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.
1671 results found
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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 -
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 -
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 -
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 -
Self-Scheduling Feature for Clients
This would be extremely helpful to our firm (and many others). It would give us the ability to do everything through Redtail and eliminate third party websites.
Using third party websites interferes with our workflow procedures and leaves a lot of room for error. If everything was seamless through Redtail, we could avoid workflow errors and missing contact links. Having a self scheduling feature would also eliminate synching issues that we come across a lot with third party integrations.
Features that would be very helpful, if self-scheduling would be implemented:
- Allow clients to schedule a meeting themselves (like Calendly)
- Allow…
3 votes -
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 -
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 -
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 -
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 -
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 -
Dark Mode!
We all want it, you have the power to create it!
1 vote -
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 -
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 -
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 -
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 -
color scheme
The new color scheme is terrible. Very harsh on the eyes It's all white
1 vote -
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 -
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 -
changing color of main CRM - can't stand to look at white screen all day
With the new change of the CRM, the primarily all white screen is going to be a little hard to look at all day every day and we should have an option to change the color up to something more appealing and gentle on the eyes with looking at a computer screen all day.
3 votes -
1 vote
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