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. SysInspire thunderbird to PST converter

    Need to migrate Thunderbird to Outlook; at that point using best programming that name is SysInspire thunderbird to PST converter apparatuses. It is the most famous programming in the online grocery store for Thunderbird to Outlook relocation. It can convert just and different Thunderbird MBOX accounts into PST files. It can move Thunderbird to different structures PST, EML, EMLX, YAHOO, MSG, and HTML. It can give a free demo for client comfort in which the client can trade the underlying 25 things in a PST file.

    Read More:- https://www.sysinspire.com/mboxconverter/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. eSoftTools MBOX Converter tool

    Simply utilizing the eSoftTools MBOX Converter tool that can convert and export MBOX file items to Outlook PST, it can just migrate Thunderbird into Outlook with no adjustments in emails arranging, styles, email header component. This product converts Thunderbird MBOX accounts in pst in Unicode structure that upholds all rendition of MS OUTLOOK 2019, 2016, 2013, 2010, 2007, and 2003.

    Read More:- https://www.sysinspire.com/mboxconverter/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Convert MBOX to PST Thunderbird

    Convert MBOX to PST Thunderbird, I suggest astonishing programming that name is eSoftTools thunderbird to PST converter programming, it can turn single email or different Thunderbird emails on the double without investing a lot of energy and auto-identify area of thunderbirds file by the two different ways auto-loading or by physically. It can likewise give a free demo wherein clients can convert the underlying 25 things of the thunderbird profile.

    Read More:- https://www.sysinspire.com/mboxconverter/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. How to export Thunderbird to Outlook?

    Want to know How to export Thunderbird to Outlook? Then just go and download eSoftTools Thunderbird to PST converter software from its official websites, and also get the benefit of its free trial pack in which users can move the first 25 files of the Thunderbird email file into PST file. It can convert Thunderbird into PST files with folders or subfolders. It can convert Thunderbird emails in various forms like- PST, EML, EMLX, YAHOO, MSG, and HTML and also operate very well with all modifications of MS OUTLOOK 2019, 2016, 2013, 2010, 2007, & 2003.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. To Do List

    I see it's been posted a few times but I just want to reiterate, a running To-Do List would be an invaluable feature to Redtail. It would be great to simply be able to add items to the list and then re-arrange based on priority. This would be for simple and one-off tasks where a workflow might not be appropriate or necessary and would help keep my desk clear of sticky notes. Would be ideal to make sure it appears on the phone app too. Please add this (seemingly) simple feature.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. convert Thunderbird MBOX to Outlook PST file

    Want to convert Thunderbird MBOX to Outlook PST file then trying the best application that export single as well as multiple MBOX files in PST file without wasting too much time, It is one of the excellent software that converts your MBOX file in multiple formats like PST, MSG, YAHOO, OFFICE 365, EML, EMLX, AND HTML. This software is fully tested by all online scanners and antiviruses. It can also provide a free demo pack in which users can export the initial 25 details of the MBOX file.

    Read more:- https://www.esofttools.com/thunderbird-to-outlook-converter.html

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Delete or move to end of list

    In this Feedback Forum it would be great if ideas, once added to the system, were moved to the end of the list or deleted from the list all together. This would make searching for like items a bit easier.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. tokens do not match/can't log in

    Have a pop up window describing what tokens do not match means when I am trying to log in. Provide steps on what I can do to get into systems without calling support.

    1 vote
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  9. Orion Integration Report

    There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Default Permission

    It would be helpful to be able to say "any contact added by XYZ user should be assigned a default Permission of ABC". The current options in the Automations do not allow for this.

    We have multiple users in our database that only work under one team. It is an extra step for them to remember to add their Permission each time they add a contact and even harder to remember to go in and update any contacts that are created automatically as Employers or Spouses etc.

    Having this set to happen automatically would be a huge time saver and…

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to attach a screen shot when making a feedback request

    Yes,I am making a suggestion on how to better make suggestions. Would like the ability to attach a screen shot to explain a suggestion.

    12 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add alphabet hyperlink to the top of imaging so you can go straight to the first name beginning with that letter rather than scrolling

    In imaging it would be great to have an alphabet hyperlink that would take you to the first folder in that letter set starting with that letter. Example, hit the t it takes you to Tanner, etc. As our client base is growing this feature would save a lot of scroll time.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Display database name in header/quicker switch

    Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. zoom phone

    RedTail integration with Zoom Phone

    1 vote
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  15. allow grouping of web links

    Allow weblinks to be grouped together in folders such as insurance, planning, banking, investments etc.

    6 votes
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  16. udf

    You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.

    4 votes
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  17. How to recover mailbox from EDB file?

    How to recover mailbox from EDB file? Try eSoftTools EDB to PST Converter programming that can assist with converting all email properties like-to, cc, bcc, time, date, subject, from, and different organizations. The EDB client can utilize the split component of this tool to decrease the size of the huge Outlook PST file. Likewise, you can convert all letter drop configurations, for example, contacts, schedules, undertakings, notes, diaries, sent things, erased things, and more envelopes. Furthermore, you can utilize the free DEMO form for every client and researches the working cycle of the tool.

    Get More Info:- https://www.esofttools.com/blog/exchange-server-recovery-software/

    1 vote
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Use control key to automatically enter a date stamp and name of Redtail User

    Use control key to automatically enter a date stamp with date and name of Redtail User. Example:

    Control J = MM/DD/YYYY Jane Doe

    18 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to view help menu history

    There should be a way to "favorite" help menu articles or videos to easily find and refer back to at a later date. There should also be a "history" feature to find videos previously watched. After recently onboarding and watching numerous videos, there doesn't seem to be an easy way to find a previously watched video for the help I'm looking for without wasting a lot of time. I suppose I could bookmark a video but it would be easier to have something internal within the CRM to refer back to.

    2 votes
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  20. ability to sort left menu

    ability to sort left menu

    3 votes
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