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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Sorting of "Activities"

    Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.

    Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.

    Please add the ability to choose sort parameters that stay in effect until I change them.

    This is a HUGE issue for me.

    177 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    14 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Enable ability to filter the data included in Charts on Today's Overview

    Create the ability to check on/off the data to be included for viewing in the Contacts by Status, Category, Accounts, and Opportunities charts. Also have the system save whatever criteria was last set, until changed. Doing so would make these charts reflective of data that's actually meaningful, rather than just everything that's in the CRM database (some of which may be old and irrelevant currently).

    44 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base