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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70 results found
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custom export- spouse
For “Spouse” in Custom Export… include Employer as a field (since Job Title is already an option there). It would be so helpful to have this field as an option.
3 votes -
Send to Mailchimp - Include Phone Number Please!
When sending contact information out of Redtail to Mailchimp, we only get the contact name and email address (which is still helpful!) It would be great if the exported information also included the phone number, city, and ZIP code (but I'd settle for just the phone number). Thanks!
3 votes -
Adding new client - Phone
When adding a new client, the phone section does not allow for the "custom title" to be put in. You have to create the client, then go back in and add the custom titles - extra steps. Please add the "custom title" field to the "new client" add. Thanks.
3 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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Spouse phone & email in Custom Export
Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.
3 votes -
User Define Fields for Contact & Accounts
The option to print a pdf version for Account User Defined Fields.
3 votes -
Scheduled - automated Custom Export
Is there a way to add a feature to SCHEDULE a Custom Export (or even report) for a specific date and (approx) time? This would be HUGE over events like month end, or tag group lables, reports etc.
But mostly, I want to be able to schedule a specific Custom Export to occur the morning of the first business day, after the close of the last day of a month.
For example, on 10-01-22 I'd like to schedule a Custom Export containing account numbers and values that represent the close of business 9-30-22 in case I am not physically here…
2 votes -
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.
1 vote -
Add spouse nickname to merge field
Add a merge field for SpouseNickname. Currently the only option defaults with the Spouses first name, if the Nickname field is empty.
1 vote -
Deceased client removed from all client look up reports and labels
Remove deceased clients from All Client reports for the purpose of mailings.
1 vote -
Add another search option in Account General Information for Delivery Date when running a custom report.
Please add this option - it is not currently available for a custom report.
1 vote
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