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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.
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.

How can we improve Redtail Technology's CRM?

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1 result found

  1. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.

    49 votes
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    1 comment  ·  Accounts  ·  Admin →
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