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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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222 results found

  1. Task list

    I would like to be able to have a running task list on the right hand side of the calendar screen so I can keep track of tasks that don't necessarily need done on a certain date. Similar to a note pad or something like that!

    112 votes
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    6 comments  ·  Calendar  ·  Admin →
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  2. calendar scroll

    In month view I prefer to have the current week near the top so I can see last week and the next few weeks. Near the end of the month I can't see what's coming up. Thanks

    38 votes
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    3 comments  ·  Calendar  ·  Admin →
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