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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Migrate Thunderbird MBOX to PST file

    If anyone requires the device that Migrate Thunderbird MBOX to PST file by utilizing best software that name is eSoftTools MBOX Converter tool, it can give best facilities to users for transfer from Thunderbird to PST file. It can auto-detect the Thunderbird MBOX file location for exporting in PST format. It can also give a free demo in which the first 25 items of Thunderbird MBOX accounts turn into outlook without any modifications in its order.

    Read more:- https://www.esofttools.com/blog/how-to-migrate-thunderbird-to-outlook-365/

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. run a report based upon creation of an activity

    would like to be able to run a report based upon the creation date of an activity

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Update Existing Workflows with Template Changes

    We occasionally update our workflow templates, and when we do so we want our existing workflows to have the new format. It would be helpful if there were an action to update existing workflows when a workflow template is changed.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. Redtail integration with Twenty Over Ten websites

    We have a Twenty Over Ten website and have Sumo set up to allow visitors to enter their email address to be added to our blog content. Our Twenty Over Ten website is integrated with Redtail. It would be great if the contacts added vis the website could automatically be put into a TAG group. It's difficult to find contacts that have been added via this method otherwise. Thanks.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. How to export Thunderbird to Outlook?

    Want to know How to export Thunderbird to Outlook? Then just go and download eSoftTools Thunderbird to PST converter software from its official websites, and also get the benefit of its free trial pack in which users can move the first 25 files of the Thunderbird email file into PST file. It can convert Thunderbird into PST files with folders or subfolders. It can convert Thunderbird emails in various forms like- PST, EML, EMLX, YAHOO, MSG, and HTML and also operate very well with all modifications of MS OUTLOOK 2019, 2016, 2013, 2010, 2007, & 2003.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Account UDF

    When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Thunderbird to Outlook converter software

    If you are exploring the most helpful Thunderbird to Outlook converter software, then just go on google and search about eSoftTools Thunderbird MBOX converter software, This software easily converts your Thunderbird file in Outlook PST file, without wasting too much data. It can also offer to move Thunderbird emails in multiple forms like- PST, EML, EMLX, YAHOO, OFFICE 365, GMAIL, MSG, AND HTML files.

    Read more:- https://www.esofttools.com/thunderbird-to-outlook-converter.html

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. notes full page

    The ability to make the notes box full screen. When adding lengthy notes to a lengthy template, would be useful to see everything at once.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Financials' Section - Customizable Labels

    Make the Labels in the Financial Section Customizable for whatever type of financials are important you. For example, we wouldn't put a specific Strategic Allocation Model into a clients profile because they might have several different accounts with different models. We personally would like to use those fields to show a clients Income Sources and amounts. Those labels should work like UDF's where you can put in whatever types of Financials your group is tracking.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  11. Thunderbird to outlook converter

    If you are exploring Thunderbird to outlook converter software then try eSoftTools Thunderbird to PST converter software that instantly changes all data of Thunderbird mailbox to Outlook PST file, without any modification in its formats, styles, emails header, etc. The folder structure can’t be changed by the conversion of Thunderbird to the outlook PST file. It can migrate Thunderbird files to various forms like- Outlook PST, MSG, EML, EMLX, YAHOO, OFFICE 365, GMAIL, and HTML files.

    Read more:- https://www.esofttools.com/thunderbird-to-outlook-converter.html

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integration notes

    Option to put integration name in notes or to automatically show the source when a note comes from an outside source.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. convert Thunderbird MBOX to Outlook PST file

    Want to convert Thunderbird MBOX to Outlook PST file then trying the best application that export single as well as multiple MBOX files in PST file without wasting too much time, It is one of the excellent software that converts your MBOX file in multiple formats like PST, MSG, YAHOO, OFFICE 365, EML, EMLX, AND HTML. This software is fully tested by all online scanners and antiviruses. It can also provide a free demo pack in which users can export the initial 25 details of the MBOX file.

    Read more:- https://www.esofttools.com/thunderbird-to-outlook-converter.html

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Remove client anniversary reminder if client is terminated

    I continue to get client anniversary reminders on terminated clients even though I have entered their client termination date.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  15. Alarms. Allow us to set how long before our activity we want the alarm to go off.

    Alarms. Allow us to set how long before our activity we want the alarm to go off.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. add automation to head of household record

    Allow automations to be assigned to the Head of Household record only. Example, we have a husband and wife and the husband is head of household. They decide to terminate their relationship with us and we have a Client Termination workflow that will start when the contact is changed to Former Client. Therefore, the workflow will start for each of the contacts, husband and wife. But we process 95% of our clients as a household, not as individual clients. We currently have to delete the workflow that is under the spouse record.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. model and manager

    In a client's account record, in the Basic Information box, there are fields for "Model" and Manager". Model is listed "before/above" Manager on the screen. When I click on "Edit", the pop-window lists the information with Manager "Before/Above" Model (their positions are switched). Why are the fields switched? Why isn't Model listed "before/above" Manager, as it will be shown once the update is made to the account record?
    This is very confusing, because we are using these two fields to record a client's Medicare information. We want to use the "Model" field for the Part A date and the "Manager"…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Name in "Referred By" window be hyper-linked to Contact's Record

    Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.

    21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. permission account

    Add permission to Accounts within a contacts record NOT on the Contact.

    Currently permissions are only available for the entire contact record or notes. It would be helpful for compliance if we were able to set permissions on individual Account numbers so the client record can still be viewed by staff, but certain Accounts are only available to the selected team handling those accounts.

    To work around this I will currently need to create another contact record to put the specific Account in, but this may create issues down the line.

    This idea "Add Permissions to each Account" was already…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 227 228
  • Don't see your idea?

Feedback and Knowledge Base