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. Daily Briefing Email

    It would be nice if there was a daily briefing email that would go out in the morning and give users a breakdown of what they have on their schedule for the day. I know I would like to be able to plan for my day at the office while I drink my coffee at home. It would also save the day if an admin scheduled an appointment that an advisor wasn't aware of that day.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. order activity templates

    I love the activity templates, and they are an awesome alternative to workflows when a workflow doesn't work! We'd love the ability to order the list of activity templates so they can be organized by the order we do our work in. We've already created so many that it is like finding a needle in a haystack.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Show when an attachment is on an activity

    Have an icon, such as a paperclip, next to any activity that has an attachment associated with it. This way, users can see if attachments are there without going into the activity. Easy way to know if there is something additional to review that is associated with the activity.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Let us know if more than 1 puser has open or is updating a task, we need a warning

    Let us know if more than 1 person has open or is updating a task - We are accidental saving over the top of each other and loosing information.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
    Example of an incident that occurred...I knew when I left yesterday that I had no outstanding activities. This morning I didn't check my past due. An advisor had tagged me in an activity yesterday that I was unaware of.

    10 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Cloning

    When cloning reoccurring events, please don't make the reoccurring event that was cloned lose its reoccurring nature. Also, please add the ability to make the cloned event reoccurring also if the original activity was reoccurring. Thank you!

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow users to set default filter for the "past due" activities screen

    Allow Preferences to set a default option on filter on activities so that users can choose a option of their choosing when they click on past due from the Today page.

    Or it would be better to have an area where you can default to see all past due and current activities on the Today page.

    27 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Retriever Cloud Include the linked contact in an activity in the Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)

    I need to be able to see the name of the linked contact when adding activities in Redtail

    This has to do with the new Retriever Cloud - Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. default duration for activity template

    Please add a default duration for activity template -i.e. 2 hrs.
    Also, even if I don't click on "all-day" in the template, it still defaults to all-day when I'm creating a new activity.

    11 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Task lists to appear as "boards" as in Microsoft Teams or Asana

    Would love a user friendly "Boards" view for project management tool similar to Microsoft Teams or Asana.

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Show options for follow up activity with note template

    Would like to have a default specific date option i.e follow up in 5 days so I dont need to enter follow up date each time a templated note is utilized.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. report for draft notes

    Would like ability to filter and screen for draft notes for database. There should be a way to query any unfinished draft notes to close the loop.

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. add privacy option to activity templates

    add privacy option to activity templates

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sort Notes and Completed Activities by Date

    Can you please put in a feature where there is an option to sort the completed activities by start date rather than just completed date?

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. 6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Prompt to save activities and other tasks before exiting

    Is there a setting or default that can be put in place to prevent leaving an activity or other task without saving? We sometimes do this inadvertently and it would be great to get a prompt as with other programs.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. date default

    When updating activities or reminders, dates entered with 2 digit years xx/xx/xx are system entered as xx/xx/19xx, can this be updated to xx/xx/20xx for any dates going forward?

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Link ALL accounts to an activity with one click

    In some cases, such as portfolio reviews, ALL accounts for a client family are involved. It is very cumbersome (and time consuming) to have to click each individual account to link them to an activity. It would be very nice if you could add a "LINK ALL ACCOUNTS" button to the activity link page. Thank you for your consideration!

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. It's time to FIX this "Data Input Disappearing from Activities" problem!

    You have pages upon pages of complaints about this, dating back to year 2016, and four years later, the problem is still that when we add notes into an Activity, unless we remember to scroll down to the next screen and "Save Activity", those notes disappear. It doesn’t just happen when leaving RedTail; it happens even if I don't leave the activity! All I have to do is upload a document, or add an additional contact, and my notes are GONE. ADD AN AUTO-SAVE ALREADY! (And, FYI, adding "COMPLETED" to your reply to some of those complaints is inaccurate and…

    15 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. view open and closed activities on one screen

    Would be nice to be able to see all Open and Closed activities on one screen, vs. having to toggle or filter between them both (or an option to do so for those of us who like that). Maybe with a status running down the side of "open" or "closed" to differentiate between the two. When preparing for a client meeting, it's nice to be able to see anything overdue, upcoming and what we've done in the past for the client, without having to look at multiple screens.

    6 votes
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