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.
2261 results found
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e-mail Filters
Be able to add to an existing filter to right from e-mail via a right from e-mail instead of having to go back in to preferences and then filter to add to the existing filter. Would save a ton of time and be wonderful if could just add from e-mail. Thank you!
1 vote -
Issue date in accounts
Under the contact accounts, could we please add the issue date at a glance without having to open each account to see?
3 votes -
removal of Orion Planning from single sign on menu
Enable the ability to remove Orion Planning as a selection on our single sign on menu. That selection appeared recently. I do not believe we did anything to cause that to occur. That product is turned OFF on our Integrations page. I do not want to enable use of that product at our firm.
1 vote -
Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con
Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.
233 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 -
Today tab and Things to do today section - Sorting by TYPE
When sorting activities according to TYPE, it should continue to list those with a time of day first, but automatically list them from earliest to latest, not the other way around. Why would I want to see things schedule at the end of the day first on the list? This makes no sense.
3 votes -
Ability to tag team members for notifications
Our team would love the ability to tag each other in tasks/opps/workflows etc so that we collaborate on items and receive a notification when a team member needs input. If we were able to type @ and our team member's name, so that they can be tagged in the description, comment etc that would be EXTREMELY helpful.
3 votes -
CRM Document Storage
Automatically sort documents in CRM newest to oldest.
8 votes -
Add Google OAuth connection connectivity
Google has moved away from allowing less secure apps. Please add OAuth connectibility to allow us to send Google emails, particularly blast emails, from within the CRM.
6 votes -
Customize Interface
I would highly suggest to allow users to customize the interface. What I mean by that is, when I pull up a contact Past Due & Next 30 takes up 80% of the screen. Opportunities is the Number One Driver for new sales- so when Mrs. Smith calls and I go to pull her their contact I have to then click "More" on the left hand side and then click "Opportunities" to see whatever Opportunities Mrs. Smith has. That information should be right where Past Due & Next 30 currently is- what I would really like is to be able…
2 votes -
Activity Organizer Report/List/Filter needed
This new field for Activity Organizer is a great start...but it's completely useless as there is no report or filer that can create a list of activities where you or someone else is the organizer of the activity. Please create a filter, something on the home page, or some widget to indicate on the activity when you see it in a list who the organizer is. Initials bubble like on the calendar would be a start.
6 votes -
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!
12 votes -
add columns to Home Screen of Contact Records
On "home screen" of listing of contacts, it would be very helpful to have at least 3additional columns: Date of Birth and Address and Phone Number. I have a fair number of clients with literally the same name. So having additional columns that I can see at a glance would streamline my day.
1 vote -
Notification Emails need to be ENCRYPTED
We have been aware of this issue for a long time now, but I think with the climate today it has become IMPERATIVE that Redtail encrypt notification emails generated from created and updated Activities. I believe many Redtail users put sensitive information in the subject and description such as account numbers (regardless of whether Redtail thinks we should) and then that information is being broadcast to the world in an insecure email if notification settings are not all set to "no". Our office knows of this security issue and we have everyone set their notifications settings to no, and are…
7 votes -
Sorting tasks on the main page by overdue, today, and future
Unless I go into the activity tab and filter to past due, or past due and today, etc. There is no easy way for me to see overdue tasks unless I manually keep pushing the due date.
10 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.
15 votes -
See only tasks i assign
I want to be able to do the following:
Assign a task to a colleague (let's call him Bob) and see the status for ONLY those tasks for Bob that i have assigned to him (not tasks he has created for themselves)
Be notified via email when ONLY the tasks i have assigned to Bob have been completed
1 vote -
Add a Category of OUT
Program the OUT category to have a Conflict message that pops up if someone tries to assign a task, call or appointment to the individual on a day they are marked Out. Currently there is nothing to catch it if someone assigns a follow-up item from Notes and they're not looking at the calendar to see that the person has themselves blocked out. (With the category option of OUT, you could still list a description like Vacation or whatever details the person wanted.)
7 votes -
Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities
It seems incredibly strange to me the fields listed as "Projected Revenue" and "Actual Revenue" exist only for the sake of ornamentation.
6 votes -
Create follow up from a note, when adding the note to another activity
Why can't we have the "create a follow up" from a note that was created under an activity? Many times we have an activity that has multiple steps in which have different notes and different follow up timelines. We know this was available until the recent update but are being told it never existed so we need to suggest as a new feature.
6 votes
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