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.

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  1. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing

    53 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Activity Template should be able to utilize merge fields

    Activity templates should be able to utilize merge fields such as clients name, today's date, the person who entered activity etc. in both the description and subject.

    21 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.

    Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.

    5 votes
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