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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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5 results found

  1. broadcast email

    If I run a quick list to show all clients that have email and a husband/wife both have the same email in their records, the broadcast email gets sent twice to the same address. I currently have to review hundreds of contacts and uncheck anyone that has a duplicate email. I would like the system to disregard duplicate emails and only send once for each email provided

    78 votes
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    6 comments  ·  Contact Add Screen  ·  Admin →
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  2. Sort Seminars by Date of Seminar

    Seminars are sorting by date added, not the date of the seminar when choosing a seminar from a contact.

    12 votes
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    0 comments  ·  Contact Add Screen  ·  Admin →
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  3. Copy Roles selection to the Spouse in a new contact

    Now that you can select Roles in the Contact Add Screen, could the system copy those Roles to the spouses record, if they are also setup in the same screen? I noticed that Permissions copy over, but the Roles did not.

    36 votes
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    2 comments  ·  Contact Add Screen  ·  Admin →
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  4. When adding employment to a client please don’t automatically create a separate contact for the employer

    When adding employment to a client please don’t automatically create a separate contact for the employer

    49 votes
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    8 comments  ·  Contact Add Screen  ·  Admin →
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  5. Data import

    We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.

    98 votes
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    10 comments  ·  Contact Add Screen  ·  Admin →
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