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.

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  1. The ability to add folders in documents within client records

    The ability to add folders in documents within client records

    22 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    177 votes
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    18 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Built-in document viewer

    Built-in document viewer would eliminate need to always download docs.

    76 votes
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    8 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Documents- Make them Searchable using Keywords

    It would be very helpful if Documents were searchable by keywords or phrases. As documents are added over time, this area of RT become unruly and takes precious time to locate what you're looking for.

    13 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Data Entry when Adding Documents

    When uploading you just have the option to upload the document and then go back and change everything. Any way it can be changed so that all of the information on the document is stored when you upload it.

    60 votes
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    6 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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