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.
1671 results found
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match custom export headers match mail merge fields
match custom export headers to mail merge fields. the default settings table has underlines in the headers and your mail merge fields do not. they should match for no errors and brand consistency.
3 votes -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
3 votes -
Move the chat button to bottom left side of page, rather than right.
Can we move the Redtail chat button to the bottom left side of the page, rather than the bottom right. It's current placement gets in the way of seeing dates when information is added.
3 votes -
calendar dots
I would like the option to remove the new pink dots with user initials from the monthly calendar. I understand that they may be useful for some, but for me, they take up a lot of visual space and are not helpful.
3 votes -
CRM Updates 3/21/24
The updates that were rolled out 3/21/24 make the screens hard to read. It would help if the background had a darker shading or there were lines to help visually break up the screen somehow.
3 votes -
New Look
Not a fan of the new look. Bigger does NOT equal better - now less fits on the screen and more scrolling is required. Please bring back the old layout!!
3 votes -
Differentiate between the areas on.
The new layout needs to have shading for the side boxes - too much white on the screen. Need to be able to see the different "areas". Maybe shade or put back some type of outline.
3 votes -
Overwhelmingly bright, and not enough definition between sections
This new layout is fine, but the screen is painfully bright. It literally hurts to look at. Everything feels washed out, and there is not enough definition between categories. Some defined contrast between background and the widgets would be greatly appreciated.
3 votes -
Need a DARK mode more than ever with this new layout
With the new layout you can hardly see borders and it is SO bright now.
3 votes -
changing color of main CRM - can't stand to look at white screen all day
With the new change of the CRM, the primarily all white screen is going to be a little hard to look at all day every day and we should have an option to change the color up to something more appealing and gentle on the eyes with looking at a computer screen all day.
3 votes -
Revert Back to Old Redtail Font and Colors
Please revert back to the darker, larger font and colors. The screens are almost all white now, making it harder to differentiate between things. These changes have made it harder to work and focus on specific item, much less be easy to view.
3 votes -
Please provide options to adjust or change Redtail's main colors - the new update is too bright!
The recent update on 3/20/24 provided a new and modern look, but the colors are so bright! Please add options to adjust the colors or possibly a dark mode that allows the user to switch between the different modes if they choose. Thank You!
3 votes -
Need more contrast in the new CRM screen!
Give us the option to have more contrast in the new CRM screen. As a low vision person, I can hardly distinguish between the boxes. The very light grey type is ridiculously hard to see on both the calendar for those of us with already compromised vision. It is obvious that whoever designed this new screen didn't take into account people with vision disabilities!
3 votes -
Move the navigation arrows back to the left with Today button on calendar
Please move the navigation arrows back to the "TODAY" button on the left side of the calendar so that all the navigation is close together. This is more efficient. Also making those arrows actual buttons would be visually more distinctive than just what looks like text on the screen currently. Thank you.
3 votes -
PLEASE make an option to select my default on Privacy (I want it to default to Just Me)
Let people working in the same "office" select their privacy defaults so that if some information is confidential etc. we don't have to manually go through and select that every time I create a new activity
3 votes -
Workflow title in task description window
Have the workflow title in the task description window so you can have a reference to which workflow you're working on.
3 votes -
Self-Scheduling Feature for Clients
This would be extremely helpful to our firm (and many others). It would give us the ability to do everything through Redtail and eliminate third party websites.
Using third party websites interferes with our workflow procedures and leaves a lot of room for error. If everything was seamless through Redtail, we could avoid workflow errors and missing contact links. Having a self scheduling feature would also eliminate synching issues that we come across a lot with third party integrations.
Features that would be very helpful, if self-scheduling would be implemented:
- Allow clients to schedule a meeting themselves (like Calendly)
- Allow…
3 votes -
printing notes
Recently we noticed that when we print a note it is automatically inserting a letter "A" after multiple spaces. The additional letter is causing issues when reading the printed note, especially since it doesn't show in the actual note/activity on Redtail. Can this feature be removed so it doesn't show anymore, please?
3 votes -
Help our eyes...PLEASE make the background a different color!
The background color of the app needs to be an actual color, not "almost white". I stare at a 32" screen all day and staring at a totally WHITE screen is killing my eyes! There either needs to be a color or some lines that define the boxes. We have Redtail open all day and it is just so bright! My eyes hurt by the end of the day.
3 votes -
Just an important comment about updates
So the cosmetic updates to your website are nice, but the bigger issues - like including a contact name with a redtail activity notification email would be soooo much more helpful.
3 votes
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