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.
82 results found
-
Recycle Bin Search Options and Purge records report
Search options within Recycle bin to assist with purging of contacts and sorting by specific fields. Bulk options and records reports for recycle bin.
1 vote -
Lookup
Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?
1 voteThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?