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!
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27 results found
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Note Templates
Note templates are a great tool used to help speed up the process of entering the same notes several times. I think it would be helpful if we could choose which templates only we would like to view. Rather than scrolling through a lengthy list of templates others have created.
19 votes -
Saving Documents to Templates
Would like to be able to save documents within a Templates for others to access and complete if necessary.
16 votes -
Activity Template Time Frame
It would be useful if there was a place to put a time frame/due date. Like x number of days/weeks/months from start date. For example, start date would be the day the activity was created as it already is and then the end date/due date would be 1 week from start date or whatever was entered into the template.
9 votes -
Dump alphabetical sorting of database lists and templates in favor of drag and drop!
When I create new templates or database lists, the default setting is that they appear in alphabetical order. However, it is often more convenient to "bunch" them within the list according to like "subcategories." Currently, the workaround is to use a numbering or lettering system (i.e. 1, 2, 3 before the item) to specify where you want the item to show up in the list. But then it requires constant reshuffling if you ever change your mind. This could be eliminated if Redtail allowed us to drag and drop to set the order.
Thanks team! Keep up the great work…
9 votes -
Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.
more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing
59 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.
Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Activity Template should be able to utilize merge fields
Activity templates should be able to utilize merge fields such as clients name, today's date, the person who entered activity etc. in both the description and subject.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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