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.
111 results found
-
activity disposition (action)
I color code my activities, using green for activities that have yet to be completed, white for activities that have been marked completed. Some activities have not been completed, and will not be completed. I do not want to delete them because I want to see them on my calendar when I review my calendar activities, but I do not want them to be marked completed, nor do I want them to remain green.I look back to prior days on my calendar to quickly and easily see activities that I still need to complete. These are easily noticed since they…
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Birthday report
I'd like to be able to pull an exportable list of clients who's birthday is today.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Linked Notes & Linked Documents to be shown in Activity via date/time stamp
Within the Activities, the Linked Notes do not seem to be sorted consistently by date/time. When referencing the Linked Notes within the Activities, it's sometimes very confusing to figure out which Notes to read in which order so that any Admin can reference to better understand the history and periodic updates associated to the Activity.
This is true also for the Linked Documents as there may be multiple versions of the same document (Unsigned Doc, Client-Signed, Client&Agent-signed, or corrected version(s) to resolve a NIGO).
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Change "Past Due" activity from "Yesterday" to "Past Due"
Currently when you're in a contact record, and you see a "past due" reminder and click on it, it takes you to "yesterday", not "past due". So you have to click on "past due" again. Any chance this could be fixed?
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
To Do:
A blank note pad (Not linked to calendar or contact) to be able to add and delete notes, things to do, etc. There are plenty of "To Do Things that I do not want cluttering up the calendar but need to from a "Notepad" once finished. It would be nice to have this in Redtail so that I have it digitally where ever I go not just on y desk.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
list two contacts when attached to note/activity, not just '2 contacts'
I realize you like to say 2 contacts when both spouses are attached to an activity to save space but I'd love it if you only did that when 3 people are attached. I am trying to be good with my notes and attach both parties so they each have a record of it but then on printed reports, I can't tell who the activity or note is for. So list both names at two, summarize at 3.
42 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Show Calendar Color Code in Activity Details "Type" Drop-down
Show assigned color code assigned per the "Type" of activity selected in the drop down menu within the Activity Detail.
Additionally, an option for CRM Admin to standardize all color codes selected would be nice.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Open Activities
I created a new activity type - outstanding issue to mark those things where we have reached out to the client but not heard back from them so the issue is still outstanding. Normally I'd put this in important information but that field is too easy to ignore (until you fix that, right?). My thought was to just add a date on those activities for the end of next year but I realized I can't easily see that. It doesn't show up on the main contact page, doesn't show up when i click on activities, and there is no quick…
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Turn off email notifications for activities if the only change to the activity is the date (moving it forward--taking it out of past due)
We utilize activities with multiple attendees. If there are no updates to an activity except a date change, an email notification is still sent to the attendees. Date change only occurs frequently in our office and our email inboxes are being inundated with email notifications that aren't necessary. It would be great if there was a way to only send the email notification if there are changes to the actual details in an activity.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
recurring activity
Recurring Activities - when you add a linked note and save for "occurrence" it should only link to that occurrence. not future occurrences as well. (unless you choose future occurrences)
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Invoicing
Similar to the create and activity, would be to create an invoice. After compiling notes those who are billed for planning services, it would be convenient to move right to invoice generation.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Kanban-style "activity" management
Enable drag and drop feature to organize (and view) activity status: To Do / In Progress / Complete.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Linked Documents in Activity from Imaging
It would be so very useful to be able to link a document to an activity from the record's linked Redtail Imaging folders. If you are referencing completing or creating something for a client you can include the version in the activity, only saving it in one place.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Calendar Pop-Up Feature when scheduling actiivities
It would be great when adding an activity, if you could somehow see what events are already planned for that day. This way you won't double book any appointments you already have. I find myself quickly, scheduling meetings from quick add section, but often have to bring up the calendar in another tab to see what is already scheduled for that day.
Would it be possible to have a "calendar pop-up" feature, displaying events on a day, as you key in the date?
Would be handy!
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
21 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Report that will run last Client Review date
Due to the glitch in the next review date. We are missing some of our clients actual review date. Since the glitch hasn't been fixed we need the ability to run a report versus having to go through each client to check to see if they were missed. The report for last activity is not an accurate report for this either. This glitch causes a problem with meeting our compliance date for each annual review.
50 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
List of activities should have a Sort-able Due Date Column
Under the Activities menu item, there should be a column for the due date and you should be able to sort the list of activities by this date, like the other currently available columns. Without it, if you have an activity to call the client in two months, it shows on top when sorting by date, yet it has the latest due date of all activities.
17 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
date and timestamp for activity notes/descrition
We would like to see a date and timestamp for each addition to the notes/description section of an activity
76 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
activities
Be able to set a default activity timeframe that is saved by the user's preference.
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?