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. In Redtail Imaging, add the ability to edit a document directly within Redtail Imaging.

    Instead of first downloading a file, working on it, then re-uploading it. Would be nice if (like in dropbox) user could just open it in Imaging (or Retreiver) and have it launch in the appropriate application (word, excel, ppt etc) and then 'save' back to Imaging directly.

    1 vote
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    0 comments  ·  Retriever Cloud  ·  Flag idea as inappropriate…  ·  Admin →
  2. retriever cloud

    Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.

    8 votes
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    0 comments  ·  Retriever Cloud  ·  Flag idea as inappropriate…  ·  Admin →
  3. Retriever and Outlook calendar - link to contact based on email address of invitee

    When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.

    18 votes
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    0 comments  ·  Retriever Cloud  ·  Flag idea as inappropriate…  ·  Admin →
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