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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. email for date activity is due

    Create an option to send an email on activity due date.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. notes in activity

    It would be nice to be able to see all the notes, together, for a particular activity within the activity at least until the activity is marked complete. They tend to get mixed in with other notes in the notes section and it's hard to tell what is happening in that activity.

    Or, it would be nice to have a button that would add the current date and time stamp to items typed in the description field.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. in progress

    Please add a "in progress" option for activities... right now we have the ability to create an activity and mark it as complete, which makes it impossible for teams to see what is being worked on vs what is falling behind. Ideally, the calendar should show opened, in progress and completed activities in different colors so it's easy to tell what is where.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. add a team to a task

    It would be nice to have an option of adding a Team to an activity or task when creating or editing as opposed to just one person at a time. We have teams that consist of 5 employees so it's a waste of time to add each one individually for every task when we could just add their team in 1 fell swoop.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. save without closing

    I like the save and close but would really still like to be able to save notes and activities without them automatically closing. I often have the text portion half written when I click off by mistake, or want to add a document, etc..

    How about "Save & Continue" option in the Save Dropdown?

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Highlighting text feature

    Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Task feature with pop up reminder

    it would be nice to add a task and let us decide if we want to add to calendar or have an individual task view. I'd like to add tasks for subordinates as well.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. color text in activity

    Would love to be able to change the color of the text within an activity. We make our notes for action items after meetings and I would love to be able to add a note in red out next to it that each items was completed.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. email reminders on the date the task is due

    Our advisors would like RedTail CRM to email them on the day an activity is due, not when created, updated, or completed. They would prefer not to have to go to RedTail every morning to check for activities, workflows, etc.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Please add back the task repeat options. I would like to set up a task to repeat yearly on a specific day, not date.

    You recently took away several task repeating options, please add them back so I can choose how often and what day to repeat our tasks. The only option now is to repeat on the exact same date each year. This doesn't work since that date could be a Sat or Sun on the following year.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Activity Owner vs. Attendee Permissions - Prevent Unauthorized Editing of Activities

    We would like to see an ability for "lock editing" on activities so that *Only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.

    There needs to be a way to set permissions on an activity for users…

    For example, I need my co-workers to See my activities, but I do Not want them to have the ability to Edit my entries.

    "View only" permissions...this is a common feature on Outlook and Google calendars. It is an expected capability and should be a standard…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. When adding Linked Notes to a Calendar entry - It would be nice to have the feature like in notes to add an attendee

    In activities when you open a TODAY activity and add a linked note it would be great to add the feature like just adding a note:

    Main feature would be adding attendees to view that note.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. I would like to be able to change the sort order of the activities on the contact overview page

    I would like to be able to change the sort order of the activities on the contact overview page. Currently they are listed from oldest on top to newest on the bottom. That is a problem when there are 30 activities listed and the current one I need is buried on the bottom. I would like to be able to see the most current activities right when I open the page. This would avoid me having to scroll to the bottom or have to click the activities menu on the right.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Advanced Activity Filtering

    Multi-level filtering of activities.

    For example, filter by priority, then filter by activity type WITHIN the priority order. Meaning "Priority" would be Filter Level 1, and "activity type" would be Filter Level 2.

    Currently, can only filter by one thing at a time.

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. 14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Let us edit the locations in our database

    Let us edit the locations in our database

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. location

    Add location to activity template

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. link activity template automatically with note template

    When using a Note template, we can select Create Follow-Up Activity so it will automatically initiate a new activity, but if we could predetermine the activity template that would be best.

    For instance selecting a note template for RegBI Conversation - it would be great to allow me to open the RegBI Tracking Activity we have set up in the tracker.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add additional contacts when creating tasks

    Can we link multiple contacts to an activity WHEN WE CREATE IT instead of only linking one and then have to create and edit to add the second contact?

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 32 33
  • Don't see your idea?

Feedback and Knowledge Base