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. OST to PST Conversion Software

    In case you need best device to convert your ost file into pst then you may download pleasant and at ease GSTECH OST to PST conversion software program.This software use very hgh and safe method to transform your ost file into pst without whatever damage your ost report. OST to PST Converwsion software is a single tool for all trade Server customers easily of all variations consisting of 2013, 2010 , 2007 , 2003 , 2000, five.5, five.0. It provides also hazard loose OST migration into numerous versions of 32 bit as well as 64 bit variations of MS Outlook…

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ranking your Business with Best Mobile SEO Service Provider In India

    An Mobile SEO company focuses on digital marketing, which is crucial for a business's website to receive organic traffic, recognition, visibility, and ranking. The best Mobile SEO company India ensures to deliver timely productivity with constant improvement to improve the ranking and maintain the position.

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    Address : C – 1, Sector 7 Noida, UP 201301
    Call us: (+91) 120 419-0000

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  3. Convert OST to PST

    Try this SysInspire OST to PST Converter Software to convert OST files to PST files without any issues in minutes. The most effective way to alter the file format for all files. It allows users to export several OST files at once. This tool can scan an OST file and export encrypted emails to PST format without modifying the data. All meta attributes and data are migrated with this software and it supports all versions of MS Outlook and Windows.

    Read More- https://www.sysinspire.com/ost-to-pst-converter/

    1 vote
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    1 comment  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  4. 7z password Unlocker

    Quickly, recover 7z password by eSoftTools 7z password recovery software which is an excellent tool that gives three high levels of advanced recovery strategies such as Brute Force attack Mask Attack, and Dictionary attack to recover 7zip password. It can work with all versions of Windows OS and 7z files. In addition, you can use a free demo edition of this software that is able to recover the first three characters of the password free of cost.

    Read More-https://www.esofttools.com/7z-password-recovery.html

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  5. 7z Password Unlocker

    eSoftTools 7zip Password Recovery Software is a free download that allows you to recover a lost or forgotten 7zip file password without losing any saved data. With the software's Mask attack, Dictionary attack, and Brute Force attack functions, you can instantly unlock 7z passwords. It has offered a FREE DEMO VERSION with all supported 7z file versions and Windows versions up to 10 for the user's trial purposes (32-bit, & 64-bit).

    Read More-https://www.esofttools.com/7z-password-recovery.html

    1 vote
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  6. PDS Excel Password Recovery Software can help you open a password-protected excel file

    To the users who want a quick and safe excel password recovery, try perfect data solution Excel Password Recovery Software is the best tool to recover all the excel file password using three best password recovery methods. PDS excel password recovery software support all the version of the excel file. It performs for all Microsoft Excel versions2016 and 2013, 2010 Password, 2007, 2003, 2002(XP), 2000 and Excel 97 To learn more, try the free demo more info visit this link
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    1 vote
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    2 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  7. Manage And Resolve Cash App Transfer Failed Problems And Hurdles

    Yes, you can annihilate the whole host of your Cash App Transfer Failed problems with the help of experts. The main matter is that you can approach the professionals who will assist you to handle your problems and hurdles. Also, you can find out the appropriate answers to all your problems and queries in a proper manner. https://www.cashappcustomer-service.com/fix-cash-app-transfer-failed-problems/

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  8. Fetch Complete Information To Get Money Off Cash App Without Card

    Do you want to know how you can Get Money Off Cash App Without Card or without your bank account? Luckily, you have landed on the right place where you can find out the right information and troubleshooting assistance directly from the professionals and experts in a proper manner. https://www.contact-customerservice.co/blog/get-money-off-cash-app-without-card/

    1 vote
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  9. Free Excel password recovery software use to PDS\ and save your money

    Perfect data solution Excel password recovery Software gives interesting technique, for example, brute force attack, dictionary attack and password known attack. This application has provided a FREE DEMO VERSION to recover excel file (.xls, .xlsx, .xlsm, .xlsb, .xla, .xlam, .xltm) Excel Password Unluckier Software makes simple process and guarantee not to lose any data from excel document while extrication the first secret phrase. Excel Password Recovery Software supports all Excel record versions included- 97 / 98 / 2000 - 2007 / 2010 / 2013/2016 and 2019

    Get. Red more-http://www.perfectdatasolutions.com/excel-password-recovery-software.html

    1 vote
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    2 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  10. Best SEO Company India

    An SEO company focuses on digital marketing, which is crucial for a business's website to receive organic traffic, recognition, visibility, and ranking. The best SEO company India ensures to deliver timely productivity with constant improvement to improve the ranking and maintain the position.
    https://www.mindmingles.com/seo-company-india/

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  11. NSF to PST converter

    While converting NSF into PST by the manual approach. You may face some unwanted errors and Data moderation without your permission. So easy and safe way to prevent yourself from this problem is you can Download eSoftTools fully advanced and secure NSF to PST converter tool as it is specially developed by keeping in mind the customer usability. Because of which a new user can also convert their NSF files into PST easily and without any specific knowledge within few simple steps. The software supports all versions of Domino Lotus Notes and Outlook.

    Read More:- https://www.nsftopstconverter.esofttools.com/

    1 vote
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  12. eSoftTools NSF to PST Converter

    A lot of data relocation software is accessible available so it is befuddling to choose the best NSF to PST Conversion tool. To determine this issue eSoftTools NSF to PST Converter thinks of different highlights. This application gives the see of recovered mailbox things and saves them into different file designs like PST, EML, and EMLX, vCard, Office365, live Exchange worker, vCal, MSG, CSV and MBOX file design. You can generally qualified to tackle the job on disconnected mode without confronting trouble. On the off chance that you have any issue identified with the NSF file so you can contact…

    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  13. Recover the forgotten excel file password

    If you want the best Excel password remover software, then here comes the perfect data solution Excel password recovery Software unlock your Excel file without harming This Software has capable to support all Excel 2016 and 2013, 2010 Password, 2007, 2003, 2002(XP), 2000 which solves this difficulty of password recovery with the assistance of 3 types of unlocking methods, namely, Dictionary attack, Brute Force attack, and, mask attack. This Software also recover to set the password minimum & maximum value of the recovering of Excel file password It can perform with all extensions of Excel as well as competent with…

    1 vote
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    1 comment  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Keywords/Tags to Activities

    We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option…

    6 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  15. deleting keywords

    When we click to delete a keyword, a checkbox comes up asking if we want to apply a new value for all existing records with that keyword. Not only is the box checked Yes by default, but the first keyword in our keyword list is already chosen to replace the keyword we're deleting for all of those records! I think it would make more sense to let us check the box IF we want to replace the keyword we're deleting, and also to let us decide what replacement we want. When deleting a lot of keywords it's time-consuming to have…

    3 votes
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  16. Keywords for Seminars

    I would like the ability to add Keywords to Seminar records.We can use it for tracking registration codes, source, assets and clients obtained from the Seminar, etc.

    27 votes
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  17. key words

    Our firm uses many different identifiers and categories for each of our client. We are trying to take advantage of the key words function in RedTail and want to inquire if there is an option to have the Keywords displayed at the top of the contact page. When a client calls we would like to have all the client information at the top of the screen so we can have a one stop view for all client calls.

    11 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  18. Account Keywords

    I want account level keywords so I can keep track of things like check writing or margin account instead of creating a UDF that has a yes/no answer when I'd only ever use it for a yes.

    6 votes
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  19. Keywords, DATE when client has a Keyword added

    Keywords, DATE (Time Stamp) and with who added it when client has a new Keyword added.
    We use Keywords for some of our segregated mailing lists. When adding a Keyword to a profile, if that addition was dated and noted WHO added it, we could better track when additions were made to our mailing list and by whom when we run our Mailing List report.

    24 votes
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  20. Have Household Keywords

    I'd love to be able to have keywords that are applied to the household as a whole, not just the individual person. We use monthly keywords for our review months, and keep husband/wife the same. Right now, we have to add that keyword to both people, and then update on both if we need to change it. I'd love to have an option for household keywords, that automatically assigns that same keyword to all parties in the household (kids, etc...)

    25 votes
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