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. zoom phone

    RedTail integration with Zoom Phone

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. allow grouping of web links

    Allow weblinks to be grouped together in folders such as insurance, planning, banking, investments etc.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. udf

    You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. How to recover mailbox from EDB file?

    How to recover mailbox from EDB file? Try eSoftTools EDB to PST Converter programming that can assist with converting all email properties like-to, cc, bcc, time, date, subject, from, and different organizations. The EDB client can utilize the split component of this tool to decrease the size of the huge Outlook PST file. Likewise, you can convert all letter drop configurations, for example, contacts, schedules, undertakings, notes, diaries, sent things, erased things, and more envelopes. Furthermore, you can utilize the free DEMO form for every client and researches the working cycle of the tool.

    Get More Info:- https://www.esofttools.com/blog/exchange-server-recovery-software/

    1 vote
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Use control key to automatically enter a date stamp and name of Redtail User

    Use control key to automatically enter a date stamp with date and name of Redtail User. Example:

    Control J = MM/DD/YYYY Jane Doe

    18 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to view help menu history

    There should be a way to "favorite" help menu articles or videos to easily find and refer back to at a later date. There should also be a "history" feature to find videos previously watched. After recently onboarding and watching numerous videos, there doesn't seem to be an easy way to find a previously watched video for the help I'm looking for without wasting a lot of time. I suppose I could bookmark a video but it would be easier to have something internal within the CRM to refer back to.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. ability to sort left menu

    ability to sort left menu

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add chat as a help feature

    Under contact us, instead of just a phone number or email, how 'bout adding a "chat" feature? For quick fixes, simple questions, etc. I've used that with other companies and found it very helpful, not to mention very fast.

    5 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. 4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Customize UDF List of Values

    When I am creating UDFs with a dropdown menu with a list of values, it would be helpful for me to be able to customize the order to suit our needs and situation. Instead the values in the dropdown are automatically alphabetized.

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Hold Music on Helpline

    The hold music on the phone when I call redtail support adds stress to customer service phone calls. You can greatly improve your clients phone experience with better music.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Archive former users names

    Would be nice if we could archive users names who don't work for the firm any longer without running the risk of deleting past activities previously assigned to or completed by that user. Just like we can archive old addresses, email addresses, etc. Our user list keeps getting longer as people are hired or leave. So easy to click on the wrong user, possibly one who no longer works here, when assigning a task.

    10 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. ical

    t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Links Behavior

    We have added links into important information to help jump to a website that would typically be needed. When we right click and choose "open in a new tab", the new tab opens but control is not transferred to to tab. It requires finding the new tab at the top of the screen and clicking on it to view the website in the link. It would be helpful for control to be transferred to the new tab.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. 19 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. tag group permissions

    I think the entire system would be better served it the admin had the ability to set permissions to even Tag Groups, or Searching or even rule or list deletion. I think it would better secure the sytem.
    ***I also think the Personal Profile would be 10X better if it include all the different interest and keywords and tag groups for that specific contact group. It just seem strange that it only includes just a small ammount of information.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Manage Database Lists - Style Guide included

    When managing our Database Lists it would be helpful if there was an option to clarify what the item means to us when an item is added to the list, essentially giving the ability to enter the style guide right into the CRM instead of having to re-create the wheel by having to create a style guide outside of the CRM.
    It would also give other users the ability to know exactly what the item means (on screen, maybe with a pop up when hovering over the item that gives the items style guide information) without having to refer to…

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Customer Service Call Back

    Would be nice if phone customer service offered the option of a call back if it's going to be longer than 5 minute hold, rather that having to wait on hold for the entire duration. Earlier today, I called in and was quoted a hold time of 15 minutes. It's been over 30 and counting. Would prefer not to have to listen to the hold music loop over and over.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. An area in today to type a To Do List without it going in the calendar

    an area in the Today Screen where we can type a To do List, where it does not go into the Calendar as an activity.

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. TICKET FOLLOW UP

    I am writing this on behalf of my boss, who would like to request that you only send follow up emails, in response to ticket items, if there is only a real issue, not a password reset.

    1 vote
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