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!
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346 results found
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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.
6 votes -
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 -
My small company needs a method to post an activity that needs to get done without a specific completion date but with reminders
Some activities don't have an exact due date, but will get done as soon as possible. Therefore, I don't want to have to put in an end date and yet I want reminders that it is a pending activity.
1 vote -
Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private
Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).
We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?
Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.
Lastly, if an activity is private from the creator's…
3 votes -
activity categories
Have the ability to delete or hide system generates activity categories or if we cannot delete or hide that Redtail can do on the back-end.
3 votes -
I would like to be able to export or print the activities/subject that I have checked.
I would like to be able to export or print the activities/subject that I have checked in order to do a specific subject query.
1 vote -
Add activities to left menu bar
Separate appointments (or events) from activities. Task activities don't belong on the calendar and take up too much space at the top of the calendar. A separate activities section that lists lists all tasks like Outlook is desperately needed.
114 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!
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Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
4 votes -
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!78 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!
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automation for activity updated
Add to the Automation Template process for if an activity has been updated to automatically send an email to a user selected.
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!
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Strikethrough option
Please add a strikethrough font option for the description part of activities and tasks
21 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!
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Add FYI for other users to view
Provide ability to add an FYI only for team members alerting them that a task/activity is in process. This avoids having multiple people duplicating efforts
3 votes -
23 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!
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Link Activities From Calendar Integrations to Client Record via Attendees
Most firms include clients in a calendar invitation for a scheduled meeting as attendees by adding their email addresses. A smart feature would be to automatically link synced activities from the Retriever or O365 integration to the client record if there is an email match for an attendee.
13 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!
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While RT "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great.
While RedTail "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great! Potentially grant an admin the permission to create a team room, and assign appropriate members to a private team as a collaboration tool.
13 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!
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when linking accounts to activities can you add ability to link multiple accounts at a time
when linking accounts to activities can you add ability to link multiple accounts at a time
46 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!
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Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group
Link Workflow to Activity Templates so that you can see the task for the group, along with notifications and attaching supporting documents in workflow.
21 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!
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Add field for duration to indicate time spent to complete a task - non-scheduled activity
Add a field for duration to indicate time spent to complete a Task (i.e. non-scheduled, non-time delimited activity). Allow this field to be completed on each step of a Workflow in order to track time spent on various tasks. This field should be exportable along with contact, user, category, subject, duration, and date in order to review time spent per contact. This married with revenue per client will enable analysis re: profitability/client and productivity per user.
9 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!
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notification
If an activity is created by user A and assigned to User B. It would be nice if when user B completes the activity user A could be notified via email as if there were an attendee on the email.
It would be great to have a box selection for this when the creator generates the redtail and assigns it or that be the deault on the activity is created.
6 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!
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Color code tasks from the Dashboard, not just the Calendar
I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.5 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!
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