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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.

How can we improve Redtail Technology's CRM?

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1671 results found

  1. Dark Mode!

    We all want it, you have the power to create it!

    1 vote
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  2. agustafson@focusfinancial.com

    There seems to be quite a lot of red in the new look, which is not great in our industry. Please consider using a different color.
    Thanks!

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  3. Darkmode

    A dark (or grey mode!) would really help with the new UI. The new set up looks amazing but it is difficult to view with how bright the white is now versus the old UI.

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    0 comments  ·  Settings & Preferences  ·  Admin →
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  4. 03/21/2024 the new look is AWFUL - blinding white - way too much white - my eyes!

    Please give us some options to add background color or change it back to the way it was prior to 3-21-24, it is horrible. We sit under florescent lights - please have mercy and give us a black mode or someting.

    1 vote
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  5. Please restore the "more defined" borders on contact pages. Current view is difficult to track.

    Contact page lacks defined lines and borders, takes longer to view screen.

    1 vote
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  6. Color options for layout

    The new look it great, but WAY too bright. It would be nice to be able to tone it down a bit. With so much white space, it's difficult to read and strains the eyes.

    1 vote
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  7. Contrast on updated website

    There is not enough color contrast on updated site. Everything is too white and it's difficult to quickly click on needed boxes.

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  8. Display appearance

    I am experiencing the new layout/view today in Redtail CRM. It is very white and bright, with lots of white open areas. There doesn't seem to be a preference to change the background color or to have a dark mode. It would be nice if you offered that.

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  9. A calender invite that will trigger a workflow and invite the client to the meeting

    I am inviting a client to a meeting who is in retail. I want to populate the invite in my activities, have it linked to a workflow for the meeting, and be able to send them a calendar invite, the way you can inside of Google Calendar. I don't want to have to create a separate workflow for the meeting, nor do i want to leave retail and update a meeting that has linked to google calendars and add an attendee. I want one app that acts as my hub for contact management, task, workflow, calendar and communications.

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  10. Add a location column to the "My workflow tasks"

    On the "My Workflow Tasks" page, we should able to choose what columns we want to see there. For me, I would really appreciate having a location or time zone column so that could organize my calling tree for the day by location. Seems like such a simple feature that should be there (selecting your own columns).

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  11. Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.

    Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.

    1 vote
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  12. "Buddy" Icon

    Please bring back the little "Buddy" icon for the Recent, QuickLists, & Tag Group dropdown in the top right corner. Thank you!

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  13. we need a big warning on a contact page that warns all trading staff the family are corporate insiders please help

    1 vote
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  14. Attaching two documents from two different folders

    It would be helpful if you would add the feature to be able to attach two documents from two different folders. At this time I am told you can only attached two documents if they are in the same location/folder.
    Thank you.

    1 vote
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  15. Allow the sidebar to be customized or rearranged

    Our office doesn't use the the calendar in Redtail. We would like to be able to remove it from the sidebar. If it can't be removed, we would like to be able to move down to the bottrom.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  16. Smurphy3

    we have the ability to filter notes, but it would be really helpful to filter not only the type of notes but a time frame and be able to export to a PDF or EXCEL to take to client reviews.

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    0 comments  ·  Notes  ·  Admin →
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  17. Objectives to be expanded to 5 levels as No BD or Custodian uses 4

    Know your client section. The Objective field is antiquated it needs to be expanded to include 5 levels.

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  18. Calendar DAY VIEW for multiple users

    Please bring back the option to print a DAY CALENDAR for multiple users! The list view does not offer this and I manage scheduling and appointments for 8 people.

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  19. search phone number with area code in parantheses

    Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  20. Update activity drop down list

    Add a new activity category. Phone meeting. for Zoom call notifications.

    1 vote
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