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.
1671 results found
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MOVE CHAT BUTTON
we should move the instant chat button to the bottom left corner of the screen, instead of the right. It's constantly in the way when looking at account values and especially the total of accounts at the bottom of the page.
3 votes -
Initial bubbles
Please remove the initial bubbles/icons. We color code each user, so we have no need for these bubbles. The problem with the bubbles is they make the all-day section of the calendar exceedingly long, so you have to scroll excessively to get to the appointment calendar.
3 votes -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…3 votes -
calendar arrows
Please put the arrows for advancing a day (week, month) or going back a day (week, month) next to the Today tab.
3 votes -
Showing "Versions" of notes
I understand why notes cannot be deleted, but when there is a typo or a bit of information is entered in incorrectly, rather than just adding a comment, it would be nice to edit/fix the note, but still leave the original. Like having the ability for a note to have multiple versions that are all viewable at any time, but the most recent being the one viewed from the "latest notes".
3 votes -
Attendee Colored Dots on Calendar as a Preference Option
Please Allow us Users to have the new roll out of the Attendee Dots on the calendar as a Preference Option. Even while being able to change the colors, it is still very over-stimulating, and harsh on the eyes for many. For folks that also suffer from anxiety, this is extremely hard.
Thanks!!3 votes -
color difference in reviews completed
Would be helpful to have a color difference on your calendar for Reviews you completed vs ones that are "due"/reminder date. Having them the same color does not help at all with which ones just got completed vs which ones need to be completed.
3 votes -
I like the way that buttons with a user’s first and last initials were added to activities in the Calendar. It would be great to also have t
I like the way that buttons with a user’s first and last initials were added to activities in the Calendar. It would be great to also have those buttons on tasks (ie, the initials of the assignee).
3 votes -
Print Calendar
Leaving the calendar printable like before, where it showed the calendar as is, allowing us to fill in the space. Just like it was before.
3 votes -
calendar print out
Please, please, please bring back the old print calendar that prints the whole day with all time blocks, instead of the new condensed version that stacks all activities on top of each other. We use this calendar as a day view & want to be able to manually update throughout the day.
3 votes -
Post a warning when adding additional team members to a chat room that the action cannot be reversed. Also insert a confirmation screen.
When accidentally adding a team member to a chat room it is impossible to remove the member again.
3 votes -
option to create activities for certain users that will only show on their calendars
option to create activities for certain users that will only show on their calendars so everyone else does not have to see their activities. This is different than the selecting to only see certain users on the calendar.
3 votes -
color coding user
The new color-coding feature for the users on the calendar is causing confusion. Employees have the same initials. We realize you can change the colors, but then you have to memorize the colors. We have a ton of users. Perhaps add middle initials.
3 votes -
Need ability to Notify team in comments
Not being able to notifiy a user when a task is complete, causes us to open yet another dialog box withing the clients portal causing a lot of unnecessary dialog boxes to filter through.
3 votes -
Create report of accounts for specified issue date range
Currently this custom export template will pull ALL accounts from any client that has even just one account for the specified date range. The report should only pull the accounts for that specified date range.
3 votes -
full dates on note history
Notes less than a week or two weeks old summarize the date of the note: e.g. "Last Tuesday at 1:14 PM". It would be more useful to list the full date - Tuesday, March 12th @ 1:14 PM.
3 votes -
Set a default text box size for the "description" field.
There should be a feature that allows us to set a default size for the "description" text box field within an activity every time you open it. Currently, you have to manually adjust the size of the field every time you open an activity. Allowing us to set a default would get rid of this clunky adjustment every time a new activity is opened up to work on.
3 votes -
larger photo
The photo field is entirely TOO small. The space where the client photo is located is totally under utilized. The photo area should be square (not round) and LARGER. Simply move the client name field more to the right and enlarge the photo to take advantage of the area.
3 votes -
Expand automation
We need the ability to automate updates to opportunity stages, creation of activities, and changes to contacts based on workflow tasks marked complete.
We also need the ability to automate creation of activities and contacts based on changes to opportunities, such as the stage.
3 votes -
allow users to remove the linked attendees initials from tasks and meetings
Please allow users to remove the linked attendees initials from tasks and meetings. All it does is take up space and I have to scroll down to see all my tasks for the day. As a solo practitioner the initials serve no purpose and we should have the ability to remove them.
3 votes
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