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. Unique Email Dropbox to auto attach to Contact

    This does NOT need to be hosted email with RT It can be ANY email provider. The only key here is the unique dropbox email address.

    This would be an email unique to each user on a database. By simply forwarding an email to this address or by bcc when sending a new email to a contact, the email will be attached to the contact's notes corresponding to the original email (if forwarded) or to the email being sent to (if sending a new email). If there is no contact already associated with the email, then a new contact will…

    743 votes
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    89 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Data Entry when Adding Documents

    When uploading you just have the option to upload the document and then go back and change everything. Any way it can be changed so that all of the information on the document is stored when you upload it.

    60 votes
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    6 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Email a document from the CRM Document Storage section

    email a document straight from the document window

    43 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Option to automatically rollover activity

    It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…

    1,160 votes
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    44 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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