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. Quicklists > Please include UDF's!

    The QuickLists and UDF's (User Defined Fields) are essential to get RedTail to work for us... but then the UDF's are missing from the Quicklists! Please let us use UDF's in the Quicklists!

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  2. Convert Thunderbird MBOX files to Outlook PST files

    The SysInspire MBOX converter app is an excellent option for all users. This great method allows users to quickly convert Thunderbird MBOX files to Outlook PST files. Converting Apple Mail, Sea Monkey, Thunderbird, and other email clients to PST files is easy and fast with this programme. It is compatible with all versions of Outlook and email clients that support MBOX files.

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automatic Activity after Opportunity Stage is complete - "Closed Won"

    I want the ability to create an automation when and Opportunity stage is moved to "Closed Won" that is could automatically create a new activity.

    This would be helpful for updating CRM account information, planning software, etc. And as a benefit, it would then also potentially trigger a workflow as well.

    7 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  4. Initial Log in page

    I love seeing dogs and was easily and pleasantly amused each day by the Golden Retriever with his head hanging out the window. But lately, what looks like some kind of subscriber person promotion, are these really cute puppies that look like purebred dogs that easily could have cost $3000 to $6000 in fees. I have been a dog shelter volunteer for 18 years. Euthanasia rates are in the millions per DAY for dogs and cats languishing in underfunded shelters and rescue group struggle daily to feed, vet, shelter, train etc from underfunded budgets to keep animals until their FOREVER…

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Please develop an integration with Apptoto.

    Right now you have no viable options for setting up automated meeting reminders for our clients. Please do not tell me about Appointment Reminders (your only current integration for sending meeting reminders to clients). That product is woefully inadequate and the customer support is lacking.
    Apptoto is a fantastic product, with strong customer service. A direct integration with Redtail would be a fantastic service to provide. This is a no-brainer. Please get it done.
    As it is now, we can use Apptoto with an indirect connection that depends on the reliability of Retriever Cloud. Therein lies the problem, Retriever Cloud…

    6 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  6. converting MBOX files to PST

    Since it is the most suitable solution for converting MBOX files to PST and several other formats, I prefer the SysInspire MBOX Converter programme. You may also use this software to test the waters before committing to a more secure alternative. This app provides you with all of the options you'll need to finish your MBOX conversion. You can also use its free version to convert Thunderbird Profile data from MBOX to PST files, which can then be imported into any MS Outlook edition, including 2019, 2016, 2013, 2010, and older.

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Copy Activities to another user like you can Notes

    have the option to Copy Activities to another user like you can Notes

    6 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Color Options in NOTES

    I would like to see color options for alpha and numeric for Notes so besides being BOLD the line or word could also be a certain color like you can to din Word and Excel.

    11 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Have the ability to add and move notes around within the note history

    In certain situations, an advisor may not be able to add a note to a client account on the day a meeting or phone call happened. With that said, it would be extremely ideal to be able to add notes in for a specific date that would correspond with the actual date the meeting, phone call or Zoom meeting took place. That way, the notes would consistently be in chronological order. The ability to also move around previous notes, since this option isn't currently available, would be ideal. Now, the option to "move" notes is available in Redtail, however, that…

    12 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add 'Custom Title' for phone numbers to the 'Add Contact' page

    It would be super helpful if when adding new contacts we could have the field for 'Custom Title' on the phone number section rather than having to wait for the new contact to populate then plugging that info in, and having to switch over to the spouse's contact and adding the same info. It would just save some time since there is a delay in waiting for pages to load. Also didn't know if possible but when adding mobile phone numbers/work/etc. if these would go ahead and copy over to their spouses page. Unless there is a reason this would…

    9 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  11. Prior day Albridge feed

    Discovered that Albridge feed is NOT from the prior day close, but 2 days prior. Was told by tech support is that is "normal behavior". I use Money Guide Pro software and opening a client's financial plan will always bring over the prior day close. Why can't Redtail get prior day close data? Also observed that Market data is not the current day information but rather prior day close,

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. convert MBOX file to PST

    To convert an MBOX file to a PST, you can use the SysInspire MBOX Converter programme. You can safely convert an MBOX file to an Outlook PST file with the help of this all-in-one tool without affecting the original files. It's a quick and easy way to convert MBOX mailboxes and directories to PST files for all Outlook versions. Get the tool's free demo version, which allows users to convert MBOX files with up to 25 things from each folder for no charge.

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. More choices when it comes to creating automation templates

    I need to be able to trigger a workflow based on activity type but also a specific attendee

    7 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  14. MBOX Converter Tool

    This MBOX Converter Tool restores all mailboxes and other data from one or more mbox files and consolidates it into a single PST file. You will certainly access all emails and other data by importing the PST file into the most recent and all more experienced adaptations of Microsoft Outlook email client for Windows. Convert Apple Mail MBOX files to Outlook PST files to migrate Apple Mail data (emails, contacts, schedules, undertakings, organisers, connections) to MS Outlook for Windows.

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. MBOX to Outlook PST Conversion

    MBOX to Outlook PST Conversion is a useful tool that can answer all of your questions. It allows various email clients to communicate with each other, such as Apple Mail, Thunderbird, Entourage, Netscape, SeaMonkey, Pocomail, Eudora, and so on. Without fail, the instrument performs precise movement. All email segments are translated to PST files and saved. It's a simple application with fast exporter support. This programme works for all versions of MS Outlook and the Windows operating system.

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    1 comment  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  17. Lotus Notes to Outlook migration

    For Exporting NSF data to Outlook PST, everyone can use NSF to PST Converter utility. The software for Lotus Notes to Outlook migration and also migrate bulk Lotus Notes NSF data to Outlook PST, EML, and MSG formats. It also provides other features like Mapping, Filter option. Users can download their free trial version for testing the tool and also convert the 25 data items per folder.

    Read more about:- https://www.sysinspire.com/nsf-to-pst-converter/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. unlock 7z archive file password

    Are you Looking for a third party tool for unlock 7z archive file password ? Which can help you to unlock password security from 7z archive file password with 3 superlative methods like brute force attack, mask attack, and dictionary attack. Use this software to open 7z archive file password anytime and anywhere.

    Get the details - https://www.sysinspire.com/7z-password-recovery-software/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Export Thunderbird to outlook

    How to Export Thunderbird to outlook? suggest you in regards to most appropriate programming that takes care of your all issue identified with Thunderbird MBOX conversion, and the name of this phenomenal programming is eSoftTools Thunderbird MBOX converter programming, This product productively migrates your Thunderbird profile things in Outlook PST File with no alterations in its emails organizing, styles, header, and so on It's without danger programming.

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Thunderbird MBOX Converter

    Anybody needs to export thunderbird emails, simply utilizing SysInspire Thunderbird MBOX Converter programming, it is one of the fantastic programming that converts numerous Thunderbird emails to PST or EML, EMLX, YAHOO, OFFICE 365, GMAIL, MSG, AND HTML files designs. The outcomes PST file is in the Unicode design so it's effectively open in any MS outlook form like-2019, 2016, 2013, 2010, 2007, and 2003. User can first attempts its free demo pack for their fulfillment and export the initial 25 things of Thunderbird in Outlook and other many formats.

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

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