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. Please add the SUFFIX field to the contact search results view.

    We have many "Jr., III", etc., & you can't tell which one is which in the App!
    Thanks,

    6 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Identify on the app which contacts are ACTIVE vs INACTIVE.

    Identify on the app which contacts are ACTIVE vs INACTIVE or not even show the inactive one. On the app I am unable to identify so I am constantly entering notes incorrectly into the wrong (inactive or old duplicate) contact.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  3. App notes

    App > Recent Notes.
    My team reviews all items every day. The web based version is great for this. But the mobile app doesn’t have a “Recent Notes” tab! Please fix!

    12 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

  4. Allow Switch-In Users in the Mobile App

    Please allow us to be able to switch to another database within the mobile app. As a switch-in user, I would like to be able to access my other databases in the mobile app.

    43 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 68 votes
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    11 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 16 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Add ability to select an activity template when creating a new activity in the app

    We rely heavily on the activity templates we have created to assign tasks. It would be a huge improvement if we could select from the templates when creating an activity in the app.

    13 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add “notify user” to notes in mobile app

    Please add a way to “notify a user” in the mobile app. We use this for the advisor to notify the admin of new work that needs completed.

    49 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Count of Activities on Mobile App

    I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. Thanks.

    6 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  10. mobile app MFA

    We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.

    Thanks

    4 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  11. there is not an option to add an Employer for a new contact via the mobile app.

    I enjoy RedTail, but would love to have more options via IPad so i can work confidently anywhere. Currently there is not an option to add an Employer for a contact via the mobile app when you are adding someone new. Often you meet someone in the field and you have an ipad with you. Can we consider this?

    11 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  12. View full contact name in mobile app

    I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.

    12 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Permissions (contact, activity, notes, etc) need to be added to mobile app

    We have multiple advisors and employees with specific permissions for viewing particular contacts, notes, activities etc. By not having the ability to add permissions in the mobile app, I am unable to add any new activities, contacts etc with the proper permissions.

    31 votes
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    5 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  14. add client review reminder to the mobile ap

    It would be nice to the reminders for client reviews - the same way that birthday reminders - show on the mobile app.

    44 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 411 votes
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    26 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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