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. Add Professional Contacts to Profile Form

    I would like to be able to make improvements to the client profile form to add things like FB and LI and who their CPA, Atty and MTGP person

    9 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Risk tolerance options in Redtail Tailwag

    Currently there are three risk tolerances in Redtail CRM and we do not have the ability to modify them. Within TFA and our practice we use five. It would be great if you could add low-moderate and moderate-high. What is there now does not accurately reflect our clients needs and does not filter into LasarApp the way it needs to be.

    150 votes
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    7 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 143 votes
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    15 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Calendar Blocking

    When you go on a conference or vacation. Your event last longer than one day. It would be nice to have a feature when you select all day, to have an end day. It would be the same day's date if it was just for that day, but if you were going to be at this event for a whole week it could block those days off your calendar for you.

    122 votes
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    7 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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