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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Save Activity Drop Down Option - Save & Print
It would be super handy to be able to save an Activity and immediately print it off. The current method requires us to Save an event, then open it back up, in order to be able to print notes we've entered into the Description section. I enter agenda's for each meeting and always have to save before printing. This would save me so much time.
4 votes -
Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
4 votes -
Add additional contacts when creating tasks
Can we link multiple contacts to an activity WHEN WE CREATE IT instead of only linking one and then have to create and edit to add the second contact?
4 votes -
notification when clients arrive
There should be a way to "check in" linked contacts when they arrive that notifies the user when they have arrived
4 votes -
Telephone support and user feedback
Does Redtail REALLY want feed back? Then have your telephone support representatives input the suggestions we make during our calls. I don't know why software companies insist that the user take their time to search through hundreds of previously submitted suggestions in order to make or vote for a suggestion. This approach is archaic and may have worked back in the day when your users were computer techs offering tech recommendations. But today the vast majority of your users are financial professionals like myself.
More often than not I cannot take the time during the middle of a project to…4 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 -
Activity reporting custom
ACTIVITY DISPLAY. The most important information I need is WHO the activity is form. This is now at the BOTTOM of the activity display ( that I get in email) I'd like to be able to move this information to the TOP of the display
3 votes -
Allow to flag activities for today
Because I share activities with my paraplanner, I need a way to flag activities that I need to complete for the day and to sort them accordingly. I am having up to 60 activities a day due to a large client base and this would be a most helpful feature.
3 votes -
Feature on the calendar to export an event as an outlook event.
So it would be pretty cool if there was a feature that you can click on and that would copy an activity from the calendar and convert it to an outlook calendar item. This would be different from the outlook calendar integration. What I am thinking is, say you have 10 different events on your calendar on a specific day on redtail. You want only one of them on your outlook calendar. It would be neat if I have an option to click a button and convert it to an outlook event.
3 votes -
Add a visual status of tasks on the Activities List
At least add an icon like the exclamation point that means in a holding pattern. A visual status or percentage done on the list of tasks would be nice. Basically, I would like a way to differentiate activities in the list that I am waiting on someone else or some information before proceeding. That way it does not clutter the list of to do's when I am seeing what I need to do.
3 votes -
Reports/Activity Reports/Activities by Contact add writing advisor name to show on the export of the report
If I can filter by Writing Advisor, why can't it show on the report I export? When one Servicing Advisor is working for 3 different Writing Advisors, we need to see which clients are assigned to which Writing Advisor.
3 votes -
Allow user to set up a default for any activity "attendees" to be three people, or a team rather than just that one user.
Saves time and remembering to drop down and add attendees for every activity set up by all Redtail users. Better notification process fro both activity actions and addition of new Notes for a contact.
3 votes -
Activities filter dates-
Activities Filter dates- Would like a default option for open/completed activities filter dates to lock for the user's preferred time period. This option would be accessible in the Preference area like it is listed under Activity Management, so it would only change if selected by the user to switch from default.
3 votes -
Customizing Activity Detail Fields
o Can we create a customized Activity report by owner, by date and viewing other’s activities?
o Similarly, is there a way to see all completed activities for multiple users and contacts in a given time period?
o Can we customize the Type field?3 votes -
A way to set business hours, so activity update notifications via Notify Team only come through by email during that time frame.
I work after-hours, and update numerous activities at night or evening time. I would love if there was a way for users to set their own business hours in Redtail (not from their email), so I can use the Notify Team feature as I go without bothering them.
(My current workaround is to mark the activity title with a symbol, then the next morning, go back into each task I updated, and select Notify Team, then save it again so they're notified.)
The suggestion would be to implement a way to delay the activity notifications so they are not sent…
3 votes -
Activity Location and Attendees need to show in Notes once an activity is saved & complete
Activity Location and Office Attendees need to show in Notes once a meeting activity is saved & complete. This would be helpful for future reference to know which advisor met with client and where did they meet.
3 votes -
recurring activity selecting end date
When selecting the end date for a recurring activity, how about putting the the start date in the calendar box? Currently it is November and I created a recurring activity for January. When I go to select the end date, it starts with the current date in November. There is no case where a recurring end date would be before the start date.
3 votes -
Add FYI for other users to view
Provide ability to add an FYI only for team members alerting them that a task/activity is in process. This avoids having multiple people duplicating efforts
3 votes -
activity categories
Have the ability to delete or hide system generates activity categories or if we cannot delete or hide that Redtail can do on the back-end.
3 votes -
Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private
Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).
We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?
Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.
Lastly, if an activity is private from the creator's…
3 votes
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