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. Go back to being able to see a complete note without having to click on each one.

    Go back to being able to see a complete note without having to click on each one.

    81 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 19 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Form CRS Tracking at the Contact Level instead of Account Level

    I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…

    36 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Direct Zoom Integration with Redtail CRM

    Creating a direct integration between Redtail CRM and Zoom would be incredibly helpful for scheduling and running remote meetings. The current integration (Zapier) is reliant on using thirdparty calendar softwares outside of RedTail that our firm does not utilize.

    19 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. Make importing lists available to users

    Allow users to import their own lists into Redtail.

    24 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. The login for the redtail technology area where status requests reside should be the same as the Redtail user login

    The login for the redtail technology area where status requests reside should be the same as the Redtail user login

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. Family names

    It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.

    29 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. myrepchat integration

    Please develop an integration with Ionlake's MyRepChat so that, when I click on a contact's phone number in Redtail, it prompts me to make a call or send a text through MyRepChat.

    8 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. 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 →
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