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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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2 results found

  1. A toggle button for time zones in Zimbra somewhere quickly accessible

    My partner has homes in different time zones and frequently travels to others. There have been many scheduling issues due to the system having one time zone and her local time is different. Something like A toggle button somewhere accessible in Zimbra

    1 vote
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    0 comments  ·  Email  ·  Admin →
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  2. Remove Email by Contact Report

    We would like each employee to be an email admin so that they can view client emails even if they were not included on the email. However, admin access gives them the ability to view all emails (every email sent or received from any of our employees) using the email by contact report. We only want access to emails that are included in the email history under a contact record...not emails that might be sent from our firm's President to share holders, or emails sent to the Compliance Officer!!

    41 votes
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    2 comments  ·  Email  ·  Admin →
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