Redtail 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.
53 results found
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Two Factor Authentication - Remove option for "Remember This Device"
Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.
13 votes -
Redtail Speak
When using RT SPEAK, it should automatically activate once inside RT CRM. Silly and inefficient if we signed up for this to have to constantly press the three...... buttons to activate
13 votes -
morningstar
Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!
13 votes -
Please provide options to adjust or change Redtail's main colors - the new update is too bright!
The recent update on 3/20/24 provided a new and modern look, but the colors are so bright! Please add options to adjust the colors or possibly a dark mode that allows the user to switch between the different modes if they choose. Thank You!
12 votes -
let's talk
Please move the "Let's Talk" chat circle. It sits right on the top of the total balance under the accounts tab.
12 votes -
Default Permissions
When working with multiple teams, there should be a way to default all records associated with a contact to the permissions assigned to the contact. It is a manual and multi-step process to ensure all activities, notes, etc related to a contact are set to the same permissions as that of the contact. This should be accomplished either through automation and/or be able to be set by the admin to apply throughout the instance. By defaulting to a set team and then having to make a manual adjustment to assign to a different user, team or role makes a lot…
10 votes -
upload pdf into email signature
If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.
10 votes -
Enable the ability to view your email password under email settings & preferences
Allow users to see what password they have entered when setting up email preferences to confirm the password was entered correctly.
9 votes -
customizing the order of users
Would like to be able to set the user order in the user dropdown list other than just alpha by last name
9 votes -
Customize your dashboard
It would be nice if you could customize your dashboard to see the things that are important to your office.
7 votes -
Add Google OAuth connection connectivity
Google has moved away from allowing less secure apps. Please add OAuth connectibility to allow us to send Google emails, particularly blast emails, from within the CRM.
6 votes -
Give users the ability to change the tabs in the contacts view.
Allow users to choose which tab is shown first on the contacts pages.
Currently the "Past Due and Next" tab is shown. I want the "Notes" tab to be shown so that I can see the notes on a client, I do not use the "Past Due and Next" feature at all.6 votes -
Adding a search function when moving documents from one place to another within Imaging
It would be nice to have a search function within Redtail Imaging when you go to move a file to another folder. Right now, when we look to move a document/folder to another place it asks you to scroll down the list until you find the correct household and then select which folder to place said document into. We have a lot of households, so moving just one file is tedious. If you could only add a search box to the top of the list, so we can search for a client, that would be very nice.
6 votes -
Contacts default view
When I click on "Contacts," the intent is to easily see all of my contacts. It would be nice to see the current list of all contacts from A-Z be the default view, instead of favorites. It seems trivial to click on "Contacts," then "Contacts A-Z," then "All," just to see my contacts. Again, if I'm clicking on "Contacts," my intent is to see my contacts, not a favorites page. This should be the default. We can go to favorites if we'd like. From there, it would be nice to have the previous improvement suggestion of sortable columns within the…
5 votes -
Change the default font to differentiate an uppercase I with a lowercase l. See the problem? IlIl...
The default font for the Redtail system has the same symbol for an uppercase I that it has for a lower case l. See the problem? IlIl those are two different letters alternating and yet one would NEVER KNOW. This has caused mailing issues when someone references the address to handwrite it on a birthday card. This should be fixed for everyone ASAP.
5 votes -
4 votes
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AUTO SAVE COMMENTS JUST LIKE NOTES ARE AUTO SAVED TO DRAFT
Especially in a client management system, notes and more specifically comments in notes need to be automatically saved so we can efficiently document conversations with clients or actions taken for clients.
Too many times have I been typing a comment and i accidentally click outside the box and it closes and all the notes are lost.4 votes -
Allow the sidebar to be customized or rearranged
Our office doesn't use the the calendar in Redtail. We would like to be able to remove it from the sidebar. If it can't be removed, we would like to be able to move down to the bottrom.
4 votes -
We should be able to Hide Sensitive information from Staff
When we have a new staff person on probation we want them to have access to activities and workflows but not have access to account and other sensitive information
3 votes -
Need more contrast in the new CRM screen!
Give us the option to have more contrast in the new CRM screen. As a low vision person, I can hardly distinguish between the boxes. The very light grey type is ridiculously hard to see on both the calendar for those of us with already compromised vision. It is obvious that whoever designed this new screen didn't take into account people with vision disabilities!
3 votes
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