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!
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.
346 results found
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table editing
I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful
22 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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List the day of the week - Activities
Please associate the day of the week when looking at Activities. It would be very helpful for scheduling purposes.
18 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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Organize task list
I would like to be able to move items in my task list around so they are listed in order of priority for my day. I know I can move things around in workflows, however it would be helpful to order my task list so I don't have to continually scan the list for the high priority items. Instead, I could start at the top of my list and just work my way down.
66 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 completion date in Timeline
Is it possible for there to be a feature or setting that allows the date to be published in the timeline of the day the event was scheduled to occur? Currently, if my boss sees a client on 8/1/17, then he won't update his calendar until sometime in September to reflect that the event has taken place. In the client's timeline, the date on the top right will say that the event occurred on the random date in september that he clicked "completed event", not on the actual date he completed it. When my boss tells me to schedule a…
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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schedule activity for last business day or first business day not just day of the week
I want to schedule a task for the last business day or the first business day of the month or year etc. Only being able to set the task for the first/last monday, tuesday, etc. could create the task a whole week early or late
56 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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save and clone loop
When you click on save and clone on an activity you opened from the calendar you get a new window for the clone activity (I use this for the followup actions from an appointment). When you save the new cloned activity, the screen reverts back to the original activity - upon clicking on complete you end up back on the cloned activity (if you hit cancel you wind up back on the completed activity) - once the clone is saved and the prior activity has been completed you should end up back to the calendar page where you started.
19 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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Trying to add a linked account to an activity
When I try to add a linked account to an activity, all of my client's accounts appear but they are not in chronological order. This makes it very difficult to find the right account and wastes a lot of time. Please put the linked accounts in order so they are easily found.
7 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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save activity
When posting a note or activity it would be helpful to have a save button near the text box so I don't have to scroll down to bottom of page to save.
42 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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Hover over appointment for location details
Please include location as part of the details that pop up when you hover over an activity on the calendar.
38 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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calendar activities not showing the entire title
Attention Redtail Team: The activities on the Calendar REALLY need to list the entire description of the activity without hovering over it. The text NEEDS to wrap!! Are you guys working on this? This has probably been the number one complaint since the update. We've already missed a few things for appointments because WE NEED TO SEE THE ENTIRE TITLE!! Please get on this ASAP!
32 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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Assiging multiple users to a task/activity
Prior to your latest release, we used to be able to assign 2 users to a task/activity right when entering the task. Now we have to enter the activity, then go back into it to assign a second person to it. This leaves room for error and makes what used to be a one step process, a 2 step process.
31 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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updating completed activities
Why is there a save button when viewing completed activities - If you amend a completed activity and click save you get an error message telling you to uncomplete the activity first - If you can't save an update, there shouldn't be a button or you shouldn't be able to enter any information without uncompleting first.
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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Contact name should show first for activities
The name of the contact should be the first thing we enter for a new activity. We prefer to use a simple flow:
- Who's it for?
- What's it about?
- Who's owns the activity?
When we open a calendar entry, the first thing that shows up is the Subject when the first thing we want to see is the Contact. Also, when our calendar gets full and appointments are stacked, we don't see names. It would be nice to see the client first from the Add Activity screen through the "More Details" screen for the activity.
Maybe this can be achieved…
96 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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Create and Edit Email Notification
When creating a new task if I hit the blue button, (create and edit) I dont want the assignee to be notified until I complete the edit. What happens now is I hit create and edit and the assignee gets an notification email then when I save they get a second email. Turning off the initial notification doesnt make sense because sometimes I just create the activity and I dont need to edit. Hope that makes sense. Basically if we hit the blue button for create and edit, it should delay notifying the attendee until I am done editing and…
12 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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Email Notifications at Time of Activity
We receive and email notification at the time the activity is created but we should be able to receive another email when the activity is to be started!
This would be especially useful when an activity is created months ahead of time. Not everyone checks the overview regularly and it can also look very overwhelming when there are a number of activities. Receiving an email on the day it is to be started would reduce or eliminate the chances of an activity being overlooked.
44 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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Why do I have to filter my dates in activities every time I sign into Redtail
It should automatically stay that way. Another inconvenient time consuming thing in Redtail!!
18 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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Searchable activities on Dashboard/Today's Overview
It would be good to be able to search Activities on Dashboard or Today's Overview to find particular activities for multiple clients (such as spouses or employees of the same company).
75 votes -
Activities / Workflows repeating on month, quarter, period end
Need to have workflows and activities that can repeat frequency on month end, quarter end or a designated period end - i.e. this activity is to tie to the last day of each month - since the last day is either the 30th or 31st - not all months have the same ending date, so the way RedTail is set up today this is not able to be created - the fix is to have the activity repeat the 1st of each month, but that is confusing to our people
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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Activity report based on date activity was created
We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.
77 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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Phoning List
It would be really nice to have a feature just for calling clients. It would be a list of prospects or clients you are trying to make appointments with. It would allow you to click reached or not reached. It would also allow you to click "appointment made", bringing you to your calendar to schedule a good time to meet. It would also have a notes section so you can keep track if you left a message or not OR to leave information talked about during the phone call. These notes would attach to the prospect or client's file. There's…
11 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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