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.

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  1. Have the ability to set "Favorite Attendees" list.

    These people in the office would be at the top of the attendees list so there would be much less scrolling for users with larger office groups.

    6 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. task rollover

    It would be helpful if tasks could be set up to automatically rollover (rather than having to manually move them) to the next day, week, month (however the user wants to set it up) if they are not marked as "completed".

    7 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Activity text notification

    Advisior could choose to receive a text notification/reminder for an upcoming activity (meeting) a day before the activity and maybe another the morning of the activity/meeting.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. activity description notes saved when multiple people in the office are writing simultaneously

    When multiple people in the office have the same activity opened and are updating the description/notes, please create a way for them to see the notes being typed so when one advisor saves, the other advisor doesn't override their notes when saving.

    7 votes
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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Activities listed under Things to Do Today, show New next to any activity that is updated. I would like the option to turn this feature off.

    Activities listed under Things to Do Today, show "New" next to any activity that is updated. I would like the option to turn this feature off.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Activities to the Left Side bar under Today

    This would allow me to quickly navigate from Today's tasks to Past Due tasks. All of my scheduling of client meetings is arranged through these Tasks, and anything I can do to eliminate clicking and waiting on screens, the better.

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Activity Description Color Coding

    Activity Description Toolbar: Add font color/highlighting.
    When adding notes to the Description in Activities, it would be incredibly useful to have the option to change the font color and to have highlighting capabilities. Thank you!

    11 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Activity Linked Documents

    Linked Documents that are loaded into activities should also be available under the CRM Document Storage to eliminate the times it neads to be loaded and for cross-referencing.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add More options for your filter search

    When sorting through COMPLETED activities in the NOTES section, there should be an option to list them by the start date too. Its so hard to sort and filter through those past tasks when it just lists them by the date of completion. Please add more options for filtering activities or notes.

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. it would be nice if there was a button to click once on activities to show them as cancelled

    It would be helpful to have a cancellation option under activities for cancellations

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. appointment

    When quick adding an appointment it would be nice to have the ability to add the location in the quick add box rathing than having to save it before you add the location.

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adding an option to link a workflow to an activity, when adding an activity to the calendar

    Adding an option to link a workflow to an activity, when adding an activity to the calendar

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add follow up activity from activity screen

    When completing an activity, have the option, to save and complete and add a follow up activity.

    2 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Activity View in Contact Tab

    Please change the view of the activity section under a contact - when an activity is completed, I would like to see the comments on the activity on the main page, as well as if there are documents linked WITHOUT HAVING TO CLICK EDIT. Is there any way to view the summary page of a past activity without clicking edit?

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities.

    Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities so all details for a trade action are together, new account is together, etc. I was very excited when I went to a Redtail meeting and explained what I needed. I was told about the save draft feature but I was quickly let down when I returned to the office only to find it works on notes and not notes within activities.

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. copy and paste in completed activities

    Once an activity is completed, you cannot copy any of that information unless you "uncomplete" it first.
    We need to be able to copy what is written in our completed activity without uncompleting it.

    30 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add a "Search" box for activities NOT related to a specific client. Ex: Renew Securities License

    Add a "Search" box for activities NOT related to a specific client.
    Ex: Renew Securities License

    3 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Provide the ability to link only certain activity categories to particular activity types

    It would be very helpful to link activity categories with certain activity types. There are some categories that only apply to certain types, yet our users are presented with the entire list. So, many times, users select the incorrect type and it affects data integrity.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Activity Details

    When in activity details I would like to view documents without having to uncomplete the activity.

    10 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Filter for Activities section

    While in a contact record, I would like to be able to go into the activities section and quickly filter based on activity type. For instance, if I want to quickly see a list of prior meetings, having this feature here would be very quick and easy as opposed to the cumbersome process of creating a report and selecting all the various filters.

    13 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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