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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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46 results found

  1. Need to able to restrict employees from disabling 2 factor

    There should be a way to restrict people from enabling a device as a trusted device. By allowing this, one would bypass 2 factor. There is too much secure info in the CRM to allow this.

    20 votes
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    1 comment  ·  Settings & Preferences  ·  Admin →
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  2. Mask PII (SSN, DOB, account numbers) from certain users

    We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?

    27 votes
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    2 comments  ·  Settings & Preferences  ·  Admin →
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  3. Deleting Tag Groups Should Be an Admin Function

    The ability to delete a Tag Group should be an administrative function. Users currently have the ability to delete an entire tag group for our entire database.

    28 votes
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    3 comments  ·  Settings & Preferences  ·  Admin →
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  4. Add an "enable reminder" feature for ALL dates

    Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.

    59 votes
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    1 comment  ·  Settings & Preferences  ·  Admin →
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  5. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    48 votes
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    4 comments  ·  Settings & Preferences  ·  Admin →
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  6. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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