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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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1673 results found

  1. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    149 votes
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    12 comments  ·  Opportunities  ·  Admin →
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  2. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    414 votes
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    26 comments  ·  Mobile App  ·  Admin →
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  3. Google Earth integration so you can see your contacts on a pre-made map

    I propose a feature that ties into Google Earth so that when you make an appointment with someone, you can visually see all of the other contacts who are within a geographic region.

    So for example:

    1. Your practice is based in San Francisco, CA

    2. You have 1000 contacts spread across the country. These could be clients, prospects, lawyers, and accountants.

    3. You decide that next month, you want to meet a client (Mr. Steve Jones) in Los Angeles, CA which is 8 hours away.

    4. To be more efficient with your travel oppurtunities and expenses, you would love to see a Google…

    21 votes
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    0 comments  ·  Admin →
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  4. Allow an image to be pasted into an email directly

    At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.

    24 votes
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    1 comment  ·  Email  ·  Admin →
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  5. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    182 votes
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    22 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  6. Search on Salutation

    I would like to run a search for all of the Doctors in my book but there is no option to just search br Dr.?

    19 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  7. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    169 votes
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    19 comments  ·  Contact Record  ·  Admin →
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  8. Option to automatically rollover activity

    It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…

    1,232 votes
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    49 comments  ·  Activities  ·  Admin →
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  9. Email a document from the CRM Document Storage section

    email a document straight from the document window

    49 votes
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    1 comment  ·  Documents  ·  Admin →
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  10. Hide circles with initials of attendees

    I would love to be able to hide the small circles that show the initials of the attendees on my "All day" tasks which is making my task list considerably longer.

    0 votes
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    0 comments  ·  Activities  ·  Admin →
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  11. automated call assignment

    I used to use Goldmine CRM. They would allow you to take a number of contacts, 100, 300, 500, etc and assign those contacts to disbursed over into your calendar a quarter. You would look at your calendar and see that you had 7 calls to make that day, as an example. It was a great way to make calls to all of your contacts in a given timeframe. A quarter would give you 60 work days. I have 700 prospects to call in those 60 days. Goldmine showed me 11 contacts on my calendar that i "had" to call.…

    0 votes
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    0 comments  ·  Calendar  ·  Admin →
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  12. Default view in Calendar

    I use the Month view. I would like the screen to default to the week which includes the current date.

    0 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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