CRM

Welcome to our official Redtail CRM feedback forum!

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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. CRM Stream

    It would be nice to have a stream/timeline/activity feed/news feed on the today tab so that a user can see what other users are doing in the CRM during the day for things like a call, notes, tasks and calendar items instead of having to go to the individual contact record. This feature is available in Wealthbox and they have it on their "Dashboard"

    6 votes
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  2. 13 votes
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  3. Add the "Favorites" to the "Today Dashboard", middle or upper section. I was at your University in February and suggested a "TOP 10 List"

    I was at your University in February (Phoenix) and suggested a "Top 10 List" or a "Hot List", maybe one for "Clients" and another for "Prospects" which would make it SO MUCH EASIER to quick click and navigate to the contact record.

    3 votes
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  4. Reminder Post It Notes on Home Page

    I'd like to have a section on the main page that is a Post It note section with reminders about process, etc. Maybe I could even customize the main page and remove the sections I don't use (like Today's Reviews) and swap in the Post It Note feature so the visual isn't too different but I can curate what I want. Thanks!

    5 votes
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  5. scroll team notices

    Team Notices - ability to scroll through them vs. waiting until they show one by one to make sure that a new one hasn't been added. The suggestion to flag as 'New' would also help with this.

    6 votes
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  6. jscarter

    Pie Chart needs to be customizable, particularly for open accounts only. Showing all, including closed, doesn't seem to be much of a feature.

    2 votes
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  7. Lower resolution photos on login page please.

    Please use lower resolution photos on the login page. They look great but take too much time to load. Thanks. Schuyler

    3 votes
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  8. To Do List

    Would love to have the ability to keep a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.

    60 votes
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  9. customize today page

    In old training videos the TODAY page had the client charts and other "tiles" on the screen. My TODAY page has "tiles" I will never use. I think it would be great to be able to customize the things you can see on your TODAY page to remove the "tiles" you don't need and add things like the Clients graphs or Quick Links that are unique to each user in the database.

    13 votes
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  10. birthdays

    On the Dashboard of the Today page, it shows all contacts birthdays (you can adjust preferences down to one day) but it would be nice for Advisors to only see their clients birthdays, not everyone in the system. In our office, all advisors can view all contacts so that they can assist clients.

    1 vote
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  11. Today Dashboard

    Would like to be able to rearrange my view to show workflows towards the top, more visible with my daily activities.

    5 votes
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  12. It would be nice to customize the home page. I don't need some of the windows.

    It would be nice to customize the home page. I don't need some of the windows.

    17 votes
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  13. Today's Birthdays on the homepage should have the option to send to search

    It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.

    3 votes
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  14. 2 votes
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  15. multiple dashboard reminders on today page

    Would like there to be an option to have multiple dashboard reminders on the today page. Currently you are only allowed to pick one reminder to show on the today page. For example we like having birthday reminders on the today page, but would also like to have account renewal reminders show as well.

    13 votes
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  16. Allow Default Setting for Past Due Activities/Workflow Items

    Please allow a default setting to view all current and past due items. Having to manually find past due items really defeats the point of having assigned items to begin with. Thanks!

    22 votes
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  17. On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is

    On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is more than one contact that it say the contact's name, and 2 others... or something similar.

    4 votes
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  18. Increased Limit on "Things to do Today"

    Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?

    6 votes
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  19. Enable Custom Columns on Today Screen - We Don't Use Location

    It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.

    20 votes
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  20. Team Notices

    I love the Team Notices feature and it's very convenient, I do wish that there was a way that other team members would get a notification or an alert when a new Team Notice were added or that the Team Notice would somehow be flagged as "New" to draw more attention to the fact that they may not have seen it.

    10 votes
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