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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Reoccurring activity to occur on the first business day of the month, etc

    I would like a way to have a reoccurring activity to happen on the first business day of the month, quarter, etc.

    Thanks

    D

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. run a report based upon creation of an activity

    would like to be able to run a report based upon the creation date of an activity

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Alarms. Allow us to set how long before our activity we want the alarm to go off.

    Alarms. Allow us to set how long before our activity we want the alarm to go off.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Method for tracking time spent on a client

    You really need some easier way to track time spent on clients so we can easily determine who's profitable or not.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a working "Radio" Button that can be inserted and checked in Task and Note templates

    We need the ability to add tasks that can be "checked" with a working Radio Button within the Description area of a task or note. The ability to have tasks that are pre-populated in a template with a working "Radio" button that can be simply checked off would be great! Template tasks could be built to work like mini workflows for everyday tasks allowing the user to simply check the radio button to show completion of each task in the Activity or Note. Then the user could simply complete the Activity or Note when all the mini-task radio buttons are…

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. It would be most helpful if a newly assigned activity be marked as new and stay that way until it is opened for the first time by the user i

    It would be most helpful if a newly assigned activity be marked as new and stay that way until it is opened for the first time by the user it is assigned to, much like an unopened email. The new activity would stand out ensuring it is not missed by the user. A priceless tool when many activities fill a user’s “Things to do today” page.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. checkbox

    Add the ability to use check boxes and drop downs within Activity Templates.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. add a fix to stop recurring activates from duplicating/mulitplying in outlook calendar

    it would be nice to be able to have a recurring activity download to outlook calendar and my cell phone one time rather than have it multiply the activity dozens of times in outlook. this is extremely frustrating

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Click and Drag Activity to a Trash can

    It is cumbersome to have to open an activity then delete, when the calendar can have this feature to facilitate a smoother workflow.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. reports on category and type of activity

    Please, Please Please give us the ability to create a customizable report that we can sort by activity category and type. The data is there but you do not give us access to it.
    This would be transformative in reporting and managing client service.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Whole office's activities under "Things to do" on homepage/today page, not just what is assigned to me

    I'd like to be able to see all activities in the office that need to be completed that day right under "Things to do" on the today page. I am the main advisor in the office and I want to be able to see what tasks need to completed for the whole office that day. Unless it is assigned to me I can only see my tasks. I need to make sure everyone is completing the tasks assigned to them and rather not have to go into the calendar to see it.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Group Task add

    I want to have a group of tasks (call them "yearly tasks") that I can press a button and activate on Jan 1st.
    i.e. I want to automate adding each year a task to do the E&O insurance in Feb, do the ADV in March, review this thing in April, etc. Same tasks every year.
    The reason I don't want to just do separate tasks on a yearly repeat is that the boss asks "Did you remember to put in task A? It is very helpful to have a list. So, it would be like a Tag Group list for…

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Zoom, Webex as activity option

    Why can't ZOOM or Webex be a selection when booking time with a client? (Closest I see now is "phone call") Thanks!

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Option to choose privacy for activities when creating them

    Notes let you choose the privacy options while creating. It would be nice to have that feature when creating activities.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Under Filter Dates tab in Activities

    Want to save as default (maybe through Settings), to always have "Past Due and Today" appear. When logging in each time, have to reset it.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Move the SAVE button on activities and Notes to the top of the field NOT at the bottom

    Move or add an additional SAVE button on activities and Notes to the top of the field NOT at the bottom

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. When "Save, Complete, and New" Activities, display calendar

    When marking a task completing and adding new, related follow up Activities:

    1) you can't see what your calendar is to properly schedule the new Activity. If the "related new Activity" might be time-block, phone call, etc., you have to blindly schedule the day/time

    2) When you click "Save, Complete, and New", you can only add 1 more related Activity; there should be the ability to add as many as you'd like: follow up calls, tasks, time blocking, new meetings,

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Limboed Activities / To-do List

    Create a separate window / list where activities that are in limbo can be dragged to, and then dragged back into the calendar when needed. I'd think of it as a to-do list. Make it so that the activities can be sorted by type and date.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. I would like activity update in real time please

    If two or more people are within a activity at the same given time entering notes and one person saves and then the next person saves it deletes the person who had entered their notes and saved them. The other persons notes remain.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Activity - "Waiting for" field

    Activities are often delayed when waiting for a response or action to be completed by a non-Redtail user. I would like a "Waiting for" field that displays as part of the activity list to indicate why an activity isn't being completed.

    I currently do this as part of the Activity description, but I have to remember to delete that part prior to completing the activity so it doesn't become part of the permanent Note title.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 36 37
  • Don't see your idea?

Feedback and Knowledge Base