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. Enable Redtail to Integrate with Sales Loft

    I think it would be useful if Redtail would be able to integrate with Sales Loft, which is a sales/marketing tool. The integration would enable a Redtail user to merge contacts into Sales Loft and begin a marketing or drip campaign.

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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. RT New Contact pg: allow to save by section & full page. Some legitimate addresses are not recognized as complete by RT.

    RT New Contact page should allow to save by section and full page. You enter all you have and if it doesn't recognize an address as complete. You can't save other info. Rural Routes and some addresses that are not on Postal Routes, fall into this category. So you re-enter and skip that section - when you have what is correct - save for RT's understanding.

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  3. Advanced Serach

    An option to find clients that are not in any tag group. Currently if you want to find clients that have not been added to any tag group you need to go in manually in each contact. Their should be an option under field for Tag group when you select type as contact to find contacts that have been missed from a particular tag group /no tag group attached to them

    1 vote
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  4. Changes to UDFs push notifications to a user

    I would like to see a feature that would allow a user to be notified when certain UDF fields are added or updated.

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Task

    When attaching a document's to a task. It loads the document ever time to the vault creating duplicates. Is there a way to create a task, load a document without it loading to the document file every single time?

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. flock

    An integration with Flock inner-office chat and teams would be so helpful in our office!! We use it for service requests (because we can voice memo instead of type) and would love for those to automatically be copied to client contact records in notes!

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Separate contact card for related contacts

    Currently, when we have a CPA or Attorney or POA that is related to the client, for example, we have to add all that information in the client's own contact card. This can make that card extremently cumbersome and messy. In addition, if it is an attorney, for example, that you add their e-mail address to multiple client records, the e-mail history for all those clients shows up in each client's record associated with the attorney e-mail address. We run into this all the time. If there was a separate section for "additional contact info" or "related contact info" perhaps…

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Notes in client acct to show history of all appts, most current on top, as was in the original Redtail.

    If I am trying to find out when a pre-scheduled appt. was made for a client 6 months in the future, I can't see it in the Client acct. We could in the original Redtail program. Also, it's preferable to have most recent on the top of the list, not at the bottom.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. update mailing addresses in Redtail into TCA

    Update the mailing address in Redtail into TCA

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Constant contact birthdate

    Expand exportable information fields to include DOB and other important information.

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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Export MBOX to PST - MBOX Converter

    There are many well-programmed software available to export MBOX data files to Windows Outlook but few tools are effective on all MBOX files. To make it trusted, simple, and well manner use MailsDaddy MBOX to PST Converter. This is a powerful solution to convert MBOX data to PST, Office 365, EML, MSG, HTML, MHTML, and many other given formats. The software has lots of advanced features that help the user to move single or bulk emails from MBOX to PST format. Users can also use this tool on multiple email clients such as Gmail, Apple Mail, Thunderbird, Postbox, Entourage, etc.

    1 vote
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    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Can you please add dependents to the family export for a search in contacts?

    Please add the dependents to family export fields from the family contacts page

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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Redtail Health Insurance CRM

    Create a Redtail CRM Specific to the Health, Life, supplemental and Casualty Insurance Industry. We have been using Redtail for several years now, but it lacks some specific tools for the Health Insurance Industry. Also, it would be helpful to have a partner like "Ease Central", it's a application program that once the client information has been imputed it will automatically complete the application. This would create a great opportunity for Redtail to branch out in another direction.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. integration with DocuSign

    We use DocuSign to send documents for e signatures. We log into and out of it many times a day. It would be great DocuSign was included in the CRM integration list for ease of access.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. non-linear: My brain loves non-linear, whole views. The big picture.

    A 1-year calendar that shows client review meetings. So I can choose to change the concentration of meetings, see when I last saw a client.

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Password criteria should be shown when creating a new password

    When a password expires you have to create a new password. The form has fields for old password, new password and new password confirmation. Nowhere on the screen does it show you the password requirements.

    I use a password manager and the default password length used is 20 characters. I entered this and got a message stating the max length was 16. Ok, I changed the password length to 16 and regenerate a password. This was rejected for a new error message, a number or symbol was required.

    Please put a static text box on this form that states the…

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. Contact Detail page

    I would like to be able to add CPA to the contact details front page instead of know your client professional

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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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