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. Make Past Due & next 30 days... More than 30 days.

    Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.

    I see that this was completed in 2017, but don't see it on my system

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. I would like to be able to Create a follow-up activity based off an email.

    It would be Nice to look at my email and create an activity from this email.

    23 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Last Contact Report

    I would like to know the last time I contacted a client by servicing adviser. That could be via a phone call, meeting, or email. Then I would know who to contact next based on their last contact.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Priority Numbers

    Our office uses the priority numbers when creating activities - We need MORE numbers please.

    Or the ability to add customized words.. Example would be 'Submitted' so we could quickly look through our activities and see who falls under the submitted priority label and so on.

    At the very least we need many more numbers or the ability to add as many as we see fit.

    17 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. automation for activity updated

    Add to the Automation Template process for if an activity has been updated to automatically send an email to a user selected.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. being able to select teams for task templates

    We take full advantage of the Task Template feature. One thing we thing could be a major improvement for this function would be allowing us to make and select teams to carry out these common activities.

    For example we have someone in our office that processes all the signed paperwork for advisers. Well when she goes on vacation for a week someone has to carry out these tasks for her. It defaults to the next person in our customer service department. Instead of having to not use the templates for a week we'd rather just have both on there as…

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Category to the fields Zapier can utilize

    Can currently set type but category defaults to General Information. Would be great to be able to set that field in a Zap as well!

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create default privacy option setting for create activity window

    Please allow a default setting for create activity screen or activities created by activities created by integrations like Acuity to allow the privacy option to default to a specific team rather than Everyone. As an IAR in a firm of more than 24 advisor teams, changing this each time an activity is created is time consuming; when an incorrect team is selected, it’s necessary to ask the administrator to change it.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Debbie Senesi Feb 26, 10:36 AM PST I would like to move the Contact column to the column just before the Subject column..

    Debbie Senesi
    Feb 26, 10:36 AM PST
    I would like to move the Contact column to the column just before the Subject column..

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow navigation to a contact record from an activity, on Mobile

    In Mobile App, when viewing an activity, we are unable to tap on a contact name to get to the contact record.

    We would have to get out of the activity and search the contact individually. This is time consuming and not intuitive. Please allow this.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automatically bump activities to the next day if not completed

    If I have multiple tasks in one day and not all are completed by the end of a day, please create a feature that will automatically roll those tasks to the next day until they are completed.

    18 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Color code tasks from the Dashboard, not just the Calendar

    I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
    For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
    Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. "Locking" Activities

    Please get rid of the lock icons that appear when you permission an activity. All of my firm's activities get permissioned and the repeating lock icons get in the way, are unnecessary, and unsightly.

    Thanks!

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. User Activity

    The activity should reflect who created it as well as who updated last on once completed in the notes tab. If a user completes it then another user uncompletes it and closes it out it only shows the last person vs the original person.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Link Activities From Calendar Integrations to Client Record via Attendees

    Most firms include clients in a calendar invitation for a scheduled meeting as attendees by adding their email addresses. A smart feature would be to automatically link synced activities from the Retriever or O365 integration to the client record if there is an email match for an attendee.

    10 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Create Activity Screen

    Add a choice to "Link All Accounts" to an activity instead of one at a time. TY!

    1 vote
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  18. Create a template for serious of activities. There are several situations that activities are preferred, so a series of act. with one click

    There are several situations that activities are preferred, so a series of act. with one click

    creating a template for several activities to be creates at one time, this gets time consuming when there are 5-6 future activities to do for one contact record

    5 votes
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  19. When adding a note and selecting Create Follow-up Activity I would rather the activity be created after I hit save.

    When adding a note and selecting Create Follow-up Activity I would rather the activity be created after I hit save, not before.

    1 vote
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  20. notification

    If an activity is created by user A and assigned to User B. It would be nice if when user B completes the activity user A could be notified via email as if there were an attendee on the email.

    It would be great to have a box selection for this when the creator generates the redtail and assigns it or that be the deault on the activity is created.

    6 votes
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