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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simple checklist
add a simple checklist feature that works like microsoft ToDo. This could be daily, could be assigned to an assistant, or could be ongoing.
9 votes -
recurring activity
Please add back the ability to choose a recurring event on a specific day of the week, like every third Thursday or last Friday of the month. I noticed this is no longer an option as of June/July 2020.
9 votes -
Upload documents to Activities would be great, just like how we can now upload docs to notes
Attach docs to Activities
9 votes -
allow for a follow up to be created when you complete an activity.
allow for a follow up to be created when you complete an activity, something similar to the new notes follow up where you check the box and it carries the information forward with the new follow up activity. sometimes we complete an activity but it creates another follow up and a new activity but we have to go back and totally recreate it.
9 votes -
activity completion timeline
I would like to be able to run a report that would show me the timeline for how long it has taken for when a task was first assigned and then ultimately completed. For example, if opening a new account was assigned on 1/4/2021, and the action to actually start that process begins on 1/15/2021, so the account ultimately gets opened on 1/31/2021. It would be helpful to be able to run this report by client as well as by Attendee/ as well as by Writing Advisor.
9 votes -
Alarms. Allow us to set how long before our activity we want the alarm to go off.
Alarms. Allow us to set how long before our activity we want the alarm to go off.
9 votes -
Icon to show another user is in the same activity as you
We have an issue where two or more users are in the same activity at times (unaware someone else is in there as well) and because of this, notes that we type in are not saved. Can you show an icon or box or something to show that there is another user in the activity at that time? I know it would be difficult to save both user's notes or show real-time updates without saving, so an icon or notification would be great!
9 votes -
Group Activities Together/"Umbrella" Activities
I would like to group activities together. Meaning, if the "umbrella" activity is to evaluate insurance coverage, I would like to have sub-activities for the individual insurance policies to evaluate. We have a client who is considering long-term care coverage and there are several insurance policies that could be combined to do so, but there are action items associated with each. If I would put those individual activities under an "umbrella" activity it would allow our team to be better organized. Right now there are four activities that are all under the same purpose of evaluating coverage, which makes it…
8 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 activities
Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.
8 votes -
Retriever Cloud Include the linked contact in an activity in the Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)
I need to be able to see the name of the linked contact when adding activities in Redtail
This has to do with the new Retriever Cloud - Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)8 votes -
video conferences
Partner with a video conference company to allow videos through Redtail
8 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 -
be able to set display preferences to show the date of an activity, not the day of the week for activities that are within the next 7 days
On the dashboard, when I click on the 'activities' tab, and set it for open activities - past due and xx time into the future, i don't want to see "Thursday" "Friday", etc on activities that are in the next 7 days. I want to see the exact date, even if it's tomorrow. Can this be a preference that I can set for my dashboard display?
8 votes -
Add account number field when creating an activity
We always have to click "create & edit" to add account numbers to a task. It would make it a lot quicker if we could just have an account number drop down field in creating a task so we can just click "create activity".
8 votes -
Ability to move all pending and completed activities from one contact to another. I
Ability to move all pending and completed activities from one contact to another. I am changing a head of household and want all activities to be moved to this contact all at one time, not one at a time. With the completed activities, I have to uncomplete them and then change the contact and then complete again.
7 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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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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Birthday report
I'd like to be able to pull an exportable list of clients who's birthday is today.
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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notify and save
It would be nice to have both the option to save an update to an activity without notifying other users and also have the option to save and activity and notify other users. Automatic notifications every time the activity is updated creates a lot of unnecessary emails, but I wouldn't want to lose the notifying functionality.
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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activity
Activity templates. I can assign those templates to a user only. We want the ability to assign certain activities to not just a user, but the CSA or Team.
7 votes -
Activity duration field choices
The default Activity duration under 'Preferences' is limited to choices of 15 minutes, 30 minutes, 60 minute. Can you please add 45 minutes and 90 minutes to this list? thank you.
7 votes
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