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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.
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How can we improve Redtail Technology's CRM?

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2 results found

  1. Add Microphone for dictation of spoken notes

    In the notes section adding a Microphone so we can speak our notes once we are done with a client meeting,

    Instead of having to cut and paste or write notes

    15 votes
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    2 comments  ·  Notes  ·  Admin →

  2. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.

    198 votes
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    Completed  ·  4 comments  ·  Notes  ·  Admin →
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