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.
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.
144 results found
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Initial Log in page
I love seeing dogs and was easily and pleasantly amused each day by the Golden Retriever with his head hanging out the window. But lately, what looks like some kind of subscriber person promotion, are these really cute puppies that look like purebred dogs that easily could have cost $3000 to $6000 in fees. I have been a dog shelter volunteer for 18 years. Euthanasia rates are in the millions per DAY for dogs and cats languishing in underfunded shelters and rescue group struggle daily to feed, vet, shelter, train etc from underfunded budgets to keep animals until their FOREVER…
3 votes -
snappy Kracken intergration
Snappy Kracken Intergration. I see that Mail Chimp and Constant Contact are intergration partners with Redtail. Can someone look into possible Snappy Kracken becoming an intergration partner? We really like the product and it would be great if it were intergrated with Redtail. Thank you Peter Zeuli
6 votes -
Add permissions options to Libraries and/or Folders in Redtail Imaging
We highly recommend adding ability to add permissions to Libraries and/or Folders created in Redtail Imaging. Example: Owners want a Corporate Library Folder to hold documents such as Employee Contracts/Salaries, Expenses, etc.
21 votes -
Delete Speak Room
We created several test rooms in Redtail Speak before getting the hang of how to create and invite participants (we should be able to directly invite team participants by the way). We now have several public rooms called "test" or "hhhhh" that will not be used. We should have the ability to remove these Speak rooms.
8 votes -
night mode
a dark or night mode, help ease my eyes from looking at this big white screen!
46 votes -
open 7z file password
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1 vote -
7z password recovery software
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1 vote -
To Do List
I see it's been posted a few times but I just want to reiterate, a running To-Do List would be an invaluable feature to Redtail. It would be great to simply be able to add items to the list and then re-arrange based on priority. This would be for simple and one-off tasks where a workflow might not be appropriate or necessary and would help keep my desk clear of sticky notes. Would be ideal to make sure it appears on the phone app too. Please add this (seemingly) simple feature.
10 votes -
Delete or move to end of list
In this Feedback Forum it would be great if ideas, once added to the system, were moved to the end of the list or deleted from the list all together. This would make searching for like items a bit easier.
3 votes -
tokens do not match/can't log in
Have a pop up window describing what tokens do not match means when I am trying to log in. Provide steps on what I can do to get into systems without calling support.
1 vote -
Orion Integration Report
There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.
34 votes -
Default Permission
It would be helpful to be able to say "any contact added by XYZ user should be assigned a default Permission of ABC". The current options in the Automations do not allow for this.
We have multiple users in our database that only work under one team. It is an extra step for them to remember to add their Permission each time they add a contact and even harder to remember to go in and update any contacts that are created automatically as Employers or Spouses etc.
Having this set to happen automatically would be a huge time saver and…
13 votes -
Ability to attach a screen shot when making a feedback request
Yes,I am making a suggestion on how to better make suggestions. Would like the ability to attach a screen shot to explain a suggestion.
12 votes -
Add alphabet hyperlink to the top of imaging so you can go straight to the first name beginning with that letter rather than scrolling
In imaging it would be great to have an alphabet hyperlink that would take you to the first folder in that letter set starting with that letter. Example, hit the t it takes you to Tanner, etc. As our client base is growing this feature would save a lot of scroll time.
3 votes -
Display database name in header/quicker switch
Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.
12 votes -
zoom phone
RedTail integration with Zoom Phone
13 votes -
allow grouping of web links
Allow weblinks to be grouped together in folders such as insurance, planning, banking, investments etc.
6 votes -
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.
7 votes -
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
21 votes -
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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