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. It would be nice if you could relate a contact to an activity or Note on the timeline.

    You cant see related contact in the timeline next to an activity or note. It would be best for the team a contact showed in the timeline for each entry

    38 votes
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    4 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Keep formatting on notes in Timeline

    I make neat notes with bullet points, but the timeline view takes away the formatting which makes my notes look ridiculous and incredibly hard to read. I format my notes to make them easier to read/make information more accessible. Please give me the option to keep my bullet points/bold font/ etc. in the timeline view.

    23 votes
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →

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  3. filter timeline by user

    Add a dropdown box to the Timeline allowing you to sort by user (just like you already have on the dashboard for activities).

    I often just want to review the things my assistant did in my redtail database, but it's cluttered with all of my activities, which I don't care to review.

    23 votes
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    3 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →

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