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. Top right icons drop-down menu is "stuck"

    With new update, the top right drop-down menu information stays on screen from hover even when cursor is no longer on that drop-down menu. User must click on another part of the page to get the drop-down menu to disappear. More than once I have clicked on something I didn't want to. It requires care to click on a blank part of the page. This feels glitchy and unhelpful.

    Hover is nice but can the menu go back up when no cursor is no longer on top of menu?

    33 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Telephone app

    Completely get rid of your Telephone App and create a new one. We are new to your system and this is not something I would think that you want as a cutting edge company. If it is not the best, then why do you have this?

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Please oh Please put common Holidays on Redtail .. Please

    Please oh Please put common Holidays on Redtail .. Please

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. 12 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Auto -Log Out

    I hate when I'm working or making a very long list it interrupts me and then it doesn't even save my work! If keeping it please make the feature so it continues right where we leave off!

    2 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sort/Filter Workflows by target date and owner

    Please update the Workflow list system so we can organize by both Target Date and Owner. Currently, you can only sort by Target Date OR Owner, so our personal workflows are out of order and easily missed on the Target Date. Please add this sorting ability so that we can organize by Target Date and then again by Name (or vice versa). We had this feature before the October 2019 update.

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. Save Filters When on That Screen

    When doing Activity Reports, it would be nice if the filters saved when your on that section, instead you have to re-put in all the info even if your doing something as simple as switching the attendee.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. week view

    Create a weekly view for the mobile App that is friendly enough for me to schedule an appointment without having to log in and out. Also, enable face-ID to log in to redtail app.

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. week view

    Create a weekly view for the mobile App that is friendly enough for me to schedule an appointment without having to log in and out. Also, enable face-ID to log in to redtail app.

    0 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Activity Filter Dates Next 12 Months / Past Due 12 Months

    Recent updates have caused the Next 12 months filter option (contact record as well as applicable areas within the CRM) to be removed from this dropdown. Would love to have this option back in with an addition of Past due 12 months.

    7 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. birthday

    For birthday reports, please restore calendar date order of birthdays, e.g.,

    11/1, 11/2, 11/3

    vs.

    11/17, 11/3, 11/27

    We want our clients to receive their birthday greetings on time.

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. Extended Activities Filter Dates for 12 months

    When looking at the activities for a contact under their profile, there should be some sort of "12 months" time period. Many of our clients schedule one meeting a year and so their next meeting can only be seen when you make a custom dates range, which takes way too long to do.

    20 votes
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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Improving the contact notes by allowing me to set 'defaults' for the categories section of the Notes filter

    I tag all of the notes I enter after client meetings or other issues as 'client notes' or 'client conversation notes'. I would like to be able to make those two categories my default for the notes section so that I do not have to reset them every time I look at a new client.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. 7 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to drag and move note box like we used to be able to do.

    Ability to drag and move note box like we used to be able to do. This is very helpful when putting a new note and needing to look at a previous note for data. Our team would really appreciate this being added back! Thank you for your help!

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Today's Overview Update 10/17/19 is excessive and not user friendly.

    The page should be a place to summarize your activities-the recent update has added far too much information in a nonsensical way-please provide a way for users to go to their preferences and change this page back to an overview.

    6 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  17. Full notes are appearing on main activities page

    The notes section of two of my open activities are fully displaying on the main activities and I don't know how to minimize it down.

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. This new update on the home page is overwhelming and not helpful. Please change it back to just show the task subject.

    Please change it back to the normal setting. I prefer to have to click on an individual task. This update seems chaotic.

    1 vote
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  19. This new update on the home page is overwhelming and not helpful. Please change it back to just show the task subject.

    Please change it back to the normal setting. I prefer to have to click on an individual task. This update seems chaotic.

    12 votes
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    2 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reoccuring activies repeating on a specific date, but activities will not occur on a weekend

    I have been setting up activites to occur on a specific date, but they will repeat on weekends if the date falls on a Saturday or Sunday which no one will be able to see. There should be an option to repeat activities on a specific date every month, but have an option to default the activity to the Friday before or the Monday after if the specific date lands on a weekend.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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