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.
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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.

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  1. Hassle-free steps to talk to a Cash App representative:

    Cash app users need to improve their knowledge about the steps that may allow them to have words with the cash app service team. They can find about the Hassle-free steps to talk to a Cash App representative. This is an important thing to manage the cash app account efficiently to send and receive money easily. Cash app users can initiate with the correct tips to keep themselves away from tech issues. https://www.contact-customerservice.co/customer-service/cash-app

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    12 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. group all day activities by color

    Group All Day Activities by COLOR assigned to them. I have created "Calls" to be yellow, "Email follow up" to be green, "Blue" for financial planning. I like to time block my time and do all emails at one time, all calls at another, etc. would be nice to be able to have all of my all day activities showing up next to the same color vs. scattered randomly

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. How do I fix my cash app transfer failed for my protection?

    You have to first rectify your network problems if you are running how do I fix my cash app transfer failed for my protection? Problems if the same issue is still taking place, you have to check and add sufficient funds to your account so that you can avoid all such hurdles and hassles within the least time frame. https://www.7qasearch.net/blog/cash-app-transfer-failed/

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    18 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Past due tasks stay on Today screen

    When I assign a task to myself or someone else, it will be on my today screen until the due date. If I don't get to it, and it goes to past due, it goes in the past due section. This would be fine, except every single calendar event goes there too, and it is useless for finding past due tasks. Like any good task list, they should stay on the Today screen until they are actually marked as complete. Unless I'm missing something, which is very possible....

    18 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Quickly find Cash App Email with effective steps:

    People who come across the cash app issues and fail to use it may follow the effective steps to find the Cash App Email. This is an important aspect as they need to know the tips that may guide them to manage the cash app account with no problems. Digital payment application is such a factor that has made the lives of cash app users quite easy in terms of making money transactions.
    https://www.experts-support.com/blog/cash-app-email-address

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. 7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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!

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Phone Icon

    When scheduling a conference call with a client, it would be nice to be able to see a small icon phone receiver next to the scheduled appointment so we can differentiate between a conference call and an in-house meeting with the client. Thanks.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. filter activity by category

    Please add a function to Filter Activities by Category on the activities dashboard. Currently, we can only filter from Calendar view.

    13 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make it a site preference that activities and workflows have to link to a contact

    It's way too easy to create an activity or a workflow that is not linked to a contact. The contact link really should be required, but at the very least you should be able to set your preferences so that either it makes it required for you, or it gives you a warning if you've left it blank. It's incredibly frustrating to realize (assuming you do) that you haven't linked the contact to a workflow or activity, and have to somehow track it down to add it. And then it's even more frustrating as a manager to run a report…

    15 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Extend Future activities view to 12 months for a client

    Having the activities button say Past due and next 12 months would be wonderful. It would be very helpful to see what the future activities scheduled for a particular client are with the click of a button. The button there works fine, but it's not long enough. If I have something scheduled 6 months out and I wanna know what that is....or even know that it exists frankly, it's hard to get too.

    Thank You
    Mike Traxler, RT User at Tradepmr

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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".

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Detailed Activity Template

    For Activity Templates we should be able to select from the "advanced" or "detailed" options. For example, with a specific type of activity template I may want to notify a person or specific team without adding them as an attendee. I don't see any way to do this right now so our activity templates just "add" everyone who should really only be notified.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Send a notification if another user is already in an activity

    If someone is in a activity and you go to open it, instead of allowing two people in the task and having one of the persons notes not being saved it would be helpful to receive a notification stating that the activity is in use by someone else and to check back later.

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Things to do Today - More Features in Dashboard

    I contacted support today because I was trying all of my team to see in Today's Dashboard all the activities for the day. The thing is, the only way they are able to see it is if I put them as attendees, in some cases they are, but in most cases I'm the one with the task; and I just want them to see it in their main page. Right now we are forced to go to the Activities Tab, and then filter accordingly. Can we just have the ability in Today's Dashboard, that if set a particular task to…

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add/Remove Activity Attendees in Bulk

    Currently, users can only Reassign attendees, which has the effect of removing ALL current attendees.

    Users need a way to add/remove particular attendees from activities in Bulk, similar to how Permissions works.

    This will help with users who are being disabled, and their activities to be a reassigned to another person, without replacing any other attendees on those said activities.

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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