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.
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346 results found
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Under "Open Activities" Please add a column for the date the activity was made
Under "Open Activities" Please add a column for the date the activity was made
23 votes -
checkbox
Add the ability to use check boxes and drop downs within Activity Templates.
14 votes -
activity in use alert
If 2 people are editing an activity at the same time it messes up what information is saved. There should be an alert like there is in word/excel such as "activity is locked for editing by user1, would you like to open a read only copy?"
25 votes -
Documents linked to notes that have a linked follo up activity should show on the activity as well.
Right now we have the option to upload documents to either a note OR it's related activity. Documents linked to notes that have a linked follow up activity should show on the activity as well.
24 votes -
Mark Activity Incomplete or Canceled
Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.
I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!
31 votes -
CSA in Activity Attendee Drop-Down
Add the check box for "CSA" in the attendee drop-down inside each Activity to easily assign it to the CSA that is already assigned to that client, that way we don't have to go lookup who it is first.
17 votes -
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 -
Activity Template
Allow activity template categories as an easier way to organize our seemingly endless list of activity templates. Maybe allow them to be categorized by department or team
16 votes -
scheduling reoccurring activities
There used to be more options for scheduling re-occurring activities! I have client who don't always want to meet every so many days/weeks/or months.... we like to select a certain day every April and November for instance. Can we have those options returned please???!!! When the changes were made it removed A LOT of activities off our calendar and clients are getting confused now.
19 votes -
activity font
It would be helpful if we could change the default font, to a larger font, in the body of the activity.
17 votes -
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 -
Tasks in Redtail
Would love an easier way to assign tasks to our team members. It's annoying to have to add tasks as an activity, then it just adds more to the calendar than is needed.
12 votes -
Please add
Please add "Forever" as one of the date options in the drop-down when searching activities. For the time being we have each manually entered a random date hundreds of years ago to a date hundreds of years in the future, though it was be much simpler to have a "forever" or "all" button.
16 votes -
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
7 votes -
It would be most helpful if a newly assigned activity be marked as new and stay that way until it is opened for the first time by the user i
It would be most helpful if a newly assigned activity be marked as new and stay that way until it is opened for the first time by the user it is assigned to, much like an unopened email. The new activity would stand out ensuring it is not missed by the user. A priceless tool when many activities fill a user’s “Things to do today” page.
8 votes -
add a fix to stop recurring activates from duplicating/mulitplying in outlook calendar
it would be nice to be able to have a recurring activity download to outlook calendar and my cell phone one time rather than have it multiply the activity dozens of times in outlook. this is extremely frustrating
11 votes -
Link Activity to Another Activity
We would like to ability to link activities together so if we are working on several items that need to move forward together, we could move the date forward on the "Activity Group" because we will need to work on all of the Activities in the Group on a single day. But we want to manage the separate activities individually as well once we unlink them.
27 votes -
View activities by household
It would be nice if we could see activities per household instead of per individual contact record and marked which contact the activity involves (both, person A or person B). This would reduce lost activities per household without having to switch back and forth between contact records. Especially now, some household members handle their investments individually and some investments together.
27 votes -
Method for tracking time spent on a client
You really need some easier way to track time spent on clients so we can easily determine who's profitable or not.
5 votes -
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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