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.
144 results found
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ability to sort left menu
ability to sort left menu
18 votes -
Add chat as a help feature
Under contact us, instead of just a phone number or email, how 'bout adding a "chat" feature? For quick fixes, simple questions, etc. I've used that with other companies and found it very helpful, not to mention very fast.
5 votes -
10 votes
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Customize UDF List of Values
When I am creating UDFs with a dropdown menu with a list of values, it would be helpful for me to be able to customize the order to suit our needs and situation. Instead the values in the dropdown are automatically alphabetized.
7 votes -
Hold Music on Helpline
The hold music on the phone when I call redtail support adds stress to customer service phone calls. You can greatly improve your clients phone experience with better music.
8 votes -
Archive former users names
Would be nice if we could archive users names who don't work for the firm any longer without running the risk of deleting past activities previously assigned to or completed by that user. Just like we can archive old addresses, email addresses, etc. Our user list keeps getting longer as people are hired or leave. So easy to click on the wrong user, possibly one who no longer works here, when assigning a task.
14 votes -
ical
t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.
4 votes -
Links Behavior
We have added links into important information to help jump to a website that would typically be needed. When we right click and choose "open in a new tab", the new tab opens but control is not transferred to to tab. It requires finding the new tab at the top of the screen and clicking on it to view the website in the link. It would be helpful for control to be transferred to the new tab.
1 vote -
28 votes
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tag group permissions
I think the entire system would be better served it the admin had the ability to set permissions to even Tag Groups, or Searching or even rule or list deletion. I think it would better secure the sytem.
***I also think the Personal Profile would be 10X better if it include all the different interest and keywords and tag groups for that specific contact group. It just seem strange that it only includes just a small ammount of information.4 votes -
Manage Database Lists - Style Guide included
When managing our Database Lists it would be helpful if there was an option to clarify what the item means to us when an item is added to the list, essentially giving the ability to enter the style guide right into the CRM instead of having to re-create the wheel by having to create a style guide outside of the CRM.
It would also give other users the ability to know exactly what the item means (on screen, maybe with a pop up when hovering over the item that gives the items style guide information) without having to refer to…4 votes -
Customer Service Call Back
Would be nice if phone customer service offered the option of a call back if it's going to be longer than 5 minute hold, rather that having to wait on hold for the entire duration. Earlier today, I called in and was quoted a hold time of 15 minutes. It's been over 30 and counting. Would prefer not to have to listen to the hold music loop over and over.
7 votes -
An area in today to type a To Do List without it going in the calendar
an area in the Today Screen where we can type a To do List, where it does not go into the Calendar as an activity.
7 votes -
TICKET FOLLOW UP
I am writing this on behalf of my boss, who would like to request that you only send follow up emails, in response to ticket items, if there is only a real issue, not a password reset.
1 vote -
The login for the redtail technology area where status requests reside should be the same as the Redtail user login
The login for the redtail technology area where status requests reside should be the same as the Redtail user login
7 votes -
grammarly
Utilizing Grammarly.com within the system to help write emails to clients via RT. This program helps not just with spelling and grammar but with tone, clarity, engagement, delivery, ect. We have found it super useful but think integrating it automatically would be even better!
4 votes -
Change your Password
Trying to change my password but it's not obvious as to where I should go. This option should be more obvious on the CRM.
4 votes -
Integration with OneNote
It would be great to get OneNote integrated for electronic note-taking.
1 vote -
view more recent contacts by filtering number
Under the Lists, it would be nice to be able to view more than just the 12 most recent. Possibly an option to view certain numbers. It would enhance creating a list or group - made easier. Thanks! #TeamRedTail - SuperStarz
1 vote -
myrepchat integration
Please develop an integration with Ionlake's MyRepChat so that, when I click on a contact's phone number in Redtail, it prompts me to make a call or send a text through MyRepChat.
11 votes
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