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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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How can we improve Redtail Technology's CRM?

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24 results found

  1. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Memberships  ·  Admin →
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  2. Membership

    Allow me to add a membership the way I would add a spouse under a family-if the contact doesn't already exist, allow me to create it from that drop down. Currently, if the contact does not exist, I need to leave the page, go create a contact and then add it to membership. There are SO many steps-please work to alleviate steps in all processes.

    51 votes
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    2 comments  ·  Memberships  ·  Admin →
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  3. Job Title listed under Linked Contact Is in Membership

    Under Membership, the Employer/Employee can we instead have the Linked Contact be their Job Title? This way my Wholesalers are listed as such under membership instead of just being an Employee.

    51 votes
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    11 comments  ·  Memberships  ·  Admin →
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  4. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    19 votes
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    2 comments  ·  Memberships  ·  Admin →
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