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. PST to MBOX Conversion

    With the eSoftTools PST to MBOX converter, converting PST to MBOX is simple and error-free. This program allows you to convert PST files to MBOX files quickly and securely. This application ensures that data is kept safe and secure. A live preview of all PST files, e-mail addresses, and folders will be displayed before you begin the conversion. It might also offer a free trial for all clients to export the first 25 items from each PST folder to MBOX.
    About us:- https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  2. PST to MBOX Conversion

    Converting PST to MBOX is quick and error-free with the eSoftTools PST to MBOX converter. This application allows you to rapidly and securely convert PST files to MBOX files. This program protects the safety and security of data. Before you start the conversion, a live preview of all PST files, e-mail addresses, and folders will be shown. It may also provide all customers with a free trial to export the first 25 items from each PST folder to MBOX.

    Visit here:- https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  3. How to Import Outlook PST File to Zimbra Desktop

    How to Zimbra Desktop Import Outlook PST File? It's very easy to import Outlook PST files into Zimbra with all the details and items by using the Outlook PST Recovery Software. Working and silent are very easy. PST recovery is now easy with easy recovery. Users can select single or multiple file items that will be saved during the conversation with Office365, EML, MBOX, EMLX, MSG, HTML vCard, and a variety of different file types. All users can convert up to 25 emails per folder for free. The sample is free of charge.
    Read more:- https://www.esofttools.com/blog/how-to-import-outlook-pst-file-to-zimbra-desktop/

    1 vote
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  4. Free PST to MBOX Converter Full Version

    I first tried this software when converting PST files to MBOX format was too easy. It enables me to convert PST files to a variety of formats without losing or damaging information. Some options for exporting PST to MBOX are available on the Internet. You can use the PST to MBOX eSoftTools to obtain the best results from the migration, as this is one of the safest and most trustworthy methods. With 100% correction, all PST files were successfully converted to MBOX. Moreover, this software is easy to move compared to other software.
    Know more:- https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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  5. Allow Customization of "Things to do today" and other widgets on Homescreen

    Every person is different and every business focuses on different things -being able to fully customize the "widgets" on the home screen like reminders and workflow tasks would provide added efficiencies and provide a much needed "one-stop shop" for everything you need to accomplish for the day/week/month.

    For example, the "things to do" widget ONLY shows things due that day. A running, chronological list of the "next 10 tasks" due would be way more efficient and impactful or at least displaying all overdue tasks alongside the ones due that day. The extra step-through process of trying to locate outstanding deliverables…

    11 votes
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  6. PST to MBOX Converter Online

    I don't believe that you have tried this software, so I want to offer one of the greatest tools for you. The tool is the PST to MBOX software for eSoftTools. All sorts of PST files can be readily converted to MBOX files. You can convert 25 emails into demo versions per folder and this software can be supported by all version editions.
    Read more:- https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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  7. schedule team notice

    It would be helpful if you should schedule a team notice and/or add an expiration date on certain notices. For example, an office meeting reminder for Friday. The notice appears all week until Friday and then is automatically removed. A scheduled one for Friday then appears to say "meeting today" instead of "meeting is Friday."

    3 votes
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  8. How do I export Emails from Outlook to MBOX?

    Would you need to export Outlook emails to MBOX? If you want the best tool, choose eSoftTools PST to MBOX converter program, which is a powerful tool for exporting multiple and single PST files. Users of all levels can easily export Outlook PST files to MBOX. Furthermore, this software can be used by both technical and non-technical people without any professional assistance. This program is compatible with all recent versions of Microsoft Outlook, including 2019, 2016, 2012, 2010, 2007, and earlier.
    Learn more:- https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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  9. PST to MBOX Converter Tool.

    If you've been looking for a solution to the question "How do I convert PST to MBOX Converter Tool," I have a solution that will convert PST to MBOX easily. eSoftTools PST to MBOX Converter Software is the name of the software. It converted PST files to MBOX files in a very simple, succinct, and fluid manner. In a single click, it converts all emails and mailbox files from a PST file to MBOX format. The trial edition is available to all customers. Furthermore, the free trial edition converts up to 25 email items per document.
    Learn more;-https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  10. Best PST to MBOX Converter Software

    Best PST to MBOX Converter is the way to go if you're trying to focus on a particular topic. The program's name is eSoftTools PST to MBOX Converter Software. It is worked with few easy and convenient steps. And during PST to MBOX conversion, email properties are retained other things. To convert required emails from a PST file, the user simply needs to select the mail filtering option and the from and to dates. A free trial version is available to all customers, which allows them to convert up to 25 email items per folder.
    Read more:- https://www.esofttools.com/pst-to-mbox-converter.html

    1 vote
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  11. watchlist

    Would like to see percentage change on watch list not price change. Ideally both, but if only one then it should be % change.

    3 votes
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  12. pop up box stays up

    In the past this did not happen, so something changed. Normally when hovering over a task a box pops up with more detail about the task. This is helpful, but what is not helpful is when it stays up even when moving off the task. The box just blocks seeing anything. The only way to clear it is to refresh the page. In the past it logically went away when moving away from the task.

    4 votes
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  13. Bulk actions in dashboard

    I would love to be able to send multiple clients to search so I can do a broadcast email or note entry. This isn't possible right now on this screen and it sucks the life out of me. HELP! Thank you :)

    6 votes
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  14. Things to do today remain w/out having to put in a Date

    Would love to be able to input "Things to do" on the Things to do today section w/out having to put in a date or timeframe. Then they would remain on my front page (and who's ever I designated) until we completed the task...Kind of like a notepad. We can "cross" off by completing the task but items will remains daily until we remove them...
    We would like to keep the calendar clean of items that do not have necessarily an end date but still need to be done.

    17 votes
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  15. Show anniversaries in Today calendar list

    In section that shows today's birthdays, also show wedding anniversaries. Maybe section box could be retitled "Special Events" or "Special Occasions".

    8 votes
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  16. 1 vote
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  17. Add a Dashboard category

    We would like a way to track the number of completed activities each employee has done. Something like in the reports section of the website but we would like it on the home dashboard. Maybe in place of birthday reminders or team notices.

    9 votes
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  18. Moving team notice; rearrange "Today" page

    It would be great if we had the ability to customize and rearrange our "Today" page, ideally to be able to move Team Notices to the top so they are seen even above tasks.

    16 votes
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  19. Please create a "real time" view of things done in Redtail that day, like a social media feed

    There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.

    This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.

    It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…

    6 votes
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  20. Puppies all the time?

    Is there any way you could put a puppy on the home page? You have such cuties.....and it would be nice to be able to click and see them throughout the day when life gets stressful! Some days I don't want to log in because I want to stare at the puppy all day. Just a thought! Thank you!

    1 vote
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