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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  1. Optimize Tailwag to work with Microsoft Edge Browser

    Hopefully this is already on the Redtail agenda. Whereas Tailwag works in Edge, formatting is lost in activities. For example, hard returns are removed from formatting in activities for one big run-on sentence. Otherwise, many features work much better in Edge than IE or even Chrome. It's generally less buggy.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. ...make the 'current field' much more obvious

    When navigating around the screen, the ACTIVE FIELD needs to be MUCH MORE OBVIOUS. Bold, highlighted, outlined in a specific/reverse video color, something. Yes, we can click on whatever field we need to be on, but to just look at the screen the user should be able to see WHERE he is.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.

    The drop down menu is active even when the "tax qualified" box is not checked. It therefore should include options for "Non-Qualified" and "Non-Qualified Joint." We should not have the sole options of using "other," or simply leaving this field blank.

    20 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Hit Escape to get out of Important Information

    As a devoted user of Important Information, I sometimes fill the field with a lot of information, which means having to scroll down the page to get to the bottom to hit Close. If I want to take a quick look (most important/used info is at top), I have to scroll all the way down to hit Close.

    Please enable the Escape key to quit the field, as is done in the Activity window, Quick Add, Help, etc. These fields also have a Save option, so I don't see why Important Info is any different. It would be a real…

    10 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Trash Can

    Why not put a trash can icon next to the plus sign on the top menu bar, and allow us to drag deleted activities and other deletions to it?

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. When creating new activity, give users the option to make the "more details page" the default.

    Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.

    Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.


    1. Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to…

    720 votes
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    64 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. 4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 35 votes
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    6 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. There should be a drop menu for subject

    There should be a drop down menu for subject when you are creating a task, appointment, etc. for common or repeated subjects. ie: Call & Confirm, Annual Review.

    15 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Concurrency in Lockout

    When two people open the same task, it only saves the information from the first person to open the task. There is no warning given that the task is already open. There is no warning given that the information is not being saved.

    16 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Addd a QUICK Advisor/Assistant To-Do-List button

    Addd a QUICK Advisor/Assistant To-Do-List button

    12 votes
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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Linking contact from Activity

    When linking a contact from an activity, the seach box comes up to find the contact. However, the search must be clicked on before typing. This is inefficient. Please have the search box selected so that additional click is not needed.

    6 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sort tasks by the time and day created, rather than just day.

    This will keep tasks in FIFO (First In, First Out) order for assistants servicing multiple advisors.

    2 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. When an activity is completed be able to add a follow up activity. Phonne call made on a date - appointment follow up for a date in the fut

    When an activity is completed be able to add a follow up activity. Phonne call made on a date - appointment follow up for a date in the future

    5 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Another Way to Schedule a Repeating Activity...

    For example, I'd like to be able to schedule a repeating activity on the first day of the month or the last day of the month, whenever that may fall versus "the first Sunday" which can be 6 or 7 days into a month.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Appointment Confirmation Button on Activity Screen

    Can you add a button that would generate an email appointment confirmation with the details in the activity screen?

    36 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add "Complete & New" in Actions as in previous versions

    As in previous version, while in an activity, under "ACTIONS" add back the "Complete & New" option (there are only Complete/Delete/Timeline now)

    10 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. add updated by "name" to calendar activity

    it says "created by: name" but then "last update: date" knowing the date and time is great but we need to know who did the updating.

    11 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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