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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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!
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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!
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Linking Activities, Workflows, Notes, Documents, & Opportunities
Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.
Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.
Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.
Add ability to link multiple Notes to Activities and Workflows.
Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.
Add ability to link Opportunities to Activites…
336 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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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!
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Open Activities from Today screen - order of Past Due
When you choose "Past due" activities, it starts with the oldest, and separates them onto multiple pages. When you try to order newest to oldest, it only orders THAT PAGE, which is useless. I need to see my Past Due from the most recent to the oldest. There is no way to do that efficiently. You have to find your last page, order that page, work through that, then go to the next page and work through that. It's very clunky. Please allow ALL Past Due activities to be ordered from newest to oldest, not just the current page.
279 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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!
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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!
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adding multiple contacts to an activity
This is a duplicate of other requests but until you decide to pool similar requests......
When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!
120 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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save clone and complet activity
Please give us the ability to save, clone, and complete activity in one step.
33 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 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!
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Timeline
Love the timeline feature, but I wish each item included the client name as well as what was changed.
101 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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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!
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Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
20 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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Activity Notes Linked to Account
For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.
36 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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**Please don't classify activities as past due until after the end date**
If I create an activity that needs to be finished by the end of the month, it shows up as past due every day and I have to manually roll it over each day.
Use the end date entered when creating the activity to determine when an activity is "past due"
Or add the ability to set things up this way when creating an activity.
106 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Reminder to Save activity
When working in an activity either creating or updating, it would be supercalifragilisticexpialidocious if a box popped up asking if you want to save it when you have not as typical products (like Microsoft) do. Please, please, please make this a priority! I searched but could not find it on earlier recommendations which surprises me because I was told by the RedTail executive at our National Conference that there had been much feedback asking for this after Tail Wag came out. That was in June...
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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Things to Do Today
The items in this section should remain on "today" until either completed or the deadline that we create has passed. For instance if I create an item yesterday to be completed by tomorrow, it's still a "thing to do today" and not yet "past due" or "upcoming". If this can't be changed, this section should be changed to "Activities CREATED Today" to be aptly titled for what it is doing. If changed, this would be a very useful working task list. As is, it seems very limited in its functionality. Seems like a very simple fix, just to change the…
26 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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Activity Report - Linked Contacts - can sort online but doesn't in PDF
It would be great if the PDF report could print Linked Contacts alphabetically A to Z. I can sort A to Z online in the report section but when I select PDF it scrambles the names up so what I see on my screen does NOT match printed version. So frustrating!!! Also, if there are 2 linked contacts it prints "2 contacts" and not the names.
12 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Full date display for activities
Please Please Please start using the full date and year, not just the day or month and day. It is so easy to get this confused when trying to sort out activities. Reviewing a list of future activities and past activities is my best way of getting an overview of what's happening, and I have to pause to figure out what date and/or year I'm looking at.
62 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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noting tasks
it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well
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!
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