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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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 -
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 -
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 -
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 -
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
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