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.
346 results found
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Change Activity Time Stamp
When I Save and Complete an Activity, the time stamp it receives is when I save and complete in Redtail, not when the activity actually occurred. For example, if I have a client lunch at noon on Monday, but don't get around to saving and completing the activity in Redtail until Wednesday, the time stamp is for Wednesday rather than Monday. I should be able to change the time stamp to the correct date/time.
12 votes -
Activity appearing on today's dashboard until it is completed
We would like to create a task (activity) and set it for a span of several days or weeks, just to ensure that it remains on our today dashboard until we mark it as completed. Currently, the tasks (activities) disappear after the day that they start, even if they are still outstanding.
7 votes -
Activity template permissions
I want to be able to pick permissions for activity templates. We are trying to keep each advisor's business separate and only with permissions in activities can that be done fully (so no one unauthorized can edit it, which is what we really want). I thought if we had them use templates they wouldn't have to remember to do that each time but that isn't an option I see. Please add!
6 votes -
Activities filter dates-
Activities Filter dates- Would like a default option for open/completed activities filter dates to lock for the user's preferred time period. This option would be accessible in the Preference area like it is listed under Activity Management, so it would only change if selected by the user to switch from default.
3 votes -
Activity Report Export - Add columns for user that completed and completion timestamp
an activity can be assigned to multiple users but firms what to know/report who actually completed (i.e. user that completes the task). Please include the date/time activity was completed.
6 votes -
custom dates -
Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time
4 votes -
Activity Template - Add checkboxes, fillable PDF style
I like the idea of an activity template but I have some processes done now on forms that have nice spots to check off things and in activities I cannot do that. I would love a checkbox bulleted list option like in OneNote. I also would love to be able to make some default activity template text not editable and make it obvious where a person needs to fill out their info. I don't want them deleting 'Account Type - ' to put in (on a new account template) IRA. I also wouldn't mind making some boxes or fields required…
18 votes -
Activity duration field choices
The default Activity duration under 'Preferences' is limited to choices of 15 minutes, 30 minutes, 60 minute. Can you please add 45 minutes and 90 minutes to this list? thank you.
7 votes -
The ability to change the default setting of the activities on the contact landing page, so I can specify a custom date range
The ability to change the default setting of the activities on the contact landing page, so I can specify a date range other than "Past Due and Next 30".
4 votes -
Redtail Notification
Add a URL link to the Redtail record in the notification email. This will allow the user to click on the link and go into the record that the activity is for.
6 votes -
Program a 'Tomorrow Button.'
Just as there is a Today button in RedTail, there should be a Tomorrow button. If you press it it would give you a screen that displays just like the Today screen but with tomorrow's activities. I understand there are a number of ways to find out what is coming up tomorrow, but if you programmed it, it would be a great convenience for your users. I know I look to see what is coming up tomorrow every day. If I could see that info with one click I would greatly appreciate it.
9 votes -
Set up different categories for activities
We want to be able to run a separate list to house a specific list of Category types and filter out the others. For example, we have a staff member who has both marketing related tasks and new business related tasks. We want to be able to have her run two separate lists so she can separate out marketing tasks and new business tasks. Only function I see is to sort alphabetically
1 vote -
Set up different categories for activities
a way to set up a custom task list under the Activities tab? We want to be able to run a separate list to house a specific list of Category types and filter out the others. For example, we have a staff member who has both marketing related tasks and new business related tasks. We want to be able to have her run two separate lists so she can separate out marketing tasks and new business tasks. Only function I see is to sort alphabetically
1 vote -
Allow user to set up a default for any activity "attendees" to be three people, or a team rather than just that one user.
Saves time and remembering to drop down and add attendees for every activity set up by all Redtail users. Better notification process fro both activity actions and addition of new Notes for a contact.
6 votes -
Allow user to set up a default for any activity "attendees" to be three people, or a team rather than just that one user.
Saves time and remembering to drop down and add attendees for every activity set up by all Redtail users. Better notification process fro both activity actions and addition of new Notes for a contact.
3 votes -
Add: "All Past & Future" to Activities Filter
Add: "All Past & Future" to Activities Filter
I set long term activities and it would be great to not have to build a "Custom Range" filtered activity in order to see all activities that exceed 12 Months.
4 votes -
Reports/Activity Reports/Activities by Contact add writing advisor name to show on the export of the report
If I can filter by Writing Advisor, why can't it show on the report I export? When one Servicing Advisor is working for 3 different Writing Advisors, we need to see which clients are assigned to which Writing Advisor.
3 votes -
completed date
On activities we should be able to put a completed date in the past.
e.g. If I have a mtg on 5.3.22 but couldnt complete my notes and details until 5.10.22 , the system shows the activity was completed on 5.10.22 and no option to actually list 5.3.22 when the activity was really completed.6 votes -
Activities tab sort by contacts please go back to Last Name
Activities tab sort by contacts please go back to sorting by "Last Name" with the contact tab. No one in the business world sorts by first name of clients. This just changed yesterday 4/27/2022.
1 vote -
Allow a recurring activity to end after a certain number of times not just on a specific date
I would like to have the option of ending a repeating task/activity after a certain number of occurrences not just on a specific date. For example, if I have an activity to send a payment reminder for a level term premium, I only need to do it 10 or 20 times. It would be easier to just select the Repeat Ends after X number of times instead of On and then having to go in and select a date 20 years out.
4 votes
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