabetical sorting of database lists and templates in favor of drag and drop!
When I create new templates or database lists, the default setting is that they appear in alphabetical order. However, it is often more convenient to "bunch" them within the list according to like "subcategories." Currently, the workaround is to use a numbering or lettering system (i.e. 1, 2, 3 before the item) to specify where you want the item to show up in the list. But then it requires constant reshuffling if you ever change your mind. This could be eliminated if Redtail allowed us to drag and drop to set the order.
Thanks team! Keep up the great work…
9 votes -
Activity Template should be able to utilize merge fields
Activity templates should be able to utilize merge fields such as clients name, today's date, the person who entered activity etc. in both the description and subject.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.
Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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