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.
103 results found
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password
Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.
4 votes -
Color contrast in new release is bad for accessibility
The contrasts in the new release of the CRM make it very hard to see the edges around boxes/areas, the white and grey are too similar, and the red is too bright.
4 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 -
archived emails and searches
If you archive an email and the client no longer uses emails they still show up in a search when using email address is not empty because there is an email but it's archived - archiving information should not be used for reports and searches - it returns bad information!
3 votes -
Speak Channel Organization
The ability to organize speak channels in a preferred order. Also add the ability to group channels into different categories for easier management. IE (Team ,Operations, Tech, Etc)
3 votes -
delete contact category
Need to be able to delete the contact categories of "Personal Client" and "Contact" since we don't want those but they get chosen since they can't be deleted
3 votes -
assets
There is a side bar selection called ASSETS/LIABILITIES. That is 50% of a balance sheet. The other 2 categories are INCOME & EXPENSES. I never use this because there is no reason to put 2 categories and the other 2 some else. Please add income & expenses and it will be VERY USEFUL.
3 votes -
Add a column to the accounts view within a contact
We would like to be able to see the mgr/model name from within the accounts inside of a contact. That way we can see the type of account at a glance rather than having to click into each account from within the contact.
3 votes -
knowledge base
I HAVE A MILLION DOLLAR IDEA FOR REDTAIL. Since you already have a "knowledge base" for set up that you control for "how to things" I would like to propose a "knowledge base" for your advisors/staff that we could control to manage information. It would be seperate from yours but would be under our control for quick easy access for checklists, procedures, account and product information so we could save things from the internet and/or documentation (.pdfs videos, etc) for quick & easy access. NO CRM IN THE INDUSTRY HAS THIS and RT already has the technology built to use…
3 votes -
Customer Support
Correct me if I'm wrong, but Redtail currently uses Glia for customer service. This is probably one of the most archaic customer service providers I've come in contact with in the applications used.
It's very frustrating because if I lose contact with the person I'm with for Redtail Customer Support, then I have to start all over. Then I have to click several buttons and go somewhere else to access my chat history. Then if I want to continue a dialogue then I have to do this through email or in a different spot in Redtail. This is very annoying.
…
3 votes -
On Imports do not create a duplicate contact if there is a matching name and email in the system already
On Imports do not create a duplicate contact if there is a matching name and email in the system already. Other CRM's do this, you can make it optional based on preference and then create an output from the import process that shows which ones were not imported. This is critical for a process I have to do.
3 votes -
Allow custom date formatting for data inserted via custom contact spreadsheet processes
Allow custom date formatting (e.g., MM/DD/YYYY) for data inserted via custom contact spreadsheet processes, to match the format used when users manually select dates in UDF fields.
3 votes -
Why am I limited to using a password with a maximum of 16 characters?
With the sensitivity of the information locked behind the User Name and Password, it seems a large oversight that users may only use a password that is 16 digits or shorter in length.
3 votes -
Add a Project feature to the left side menu so we can add projects that we're working on
Add a tab for Projects so teams can collaborate on specific projects they are working on.
3 votes -
Martial Arts Members Management Software
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3 votes -
Move the chat button to bottom left side of page, rather than right.
Can we move the Redtail chat button to the bottom left side of the page, rather than the bottom right. It's current placement gets in the way of seeing dates when information is added.
3 votes -
CRM Updates 3/21/24
The updates that were rolled out 3/21/24 make the screens hard to read. It would help if the background had a darker shading or there were lines to help visually break up the screen somehow.
3 votes -
New Look
Not a fan of the new look. Bigger does NOT equal better - now less fits on the screen and more scrolling is required. Please bring back the old layout!!
3 votes -
Differentiate between the areas on.
The new layout needs to have shading for the side boxes - too much white on the screen. Need to be able to see the different "areas". Maybe shade or put back some type of outline.
3 votes -
Overwhelmingly bright, and not enough definition between sections
This new layout is fine, but the screen is painfully bright. It literally hurts to look at. Everything feels washed out, and there is not enough definition between categories. Some defined contrast between background and the widgets would be greatly appreciated.
3 votes
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