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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Need a DARK mode more than ever with this new layout
With the new layout you can hardly see borders and it is SO bright now.
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 -
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 -
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 -
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 -
Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
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 -
calendar dots
I would like the option to remove the new pink dots with user initials from the monthly calendar. I understand that they may be useful for some, but for me, they take up a lot of visual space and are not helpful.
3 votes -
Deleting Workflow Alert Message
Currently, if you add a workflow from a profile's main page vs. from the workflow page, it works however it does not tell you if additional profiles have this workflow assigned to them. If you delete that workflow- and it happens to be attached to other households- it deletes the workflow on the profile you are currently working with along with the additional households who have this workflow attached to. If you choose to delete the workflow you get a message asking "are you sure you want to delete this workflow", the message should be edited to also alert you…
1 vote -
calendar subscription link
for those of on Mac and can't use the retriever, it would at least be helpful if we could subscribe to an "iCal" of sort, so at least our events would show up on our devices, even if we couldn't necessarily edit them there.
1 vote -
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 -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
3 votes -
match custom export headers match mail merge fields
match custom export headers to mail merge fields. the default settings table has underlines in the headers and your mail merge fields do not. they should match for no errors and brand consistency.
3 votes -
allow users to remove the linked attendees initials from tasks and meetings
Please allow users to remove the linked attendees initials from tasks and meetings. All it does is take up space and I have to scroll down to see all my tasks for the day. As a solo practitioner the initials serve no purpose and we should have the ability to remove them.
3 votes -
Expand automation
We need the ability to automate updates to opportunity stages, creation of activities, and changes to contacts based on workflow tasks marked complete.
We also need the ability to automate creation of activities and contacts based on changes to opportunities, such as the stage.
3 votes -
iCal integration
I desperately need Redtail to integrate with iCal so I can see my Redtail appointments on my Apple iPhone. The Redtail "app" is not good. But, more importantly, I need to synchronize my work life with my personal life. This is, by far, the #1 reason why I am thinking about switching my firm to another CRM platform.
1 vote -
larger photo
The photo field is entirely TOO small. The space where the client photo is located is totally under utilized. The photo area should be square (not round) and LARGER. Simply move the client name field more to the right and enlarge the photo to take advantage of the area.
3 votes -
move chat button?
Can we have the ability to move the little chat button at the bottom right of the screen? It covers up the time stamp on activity details.
1 vote -
Set a default text box size for the "description" field.
There should be a feature that allows us to set a default size for the "description" text box field within an activity every time you open it. Currently, you have to manually adjust the size of the field every time you open an activity. Allowing us to set a default would get rid of this clunky adjustment every time a new activity is opened up to work on.
3 votes
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