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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.
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How can we improve Redtail Technology's CRM?

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26 results found

  1. Increased Limit on "Things to do Today"

    Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?

    10 votes
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    1 comment  ·  Today's Overview  ·  Admin →
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  2. Personal Profile Form

    We like the layout of the new Personal Profile Form/Confidential Personal Profile, however, the custom titles for Contact Information are not properly capitalizing.
    We utilize the custom fields as intended and have proper capitalization for client names, yet when we pull up the Personal Profile Form those titles are not formatted as we have them entered. We print these forms and have our clients review them to check for accuracy and not having their names properly capitalized looks unprofessional and poor on our part.
    Can the custom titles on the Profile Forms please match suit to what is entered in…

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Observed Holidays

    I want workflow target dates and step task due dates to smartly skip observed holidays

    7 votes
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    0 comments  ·  Workflows  ·  Admin →
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  4. Individual User Preferences to hide or show drop down options within database lists

    In my capacity that I work in Redtail, I do not need to see every available drop down option. I want to be able to show or hide ones available.

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  5. Create ability to sort and filter opportunities in mobile app

    6 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  6. Delete

    The ability to delete a contact from the mobile app. Currently I do not see a feature to do so, but also the ability to select multiple to delete at the same time would be great too.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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