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.
1671 results found
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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 -
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 -
1 vote
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Color contrast in new release is bad for accessibility
The contrasts in the new release of the CRM make it very hard to see the edges around boxes/areas, the white and grey are too similar, and the red is too bright.
1 vote -
color scheme
The new color scheme is terrible. Very harsh on the eyes It's all white
1 vote -
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 -
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 -
Darkmode
A dark (or grey mode!) would really help with the new UI. The new set up looks amazing but it is difficult to view with how bright the white is now versus the old UI.
1 vote -
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 restore the "more defined" borders on contact pages. Current view is difficult to track.
Contact page lacks defined lines and borders, takes longer to view screen.
1 vote -
Color options for layout
The new look it great, but WAY too bright. It would be nice to be able to tone it down a bit. With so much white space, it's difficult to read and strains the eyes.
1 vote -
Contrast on updated website
There is not enough color contrast on updated site. Everything is too white and it's difficult to quickly click on needed boxes.
1 vote -
Display appearance
I am experiencing the new layout/view today in Redtail CRM. It is very white and bright, with lots of white open areas. There doesn't seem to be a preference to change the background color or to have a dark mode. It would be nice if you offered that.
1 vote -
Add a location column to the "My workflow tasks"
On the "My Workflow Tasks" page, we should able to choose what columns we want to see there. For me, I would really appreciate having a location or time zone column so that could organize my calling tree for the day by location. Seems like such a simple feature that should be there (selecting your own columns).
1 vote -
Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
1 vote -
"Buddy" Icon
Please bring back the little "Buddy" icon for the Recent, QuickLists, & Tag Group dropdown in the top right corner. Thank you!
1 vote -
1 vote
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Attaching two documents from two different folders
It would be helpful if you would add the feature to be able to attach two documents from two different folders. At this time I am told you can only attached two documents if they are in the same location/folder.
Thank you.1 vote -
Allow the sidebar to be customized or rearranged
Our office doesn't use the the calendar in Redtail. We would like to be able to remove it from the sidebar. If it can't be removed, we would like to be able to move down to the bottrom.
1 vote
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