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.
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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. Please oh Please put common Holidays on Redtail .. Please

    Please oh Please put common Holidays on Redtail .. Please

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. For Open Activities, please have "Next 12 Months" as an option, as we like to make sure our clients are scheduled for their annual review.

    For Open Activities, please have "Next 12 Months" as an option, as we like to make sure our clients are scheduled for their annual review.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create a new item called Lists

    Create a new type of "task" called Lists that would show up in the left side menu (and dashboard). Could be used to make various lists of clients that all need to be tracked in a similar fashion. It is a pre-activity step. Our advisors would like this so they can keep it separate from activities. Example: list of clients whose accounts need to be re-allocated according to market prices. Not something that can be scheduled.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Recurring Activities

    Add the ability to have a recurring activity to be scheduled on every weekday only. Not everyday that includes weekends.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. follow up

    Follow-Up Rollver if you are unable to get to the follow-up for today or the next few days there should be an option for it to continuously rollover on your "to-do's" until you are able to get to it so it will not get lost.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Money in Motion Activity

    Please add a money in motion activity which allows for multiple tasks and dates with a final due date.
    When transferring in accounts it is nice to allow staff to track the transfer and put in an expected due date versus making multiple tasks for the same process.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Spread activites from bulk add over multiple days

    When adding an activity from a list allow us to spread over work days. For instance when adding calls from a list allow us to spread the calls over so many days or to have so many calls added to a day

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Report that shows activities added last business day

    Report that shows activities added last business day

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to see contact address from within the activity details.

    Have ability when creating an Activity to have the ability within the location field to choose one of the contact's addresses or type your own address.

    Why to I have to have another window open and cut and paste an address into the location when the selected contact's information is tied to the contact?
    Simple fix for big benefit.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. recurring and notes

    If you create a recurring activity, post a note to the activity and complete it , the note you added is added to all recurring dates. This makes no sense - If I am adding a note as to what was done on the activity on December and complete it, why does the December note show on the January activity? The notes should not carry on to remaining recurrences.

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Repeating Activites - Add a "quarterly" option

    Need a drop-down to add the repeating activity as "quarterly". There currently is only: daily, weekly, monthly & yearly. Quarterly needs to be an option.

    10 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Please add to activities the option to Save, Clone and Complete

    We clone a lot of activities, and currently have to save & clone, change info for new activity then when it is set up go back and complete the original activity. It also causes numerous emails on the same activity. Huge time waster. Please fix it!!!

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. moblie task list section

    Add the task tab to the mobile app or make a mobile app with all the features of the main software. Need an easy running task list

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. email notification click and takes you to redtail

    When Email received regarding activities, in the email we should be able to click a link to take us to the contact that the activity is pertaining to.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. add multiple categories

    Please add the ability to link Opportunities to an Activity, link multiple already existing Notes to an Activity, add UDFs to an Activity and/or multiple Categories to an Activity. It would also be helpful to add a Referral box and Membership box to an Activity.

    For example, we just had a new referral from a CPA firm next door to us come in and make an appointment with one of our advisors (who is not in right now). It would be helpful for the advisor to be able to see on the activity in the calendar (without having to click…

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Timetracking

    Currently we track our time by Activity (as well as emails) and bill Advisors for Administrative time. It would be great to have a time section associated with each activity (be able to manually add 5 minutes to multiple hours). Servicing agent added to Emails by Contact Report for a full comprehensive report for Admin Time in a certain timeframe would be great too.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Warning if saving activity that was updated and saved since opened

    If I have an activity open in 2 windows or if 2 people in our office have an activity open and one enters text and saves it and then the 2nd person saves it with different information, the information entered by the first person is lost. We need a pop up warning that says you are attempting to save and are not updating the most recent activity record, so we can prevent the loss of information.

    14 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. 16 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Templates for Follow Up Activited

    Would it be possible to add all of the activity templates when creating a follow-up activity attached to a note? There is only the option for a follow up.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. add primary phone number on to do line thus eliminating an extra click

    add primary phone number on to do line thus eliminating an extra click

    4 votes
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