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!

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  1. Select multiple notes to make "actions" on

    It would be great if we could select multiple notes that the "Actions" button would apply to. So you could do actions to several notes at one time (e.g. "Link to an account" multiple notes at once).

    33 votes
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  2. I need additional Mail Merge Fields

    We want to create a custom mail merge template to use in place of the Confidential Personal Profile Form. There are multipe fields that I want to merge into this custom form that are not available in the current mail merge fields and therefore I will have a lot of info to add after the merge is complete.

    525 votes
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  3. Delete UDF in Bulk

    Would like to be able to delete UDF in Bulk

    38 votes
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  4. add the confidential personal profile to your exports for a group - this is listed as a "common task" and we use it for every client.

    We use this form every day all day for incoming clients. It would be nice to be able to print them all at once instead of one by one. We are in a project where we need all clients printed at one time and it is very frustrating to print 600 of these individually.

    1 vote
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