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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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182 results found

  1. Home address vs. other preferred mailing address

    Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.

    43 votes
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  2. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    169 votes
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    19 comments  ·  Contact Record  ·  Admin →
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