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. Tracking Redtail CRM in Outlook

    Hello, is it possible to set up manual tracking for Redtail contacts in outlook? For example, if you send an email to or about a client can we add a "Set Regarding" button option to look up the client in Redtail and link it to the email. Once it has been tracked, we should be able to see it within the client record of Redtail.

    4 votes
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  2. 1 vote
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  3. 1 vote
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  4. OST to PST Converter Software

    You can also use this Free OST to PST Converter software of PDS that has the capability to simply migrate Exchange OST items such as- Inbox, Outbox, Deleted Items, Sent Items, Journals, Tasks entries, Notes, to easily solve all OST File corruption issues and safely convert all OST File to PST EML, MSG, MBOX, HTML and PDF This software works with all MS Outlook versions up to 2016 and supports performing OST to PST Conversion without outlook installation.

    Know more info- http://www.perfectdatasolutions.com/convert-ost-to-pst.html

    1 vote
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  5. It is a good product PDS data recovery software

    PDS Excel password recovery Software offers its best features to assist users with excel file password recovery. I have used this tool it helps me to regain my excel password quickly and it also has a demo version which recovers any password’s first three digits for free. This tool can also recover passwords of MS Word and MS Access files for free. free demo version. More information visit link

    Get Freeware to click here- http://www.perfectdatasolutions.com/excel-password-recovery-software.html

    1 vote
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  6. recover your lost excel file password solution PDS

    Perfect data solution Excel password recovery Software uses the greatest password recovery methods, including: - Brute Force, Mask Attack, and Dictionary Attack, It works with all versions of MS-Excel from 95 to 2019. Passwords can be removed from Excel sheets with the extensions - xls, .xlsx, .xlsm, .xlsb, .xla, .xlam,.xltm It has a free demo version that you can try out.
    Get Freeware to click here- http://www.perfectdatasolutions.com/excel-password-recovery-software.html

    1 vote
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  7. How to export EML to PST file?

    With the help of the eSoftTools EML Converter suite, you can effortlessly export EML to PST file formats, By using this tool you can easily operate this software on any windows and outlook editions. This tool saved your all data throughout conversion without facing any problem. It can also give free trial version to all users for their ease. To check the performance of the tool how its works.

    Get more info- https://www.esofttools.com/eml-to-pst-converter.html

    1 vote
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  8. Best EML Conversion Tool

    eSoftTools EML Converter suite is one of the best EML Conversion tools in the online internet market, It can convert EML to PST, EMLX, MSG, MBOX, HTML, MHTML, and OFFICE 365, and format. It is compatible with also MS outlook and windows versions up to 10. It is fully tested by an online scanner and antiviruses so it's safe to use for users' systems.

    Get more info- https://www.esofttools.com/eml-converter-suite.html

    1 vote
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  9. Windows Live Mail files to Outlook converter

    You can use the fantastic eSoftTools Windows Live Mail Converter to safely and securely convert all WLM files to PST Outlook files. It is the most convenient and straightforward method for all users to convert WLM data to Outlook, including all attachments. It also works with all versions of Windows, including Windows 10 and other editions. The software's graphical interface is basic and user-friendly. Users will have no problems transferring large amounts of Windows Live Mail files to Outlook.

    Read more:- https://www.esofttools.com/windows-live-mail-converter.html

    1 vote
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  10. OST to PST Converter

    To fix all errors from your corrupt or inaccessible OST file use this eSoftTools OST to PST Converter software. It is the best and perfect utility for recovering all lost items of any corrupt OST file such as- E-mails, Chats, Contacts, Appointments, Inbox-Outbox items, Drafts, Sent Items, Calendar, Tasks, Notes, Journal, etc into various different file formats like- Office 365, MBOX, CSV, EML, MSG, vCard, HTML, and PST Outlook. This tool supports all versions of MS Outlook (up to 2016) and supports converting the OST file without the installation of MS Outlook.

    Get more info- https://www.esofttools.com/ost-to-pst-converter.html

    1 vote
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  11. How to convert Windows Live Mail to Outlook PST ?

    Use eSoftTools Windows Live Mail converter to convert Windows Live Mail to Outlook PST with all email attributes preserved, including to, from, cc, bcc, date, subject, attachments, and formatting. It converts the full folder of Windows Live Mail into Outlook.pst format, which you can import into Outlook 2013, 2016, 2019, and other versions in a short amount of time. This utility converts Windows Live Mail to PST files with attachments, preserving their original format as well as metadata information.

    Get more info-https://www.esofttools.com/windows-live-mail-converter.html

    1 vote
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  12. The most solid Excel Password Recovery Software

    Super Perfect data solution Excel Password Recovery Software to overthrow excel report mystery password key with brute force attack with no harm excel record. the interface is effectively justifiable. A Trial rendition is conceded complimentarily to each customer to get back the underlying 3 characters of the password with no expense.

    Get Freeware to click here- http://www.perfectdatasolutions.com/excel-password-recovery-software.html

    1 vote
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  13. PDS OST to PST Converter tool

    If you need to Free Converter OST to PST then use this PDS OST to PST Converter tool to support the complete migration of an perfectly recover OST file and export to PST Outlook and also many other formats of like PST, Office 365, EML, MSG, MBOX, HTML and PDF. Free trial versions will help you to recover 50 items and show the preview of all OST files. The link is down below.

    Know more info- http://www.perfectdatasolutions.com/convert-ost-to-pst.html

    1 vote
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  14. Download the hassle-free OST to PST Converter

    OST to PST Converter Software is the best software to convert all the ost file data in to pst file. PDS ost to pst converter software Without any hassle, users can able to export OST data files Professional OST to PST Migration tool successfully migrate OST emails to PST emails created using MS Exchange 97, 2000,2003, 2007, 2010 , 2013, 2016. for more info visit this link.

    Know more info- http://www.perfectdatasolutions.com/convert-ost-to-pst.html

    1 vote
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    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. the most popular and reliable programme, PDS OST to PST Converter

    PDS the best outsider application like OST to PST Converter Tool This tool always saves OST emails into new Outlook PST emails complete with all to cc, bcc, subject and from addresses, as well as the date and time. You can get a free trial version that converts a few things from OST to PST without losing any data. After conversion, the app offers the best relevant results.
    Know more info- http://www.perfectdatasolutions.com/convert-ost-to-pst.html

    1 vote
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  16. using best password recovery software PDS

    PDS excel password recovery software is the powerful tool to recover all the excel file password using best password recovery software PDS excel password recovery software recover all the excel file password using best password recovery methods. PDS excel password recovery software recover any encrypted password of the excel file.

    Get Freeware to click here- http://www.perfectdatasolutions.com/excel-password-recovery-software.html

    1 vote
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  17. OST to PST Recovery Tool

    PDS OST to PST Converter Tool, is the finest and most effective way to access OST files without Exchange, OST Recovery Tool also Convert OST data to PST, Office 365, EML, MSG, MBOX, HTML and PDF. and provide a secure method to convert OST to Office 365, with all OST mailbox properties such as Inbox, Outbox, Deleted Items, Sent Items, Journals, Task’s entries, Notes, msgs, appointments, etc.

    Know more info- http://www.perfectdatasolutions.com/convert-ost-to-pst.html

    1 vote
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  18. Download This OST to PST Converter tool

    Users Can download a PDS OST to PST Converter tool to Convert free unlimited PST file and Simple and well guided steps to recover OST data OST file into PST and another file format like EML, MSG, MBOX, HTML and PDF. And Cloud Office365 & Live Exchange Server. Download free OST to PST Converter Software

    Know more info- http://www.perfectdatasolutions.com/convert-ost-to-pst.html

    1 vote
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  19. BCC email archive for client email history

    Redtail should capture emails sent 'BCC' from Outlook in the client email history. Currently, it only captures for the archive if it is sent in the 'To' box. But to protect client emails we use the BCC feature. We have migrated to sending blast emails this way because of the lack of functionality in the Broadcast Emails.

    18 votes
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  20. activity from email, email from activity

    Users need to be able to easily create an activity from a client/vendor email.

    Typical day - we will receive dozens of emails with requests for appointments, meetings, cash, service, change forms, along with many other requests.

    Why not make it easier to click two or three buttons to create an activity from an email, add a quick note and assign to a staff member with deadline and priority.

    Also - while on the subject, make it easier to create an email from an activity too.

    6 votes
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