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. Dates order for documents location

    Just something on my wish list. We always format our documents like 04-29-21 or 12-03-19 etc... but when you look in documents nothing is in order. The years 2020, 2019, 2021 etc are all mixed in. It's so hard to find anything. Just fyi if that can be a future fix. I know not every company formats that way but they aren't even in order on when you add a document. Thank you, Kathy

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Why is Cash app phone number useful for cash app users?

    You may find the usefulness of the Cash app phone number. The needs usually arise because of the cash app's unexpected troubles. People should know how to reach the service team on the requirement to resolve the tech issues of the cash app. such a condition is required to manage the cash app account effectively with clan mind. The service team has the full strategy to provide relief for cash app account issues.
    https://www.customerservicehelp-number.net/cash-app

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. All you need to know what do the hp scan and print doctor do?

    Although, HP Print and Scan Doctor is a free tool for Windows. that consequently helps solve common printing and scanning problems, such as missing or corrupt hp scan and print doctor printer drivers, connectivity issues, firewalls, scan error messages, offline printer, and jammed jobs in the print queue. https://www.amiytech.com/blog/hp-printer-and-scan-doctor/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. How accommodating Canon printer error state to reset it?

    You can perform a Factory reset to support the execution of your Canon printer. Next, hit on the bolt button until you navigate gadget Settings and afterward hit the Ok tab. Next, go for the Reset Settings tab and afterward outfit OK tab. Next, hit on the Reset all tab and afterward on the OK tab. In the event that you have any issues, at that point use the Canon printer error state. https://www.canonprintersupportpro.net/canon-printer-in-error-state/

    1 vote
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    0 comments  ·  Artificial Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  7. How do I contact an Epson customer service that does not print?

    Clean the print head, if necessary. Make sure the paper size, orientation, and layout settings in the printer software are correct. Make sure that your document Epson customer service does not contain blank pages. If the printer software has a preview option, you can check the blank pages before printing and remove them if necessary you need to visit our websitehttps://www.epsonprintersupportpro.com/

    1 vote
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  8. Why users need to solve Gmail Server Down Issue

    It is very important to solve Gmail Server Down issue because some other account such as YouTube and other also need Gmail ID. If your Gmail Server Down from so many days then there are chances your also unable to use your YouTube account so it become very important to resolve it. To do so, users need to follow some steps.
    https://www.contactcustomerservice.co/blog/google-outage/

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. Usual tips to load cash app card at Walmart:

    Cash app users should find the usual tips if they are willing to load cash app card at Walmart. This is an important thing to keep using the cash card with no problems with the requirement. The online application includes the methods that have to be followed with attentiveness to eliminate the possibilities of error at the time of processes. Thus they must talk to the cash app tea, as well. https://www.contact-customerservice.co/blog/can-i-load-cash-app-card-at-walmart/

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. The best information about Google servers down

    No matter whether you are facing a Google server down issue or you unable to use your Google account. Anytime you can contact us and get the best and proper solution to your issues. We are the best third-party Email service provider so we always offer the best and proper guide to our users.
    https://www.contactcustomerservice.co/blog/google-outage/

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  11. How Does Cash.app/helpTo Get A Debit Card Or Cash App Card?

    If you are one of those verified Cash app account holders, you can easily apply for a Cash app card without any kind of hassle. Once you get it, you should activate your card so that you can use it at its best. In case of any problems and hurdles, you should make a call at Cash.app/help number and find out an instant treatment. https://www.pcmonks.net/cash-app-customer-service-phone-number.html

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Thunderbird to Outlook converter

    Have you had to make a decision? How can I get Thunderbird to work for Outlook? So simply download SysInspire Thunderbird to Outlook converter programming, which has novel attributes to translate mass Thunderbird profile email in PST file without missing any Thunderbird info, and it has two separate ways to recognise the region of thunderbird MBOX file for relocation: 1. Autoload Thunderbird Profile. 2. Keep the Thunderbird file on your computer. Since the Thunderbird PST file has been translated to Unicode, it will open in all versions 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 →
  13. Inconvenience Cash App won’t let me send money emerging due to application dispatch disaster? Dial help number.

    The application dispatch disaster can prompt Cash App wont let me send money issue to emerge. So to counter such a circumstance, you can utilize the help of the tech help groups or you can dial help number and have a word with the technical support rep to determine your issue. Notwithstanding that, you can explore to the tech help destinations. https://www.cashapp-customerservice.net/blog/cash-app-wont-let-me-send-money

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. How to Exterminate Any Sort Of Hitches with Cash App Refund?

    Yes, by placing a simple call to the cash app specialists, you will be able to eradicate the entire host of severe technical errors that you encounter while applying for a Cash App Refund. If everything is right and looks perfect, you will be able to get your money refunded to your account with ease. https://www.contact-customerservice.co/blog/cash-app-refund/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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.

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  17. Workflow Automation

    There should be an option on workflow automations to designate who the specific advisor/s, or empolyee/s the automation workflow is being created for.

    For example if Jerry and Bob work through the same data base they have access to each other's calendar, contacts etc. But Jerry wants to create an automated workflow when activities are added. The downside to this is that when Bob now creates an activity it automates a workflow for him as well, and he does not like this feature.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  19. Convert MBOX files to PST

    If you're looking for a reliable and easy way to convert MBOX files to PST format, I recommend using MBOX to PST converter, which is a reliable and precise solution for MBOX users who want to convert MBOX files to PST format quickly. Clients can also export MBOX files into Office 365 and live Exchange servers with the aid of SysInspire MBOX converter.

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reg BI

    Is there a possibility of being able to capture the documentation needed for Due Diligence and link it to the appropriate Business Contact? I know we can create the contact and upload to CRM documents, but those are sometimes difficult to sift through. If we could select a company and then click on Due Diligence on the left and see the offerings and then the documents that would be excellent.
    Furthering that idea is to identify vendors/sponsors from the get go when entering them as a contact. A simple filter question of “Is this a [carrier, vendor, sponsor] that requires…

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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