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.
257 results found
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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.
42 votes -
Activities - Show On Main Page Past Due And Today's Activities
Activities - Show On Main Page Past Due And Today's Activities. I do not only want to see today's activities, I want to also see the past due activities that people have snuck into my activities list that I don't know to check for.
42 votes -
Activity order should not shuffle on the activities tab
Activities list should remain static when the page is refreshed, not rearrange every time. It makes it very hard to keep track of what I am looking for when there are too many activities listed at the same date and time.
41 votes -
Please change back the calendar view to include contacts names intead of just saying 2 contacts
on the calendar view each activity used to show the contacts names instead of just the word 2 contacts. Please go back to the way it was. Now you have to take an extra step and hover over each to see which one belongs to which client.
39 votes -
Activity Notes Linked to Account
For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.
39 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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rollover
Automatically set a task to rollover within the task or template) to the next business day if not completed
38 votes -
Highlighting text feature
Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).
37 votes -
Notes and account(s) linked within an activity
Currently, when an activity that is linked to an account, has notes added within the activity, those notes appear in the notes section separately from the activity itself and the account which was originally linked to the activity is not linked to the note. I would suggest notes that are added within the activity get rolled up into the activity so there is one thread/history so all the separate notes that were added within that activity are bundled in one section with the appropriate account number linked to the original activity. It would also be helpful if multiple accounts can…
37 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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Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
According to this forum, this suggestion (posted in 2016, 2017, 2018) was completed. Funny, since it's our biggest daily problem. We lose data so often that we have to keep a word doc open in the background during the day to enter notes and then find the time to cut and paste to Redtail. Counterproductive? You bet. Keeping notes for our client records is the main reason we purchased RedTail and it's proving less reliable than Outlook Notes. Finding the time at the end of each day to cut and paste into RedTail is ... difficult. so many words came…
37 votes -
Link ALL accounts to an activity with one click
In some cases, such as portfolio reviews, ALL accounts for a client family are involved. It is very cumbersome (and time consuming) to have to click each individual account to link them to an activity. It would be very nice if you could add a "LINK ALL ACCOUNTS" button to the activity link page. Thank you for your consideration!
35 votes -
Add a "Team" option when assigning new Tasks/Activities
We'd love it if you could add an option when creating a new task to assign it to a team instead of having to add individuals manually. When we add a new team member we have to go back through hundreds of tasks and manually update them to add the new teammate whereas if we could add a team, they would update automatically when we add a new team member to that team. This would be a HUGE savings of time for our company.
35 votes -
Please add highlighting ability to Activities.
Please add highlighting ability to Activities.
34 votes -
Outlook email to Redtail integration for adding tasks
It would be really nice to have an Outlook to Redtail integration that would allow us to create tasks/activities/notes in Outlook, from emails, and add them to Redtail contact records.
34 votes -
To Do:
A blank note pad (Not linked to calendar or contact) to be able to add and delete notes, things to do, etc. There are plenty of "To Do Things that I do not want cluttering up the calendar but need to from a "Notepad" once finished. It would be nice to have this in Redtail so that I have it digitally where ever I go not just on y desk.
34 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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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!
34 votes -
Dates on Open Activities list on client dashboard
On the client dashboard could you please list the date for that weeks activities. Once it gets to the current week it only states that day of the week. But when I am trying to confirm appointments and am in the clients account I have to open the activity to verify the date. I would be nice if the actual date is listed for all activities, even the activities that take place on the current week.
33 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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Make Past Due & next 30 days... More than 30 days.
Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.
I see that this was completed in 2017, but don't see it on my system
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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When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.
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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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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Add Timestamp Shortcut
We just migrated from Junxure Cloud and one feature they had that we used all the time is that at the beginning of typing anything into an Activity we would hit [CTRL + J] and it would stamp the date, time and user's initials automatically in the following format:
BK - 11/24/2020 - 12:59:44 PM
We would love for a similar shortcut functionality to be built in as we send our Activities back and forth between team members.
30 votes
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