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. Manage And Resolve Cash App Transfer Failed Problems And Hurdles

    Yes, you can annihilate the whole host of your Cash App Transfer Failed problems with the help of experts. The main matter is that you can approach the professionals who will assist you to handle your problems and hurdles. Also, you can find out the appropriate answers to all your problems and queries in a proper manner. https://www.cashappcustomer-service.com/fix-cash-app-transfer-failed-problems/

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  2. Fetch Complete Information To Get Money Off Cash App Without Card

    Do you want to know how you can Get Money Off Cash App Without Card or without your bank account? Luckily, you have landed on the right place where you can find out the right information and troubleshooting assistance directly from the professionals and experts in a proper manner. https://www.contact-customerservice.co/blog/get-money-off-cash-app-without-card/

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  3. MBOX to PST Converter

    I always suggest sysinspire MBOX to PST Converter for converting MBOX files to PST format. It converts MBOX files to PST format easily while preserving all emails and attachments. It can easily convert MBOX files provided by Thunderbird, Entourage, Spicebird, Pocomail, AppleMail, Netscape, ClawsMail, OperaMail, MozillaMail, Evolution, Eudora, SeaMonkey, and other email clients. It generates a PST file that can be imported into any version of Outlook.

    Read More:- https://www.sysinspire.com/mboxconverter/

    1 vote
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    1 comment  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  4. Free Excel password recovery software use to PDS\ and save your money

    Perfect data solution Excel password recovery Software gives interesting technique, for example, brute force attack, dictionary attack and password known attack. This application has provided a FREE DEMO VERSION to recover excel file (.xls, .xlsx, .xlsm, .xlsb, .xla, .xlam, .xltm) Excel Password Unluckier Software makes simple process and guarantee not to lose any data from excel document while extrication the first secret phrase. Excel Password Recovery Software supports all Excel record versions included- 97 / 98 / 2000 - 2007 / 2010 / 2013/2016 and 2019

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    1 vote
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    1 comment  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  5. Best SEO Company India

    An SEO company focuses on digital marketing, which is crucial for a business's website to receive organic traffic, recognition, visibility, and ranking. The best SEO company India ensures to deliver timely productivity with constant improvement to improve the ranking and maintain the position.
    https://www.mindmingles.com/seo-company-india/

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  6. NSF to PST converter

    While converting NSF into PST by the manual approach. You may face some unwanted errors and Data moderation without your permission. So easy and safe way to prevent yourself from this problem is you can Download eSoftTools fully advanced and secure NSF to PST converter tool as it is specially developed by keeping in mind the customer usability. Because of which a new user can also convert their NSF files into PST easily and without any specific knowledge within few simple steps. The software supports all versions of Domino Lotus Notes and Outlook.

    Read More:- https://www.nsftopstconverter.esofttools.com/

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  7. eSoftTools NSF to PST Converter

    A lot of data relocation software is accessible available so it is befuddling to choose the best NSF to PST Conversion tool. To determine this issue eSoftTools NSF to PST Converter thinks of different highlights. This application gives the see of recovered mailbox things and saves them into different file designs like PST, EML, and EMLX, vCard, Office365, live Exchange worker, vCal, MSG, CSV and MBOX file design. You can generally qualified to tackle the job on disconnected mode without confronting trouble. On the off chance that you have any issue identified with the NSF file so you can contact…

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  8. Recover the forgotten excel file password

    If you want the best Excel password remover software, then here comes the perfect data solution Excel password recovery Software unlock your Excel file without harming This Software has capable to support all Excel 2016 and 2013, 2010 Password, 2007, 2003, 2002(XP), 2000 which solves this difficulty of password recovery with the assistance of 3 types of unlocking methods, namely, Dictionary attack, Brute Force attack, and, mask attack. This Software also recover to set the password minimum & maximum value of the recovering of Excel file password It can perform with all extensions of Excel as well as competent with…

    1 vote
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    1 comment  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  9. MBOX to PST Converter software

    I suggest proficient software that effectively relocates the MBOX to PST file design utilizing the exceptional SysInspire MBOX to PST Conversion Tool software. MBOX to PST Converter software is one of the mainstream and safe arrangements that permit the export of a few Email Clients like Apple Mail, Thunderbird, Entourage, Pocomail and so on They have refreshed the particular change include used to convert things and envelopes from MBOX to PST Files. the free form accessible of this software. you can download this software from here

    Read More:- https://www.sysinspire.com/mboxconverter/

    1 vote
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    1 comment  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Keywords/Tags to Activities

    We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option…

    6 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  11. deleting keywords

    When we click to delete a keyword, a checkbox comes up asking if we want to apply a new value for all existing records with that keyword. Not only is the box checked Yes by default, but the first keyword in our keyword list is already chosen to replace the keyword we're deleting for all of those records! I think it would make more sense to let us check the box IF we want to replace the keyword we're deleting, and also to let us decide what replacement we want. When deleting a lot of keywords it's time-consuming to have…

    3 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  12. Keywords for Seminars

    I would like the ability to add Keywords to Seminar records.We can use it for tracking registration codes, source, assets and clients obtained from the Seminar, etc.

    27 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  13. key words

    Our firm uses many different identifiers and categories for each of our client. We are trying to take advantage of the key words function in RedTail and want to inquire if there is an option to have the Keywords displayed at the top of the contact page. When a client calls we would like to have all the client information at the top of the screen so we can have a one stop view for all client calls.

    11 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  14. keyword search

    I would like to be able to search for "all keywords added/removed for the Quarter" - i.e. all clients new to the "Medicare" keyword list for the 3rd Qtr of 2018.

    18 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  15. Search

    I really miss a feature that I had at my previous CRM provider. It would be extremely helpful to improve the lookup fields by adding the following feature: Go to the cell that contains the date (ex. status), right click that area, and be able to do a look up. For example, I could go to Status, select "A Clients" and have a look up of all A clients.

    4 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  16. Account Keywords

    I want account level keywords so I can keep track of things like check writing or margin account instead of creating a UDF that has a yes/no answer when I'd only ever use it for a yes.

    6 votes
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  17. Keywords, DATE when client has a Keyword added

    Keywords, DATE (Time Stamp) and with who added it when client has a new Keyword added.
    We use Keywords for some of our segregated mailing lists. When adding a Keyword to a profile, if that addition was dated and noted WHO added it, we could better track when additions were made to our mailing list and by whom when we run our Mailing List report.

    24 votes
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  18. Have Household Keywords

    I'd love to be able to have keywords that are applied to the household as a whole, not just the individual person. We use monthly keywords for our review months, and keep husband/wife the same. Right now, we have to add that keyword to both people, and then update on both if we need to change it. I'd love to have an option for household keywords, that automatically assigns that same keyword to all parties in the household (kids, etc...)

    21 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  19. Keywords need to be visible at the top.

    Keywords are just as important as "important info". If the keywords could be included in the shortcut for important info, or just be visible at the top. We need to be able to see the keywords without clicking and searching for them.

    10 votes
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