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. Why is Cash app phone number useful for cash app users?

    You may find the usefulness of the Cash app phone number. The needs usually arise because of the cash app's unexpected troubles. People should know how to reach the service team on the requirement to resolve the tech issues of the cash app. such a condition is required to manage the cash app account effectively with clan mind. The service team has the full strategy to provide relief for cash app account issues.
    https://www.customerservicehelp-number.net/cash-app

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. past due activities view should be default view

    When looking at Today, I'd like to see "Past due" as well as "tue today" activities as a default

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Copy Activities to another user like you can Notes

    have the option to Copy Activities to another user like you can Notes

    6 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. List Company Name on Dashboard when dual contact

    When 2 or more contacts are tired to an activity, all you see is "two contact" It wold be helpful to have the primary company shown, so we n=know what company its for. and then just append (2 other contacts)

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Force or remind to input linked contact

    Too many times people make appointments from the calendar and do not put in a linked contact and the automation workflows don't trigger correctly; they have a blank linked contact. Can you add a message prompt to force or just remind to add a linked contact in the initial input window? I already know it's best practice to go to the contact first...but the reminder to link a contact if blank would change my life. :-)

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Client tasks/Activities

    We have run into a problem of trying to keep track of what exactly is pending from the client. For example, client says they will provide us with a copy of he/her 401k statement. After following-up a few times, it is left in the client's hands to get that to us without leaving an activity on someone's list. But when we meet with the client again, it is tedious to recall what all was outstanding with the client. Especially if it is several pieces the client has just randomly provided. If there was a "Client's Tasks" or to-do. We could…

    12 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. vvvvvvv

    We schedule a lot of client meetings on our calendar and there are 4 reps working on this calendar. I am the one to go in and "complete" out the activity for all appointments. Seems to me there should be a quick link button right there on the calendar to complete it. Each time I have to click on the appt, then go in and scroll down to save and complete. Then it reloads the whole calendar again... thus losing my place. It would be very handy to have this option. On the contact side, there is a drop down…

    2 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. list client name at the top of activities and notes

    Currently, The client name is listed at the BOTTOM of notes and activities in the history. I would prefer that it be listed at the TOP in this section:
    CLIENT NAME
    ACTIVITY DATE TIME
    TYPE
    SUBJECT

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Categorize activity to-do list

    Be able to categorize the activities on the main "Things to do today" page. By being able to keep certain categories of tasks together on the activities page, will make it easier to find tasks when looking through 20+ tasks. Can do this by creating folders or subcategories within the activities.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow activities to automatically roll forward every day

    We just transitioned from ACT. In ACT all activities that were not completed during the day automatically rolled forward to the following day. There was no need to check for incomplete activities in ACT. It would be very helpful to incorporate this feature into RedTail.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Completed by

    Perhaps we can add a “completed by” line to reflect on the details box? this would be helpful for shared users to know who created and who completes the task rather than digging way down in the time line .

    Created by: abc

    Created date:

    “Completed by:xyz”

    I would prefer to see it on the front without having to dig too deep.

    Like when you look at the notes section of a contact. It shows completed activities, start date and complete date but not who completed the task.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow us to add more than one contact when scheduling an activity.

    Don't limit the number of people you can link to an activity when initially setting up the activity. It's very inefficient to have to go into the activity to add spouses to review appointments.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Viewing Account # on Activities Dashboard

    When viewing the list of open activities it would be EXTREMELY useful if the linked account to the activity would show. Personally, the location feature is not useful to my firm. Either in place or besides that would be very convenient.

    As of now, the only way to view the account linked to the activity is by clicking on the activity and opening it.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. How to convert PocoMail to outlook?

    If you are searching to convert PocoMail to outlook software, then trying sysinspire MBOX converter software, This is the most successful software in the online market, it can migrate multiple PocoMail to PST or MSG, EML, EMLX, YAHOO, OFFICE 365, GMAIL, and HTML file without any modifications in PocoMail data. The converted PST file from PocoMail is in Unicode form, so it's simply open in all versions of MS Outlook 2019, 2016, 2013, 2010, 2007, & 2003. It can also offer a free demo pack in which users can export initial 25 items of MBOX to Outlook PST or required…

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Under Activities, Displaying Both names rather than "2 Users" .

    We have numerous couples that are clients. When assigning activities, I must do a 2-step process in order to get them both on the activity. Once both clients names are on the activity, the activities section shows "2 users" linked to the activity rather than both names forcing me to do ANOTHER step in order to view who the activities belongs to. Can we please change the "2-users" to display the actual names of both contacts tied to the activity as well as the "assigned" users to display the agents working on the activity.

    This would be very helpful and…

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Linked Accounts for Activity customizable information

    When viewing the linked accounts to an activity, you can currently only view the account number and the Company name.

    For an RIA who maintains one custodian relationship, seeing the company name is quite useless.

    It would be helpful to change this in our preferences so we could see the Account Number and Registration or, if not the Registration, then the Account Number and Account Type.

    7 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. move completed activities from one spouse to another

    When a client passes away, it's our practice to move all of the completed activities to the surviving spouse, if the the deceased client was head of household. I'm currently in the process of doing this and there are 90+ activities to uncomplete and move. It would be nice to select all of the activities, open and completed, and move them over.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Reoccurring activity to occur on the first business day of the month, etc

    I would like a way to have a reoccurring activity to happen on the first business day of the month, quarter, etc.

    Thanks

    D

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. run a report based upon creation of an activity

    would like to be able to run a report based upon the creation date of an activity

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Alarms. Allow us to set how long before our activity we want the alarm to go off.

    Alarms. Allow us to set how long before our activity we want the alarm to go off.

    8 votes
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