Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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8 results found
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REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
3 votes -
LInkedIn will always have the most up to date Job title, that should automatically update in Redtail
When a contact is connected to LinkedIn, their Job Title information will be automatically updated with the most current and accurate data. It would also be convenient if their picture was uploaded automatically, like on my iPhone.
1 vote -
"Lets Talk" speech bubble
While the new "Lets Talk" speech bubble is a nice feature, it is a bit intrusive for a feature that will not be used frequently. Please allow us to remove it, or place it in the tool bar with +, integrations, little person, ?, etc.
3 votes -
13 votes
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Integration with BombBomb
Allow BombBomb and Redtail to automatically sync together or allow contacts to be sent to BombBomb, like they are sent to Constant Contact.
(May also be helpful to allow systems like Constant Contact & BombBomb to add notes to Redtail when an email/video message has been sent.)
-Jarrod
16 votes -
Keyboard shortcuts
The integration of keyboard Shortcuts for the more commonly used bulk features (Such as the add button in any given browser) Would be supremely helpful. Just a way to streamline the process of using redtail and to cut down on the amount of time spent clicking around the website.
37 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Password Not Viewable
When Typing in My password to login as a user I would like the ability to view the password to verify that i am typing the correct password in. instead of seeing black dots.
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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emotional status of interactions
I'd like to be able to quickly and easily be prompted to indicated the client's perceived emotional state in the notes section during the interaction (example: dealing with a death/sad, moving/excited, submitting a complaint/angry or frustrated) of how a meeting/interaction/exchange went. Also, a separate field for "satisfied with services" and "dissatisfied with services" selection in notes per client interaction. I'd like to be able to run reports on this data for customer service improvement goals.
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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