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.
9 results found
-
email selection flag should remain while viewing a different email
email selection flag should remain while viewing a different email
If selecting emails to delete, ,move or other if you happen to click on an email all the emails selected flags are removed.3 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though!
-
Add meeting date to Workflow view or allow a customized view
I'd really like to be able to customize the workflow view to include the next meeting date for the client.
3 votes -
template activity
LOVE Template Activities, however, when I edit a Template Activity, why does it not automatically update all open activities that were created via the template (whether it's an one-off activity scheduled for the future or recurring activity)?
13 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
-
be able to export workflow templates to excel
Be able to export workflow templates to excel spreadsheet.
30 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
-
Recycle Bin for Workflows so we can recover accidently deleted workflows
Please add a recycle bin or other option to let us recover accidently deleted workflows. Be sure it brings it back in the state just before deletion (all steps, tasks, notes, step outcomes, completed task/step history included).
30 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
-
Workflow tasks - Option to rollover in bulk, Display past due on Today page
The Today page shows the workflow tasks that are due today only. It would be very helpful to have 2 enhancements made to this:
1) Give me the ability to view past due workflow tasks, not just those due today, and
2) Let me choose certain workflow tasks and roll their due dates forward IN BULK to today's date OR another date in the future.
It's currently very cumbersome to manage past-due workflows, especially if I just want to future-date them. I have to go into the Workflow tasks page and change them all individually, which takes about 4 clicks…
119 votesThis suggestion is either not possible or not planned at the current time. Past due workflow tasks are visible on the calendar or the “My Workflow Tasks” from the Today page. They are also visible in the Workflow Task Report.
Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
-
Ability to have recurring workflows
Ability to have certain workflows automatically recur on a specific date or every month, quarter, year, etc .
96 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
-
Template Update Push to Open Workflows
when modifying a workflow process, it would be nice to have the added elements added directly to the client records that already have that workflow attached.
111 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
-
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 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new if desired. At this time, we have an automatic way the emails are linked so as to maintain the full and complete client correspondence with no edit-ability for compliance reasons.
- Don't see your idea?