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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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1659 results found

  1. Contrast on updated website

    There is not enough color contrast on updated site. Everything is too white and it's difficult to quickly click on needed boxes.

    1 vote
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  2. Detailed AUM

    Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.

    3 votes
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  3. 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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  4. Please restore the "more defined" borders on contact pages. Current view is difficult to track.

    Contact page lacks defined lines and borders, takes longer to view screen.

    1 vote
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  5. Just an important comment about updates

    So the cosmetic updates to your website are nice, but the bigger issues - like including a contact name with a redtail activity notification email would be soooo much more helpful.

    3 votes
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  6. Help our eyes...PLEASE make the background a different color!

    The background color of the app needs to be an actual color, not "almost white". I stare at a 32" screen all day and staring at a totally WHITE screen is killing my eyes! There either needs to be a color or some lines that define the boxes. We have Redtail open all day and it is just so bright! My eyes hurt by the end of the day.

    3 votes
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  7. printing notes

    Recently we noticed that when we print a note it is automatically inserting a letter "A" after multiple spaces. The additional letter is causing issues when reading the printed note, especially since it doesn't show in the actual note/activity on Redtail. Can this feature be removed so it doesn't show anymore, please?

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  8. Workflow title in task description window

    Have the workflow title in the task description window so you can have a reference to which workflow you're working on.

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  9. 03/21/2024 the new look is AWFUL - blinding white - way too much white - my eyes!

    Please give us some options to add background color or change it back to the way it was prior to 3-21-24, it is horrible. We sit under florescent lights - please have mercy and give us a black mode or someting.

    1 vote
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  10. 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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  11. agustafson@focusfinancial.com

    There seems to be quite a lot of red in the new look, which is not great in our industry. Please consider using a different color.
    Thanks!

    1 vote
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  12. Move the navigation arrows back to the left with Today button on calendar

    Please move the navigation arrows back to the "TODAY" button on the left side of the calendar so that all the navigation is close together. This is more efficient. Also making those arrows actual buttons would be visually more distinctive than just what looks like text on the screen currently. Thank you.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. 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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  14. Adjust New Red Tint Theme

    The new red tint that came out in today's theme update (3/21/24) is very bright, with high contrast, and not soft on the eyes. Would be nice to have the option to adjust this to a darker tint of red, like the current red/maroon in this feedback forum (which I believe was the old Redtail red).

    1 vote
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  15. color scheme

    The new color scheme is terrible. Very harsh on the eyes It's all white

    1 vote
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  16. 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.

    1 vote
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  17. Revert Back to Old Redtail Font and Colors

    Please revert back to the darker, larger font and colors. The screens are almost all white now, making it harder to differentiate between things. These changes have made it harder to work and focus on specific item, much less be easy to view.

    3 votes
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  18. 1 vote
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  19. 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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  20. Not a fan of the new red lettering in the contact card area

    Would like to get rid of the red lettering you just started in the contact card.

    1 vote
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