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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.

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102 results found

  1. Increase the number of Departments Customize Fields.

    More customizable fields than just four for departments would be helpful. Name, email, online, phone, or contact. The majority of the departments I work with have phone numbers, fax numbers, email addresses, websites, and login credentials. The fax number is now shown to me under the Contact card on the right. I have to linger over the department fax number till the name displays in order for me to know whether it is the correct one. Having to look at twelve different work fax numbers strains my eyes greatly.
    https://feedback.redtailtechnology.com/forums/ https://snowrider3d.com

    2 votes
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  2. 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.

    3 votes
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  3. 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.

    3 votes
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  4. Customize Interface

    I would highly suggest to allow users to customize the interface. What I mean by that is, when I pull up a contact Past Due & Next 30 takes up 80% of the screen. Opportunities is the Number One Driver for new sales- so when Mrs. Smith calls and I go to pull her their contact I have to then click "More" on the left hand side and then click "Opportunities" to see whatever Opportunities Mrs. Smith has. That information should be right where Past Due & Next 30 currently is- what I would really like is to be able…

    1 vote
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  5. 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.

    3 votes
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  6. 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

    3 votes
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  7. 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.

    1 vote
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  8. If you insist on keeping the new bland light blue and pink colors please give us an option to modify darker color combinations.

    If you insist on keeping the new bland light blue and pink colors please give us an option to modify darker color combinations.

    2 votes
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  9. Imaging - Streamline Log in Process

    Currently, users need to log into Redtail CRM, then navigate to the Puzzle icon, then scroll down to Redtail Imaging, then click Visit Site, then on a new window, click Login, then scroll down to New Imaging, then enter credentials, and then get a verification code before we can access our Imaging files. This is very cumbersome. Can you please make Imaging available as a left side bar item similar to "Today" or Calendar?" Or at the very least, as a button to click on once that takes you directly to the login screen?

    1 vote
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  10. Imaging - Extend Screen Time Out

    Can you please add an option to extend the log in screen from appearing after only 90 minutes in the new imaging? I have mine set to 90 minutes, but it routinely times out after much less than that, which means I am constantly needing to log back in with my password, and then the text verification. This is very wasteful of time. I would prefer an option to turn it off completely as I log off of everything and clear my cache daily anyway. There is no security risk of someone in my home seeing these files and it…

    1 vote
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  11. 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.

    3 votes
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  12. Dark Mode / Color Palette for RedTail 2024

    Ever since RedTail's new integrations and UI that have recently been updated in 2024, having a Dark Mode or a way to change the webpage color would benefit everyone especially our eyes. Unlike the previous color, this new LED/bleach white is quite aggressive on the eyes and we all would benefit if this color was changed or RedTail had an option for a dark mode or color palette capability. Having this option under the account Preferences section would be an appropriate spot. Would like to hear your thoughts.

    3 votes
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  13. Display appearance

    I am experiencing the new layout/view today in Redtail CRM. It is very white and bright, with lots of white open areas. There doesn't seem to be a preference to change the background color or to have a dark mode. It would be nice if you offered that.

    1 vote
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  14. Color options for layout

    The new look it great, but WAY too bright. It would be nice to be able to tone it down a bit. With so much white space, it's difficult to read and strains the eyes.

    1 vote
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  15. Darkmode

    A dark (or grey mode!) would really help with the new UI. The new set up looks amazing but it is difficult to view with how bright the white is now versus the old UI.

    1 vote
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  16. PLEASE make an option to select my default on Privacy (I want it to default to Just Me)

    Let people working in the same "office" select their privacy defaults so that if some information is confidential etc. we don't have to manually go through and select that every time I create a new activity

    3 votes
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  17. 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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  18. 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!

    3 votes
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  19. 1 vote
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  20. Dark Mode

    Redtail NEEDS a dark mode. Microsoft has a built-in feature for their products, and the other applications we use in the office have dark mode. Redtail is the only application I use without it, and having this giant bright screen on my face is very frustrating.

    3 votes
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