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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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43 results found

  1. Show All Activities Yet to be Completed

    Instead of only showing Activities Due Today, allow us to filter the date range for outstanding Activities (past due and xx days in the future) and save that preference, so we don't have to manually go in and filter the results each time.

    17 votes
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  2. birthdays

    Can he birthday alerts have a setting to where it's a month in advance, not just same day?

    3 votes
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  3. List TWO Contacts in Things to do Today

    If one contact linked to activity, contact name is shown. If more than one, the link says "X Contacts" where X is the number of contacts. This should be updated so that two contacts also show the full names in the links, there is room to provide two names. Three or more can stay "X Contacts" but two or less should show the names. Most activities have both spouses attached and seeing all activities say "2 Contacts" is inefficient and hard for organizational purposes.

    17 votes
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  4. Add View Completed Tasks option to TODAY page under "Things to do Today"

    On the TODAY page at the bottom of Things to do Today states: View my past due or upcoming items...

    Add a way to also VIEW COMPLETED ITEMS for today as well without having to run a report or go to calendar to view them.

    6 votes
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  5. Create a second value for AUM based on account type. Total value for a specific asset type or category to display on the main today page.

    Create a radio button or check box in the edit account field that designates an asset as "fee based" or "managed money", to separate commission based assets on the books from fee based assets on the books. This makes it easier to see the total AUM (fee based) for a quick view of those assets that are generating a fee based compensation.

    1 vote
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  6. Allow Customization of "Things to do today" and other widgets on Homescreen

    Every person is different and every business focuses on different things -being able to fully customize the "widgets" on the home screen like reminders and workflow tasks would provide added efficiencies and provide a much needed "one-stop shop" for everything you need to accomplish for the day/week/month.

    For example, the "things to do" widget ONLY shows things due that day. A running, chronological list of the "next 10 tasks" due would be way more efficient and impactful or at least displaying all overdue tasks alongside the ones due that day. The extra step-through process of trying to locate outstanding deliverables…

    30 votes
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  7. Drag activities to organize

    Would like the ability to click and drag activities/tasks to organize them in the order we want each day. This feature would be great in Today's Overview and the Activities tab.

    17 votes
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  8. Things to do today remain w/out having to put in a Date

    Would love to be able to input "Things to do" on the Things to do today section w/out having to put in a date or timeframe. Then they would remain on my front page (and who's ever I designated) until we completed the task...Kind of like a notepad. We can "cross" off by completing the task but items will remains daily until we remove them...
    We would like to keep the calendar clean of items that do not have necessarily an end date but still need to be done.

    18 votes
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  9. schedule team notice

    It would be helpful if you should schedule a team notice and/or add an expiration date on certain notices. For example, an office meeting reminder for Friday. The notice appears all week until Friday and then is automatically removed. A scheduled one for Friday then appears to say "meeting today" instead of "meeting is Friday."

    3 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  10. pop up box stays up

    In the past this did not happen, so something changed. Normally when hovering over a task a box pops up with more detail about the task. This is helpful, but what is not helpful is when it stays up even when moving off the task. The box just blocks seeing anything. The only way to clear it is to refresh the page. In the past it logically went away when moving away from the task.

    4 votes
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  11. Moving team notice; rearrange "Today" page

    It would be great if we had the ability to customize and rearrange our "Today" page, ideally to be able to move Team Notices to the top so they are seen even above tasks.

    22 votes
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  12. To Do List

    Would love to have the ability to keep a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.

    81 votes
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  13. Show anniversaries in Today calendar list

    In section that shows today's birthdays, also show wedding anniversaries. Maybe section box could be retitled "Special Events" or "Special Occasions".

    8 votes
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  14. Bulk actions in dashboard

    I would love to be able to send multiple clients to search so I can do a broadcast email or note entry. This isn't possible right now on this screen and it sucks the life out of me. HELP! Thank you :)

    6 votes
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  15. watchlist

    Would like to see percentage change on watch list not price change. Ideally both, but if only one then it should be % change.

    3 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  16. customize today page

    In old training videos the TODAY page had the client charts and other "tiles" on the screen. My TODAY page has "tiles" I will never use. I think it would be great to be able to customize the things you can see on your TODAY page to remove the "tiles" you don't need and add things like the Clients graphs or Quick Links that are unique to each user in the database.

    49 votes
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  17. Please create a "real time" view of things done in Redtail that day, like a social media feed

    There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.

    This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.

    It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…

    11 votes
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  18. Add a Dashboard category

    We would like a way to track the number of completed activities each employee has done. Something like in the reports section of the website but we would like it on the home dashboard. Maybe in place of birthday reminders or team notices.

    9 votes
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  19. 1 vote
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  20. 22 votes
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