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. Today's Birthdays on the homepage should have the option to send to search

    It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.

    3 votes
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  2. Allow Default Setting for Past Due Activities/Workflow Items

    Please allow a default setting to view all current and past due items. Having to manually find past due items really defeats the point of having assigned items to begin with. Thanks!

    28 votes
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  3. On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is

    On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is more than one contact that it say the contact's name, and 2 others... or something similar.

    7 votes
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  4. Enable Custom Columns on Today Screen - We Don't Use Location

    It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.

    32 votes
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  5. Team Notices

    I love the Team Notices feature and it's very convenient, I do wish that there was a way that other team members would get a notification or an alert when a new Team Notice were added or that the Team Notice would somehow be flagged as "New" to draw more attention to the fact that they may not have seen it.

    16 votes
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  6. Team Notice Acknowledgement

    Sometimes a team notice is very important for everyone to see. It would be nice to be able to allow users to acknowledge it so you know when everyone in the office has seen it. Also maybe it should pop-up as a window to dismiss when you first login so you can't miss it.

    12 votes
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  7. Reminders for Account Renewals

    In the leapfrog version when you clicked on account renewals you'd see a list of contacts with accounts that are coming up to the renewal date. In Tailwag you just see account numbers and no contact names unless you click on the account # to get more information. It would be more useful to see a list that shows contact name not just account number.

    16 votes
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  8. Alert triggers for price levels of stocks in my Market watch list

    Alert triggers for price levels of stocks in my Market watch list

    7 votes
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  9. add a "price Change" and "% change" to the Market Watch columns.

    add a "price Change" and "% change" to the Market Watch columns.

    10 votes
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