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. email reminders on tasks that go uncompleted or possibly overlooked

    would like a feature that will remind admin and advisors via email of tasks that go uncompleted or possibly overlooked.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. recurring activity

    Please add back the ability to choose a recurring event on a specific day of the week, like every third Thursday or last Friday of the month. I noticed this is no longer an option as of June/July 2020.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. activity report should have choice to list attendees on their own line instead of all on one line

    I use activity reports for my timecards. But a meeting that has multiple team members has all the team members on one line and they are listed in random order.

    I use a pivot table to sort by attendee and category to do timesheets and business analysis. I have to pull out the number of hours each person spent together and add them up along with their individual work hours.

    For example, Team Member A, B, C, D all have a listing of their personal activities clustered together and also have meetings with A/B, A/C, A/D, B/A, C/A, D/A, B/C,…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Daily Briefing Email

    It would be nice if there was a daily briefing email that would go out in the morning and give users a breakdown of what they have on their schedule for the day. I know I would like to be able to plan for my day at the office while I drink my coffee at home. It would also save the day if an admin scheduled an appointment that an advisor wasn't aware of that day.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. order activity templates

    I love the activity templates, and they are an awesome alternative to workflows when a workflow doesn't work! We'd love the ability to order the list of activity templates so they can be organized by the order we do our work in. We've already created so many that it is like finding a needle in a haystack.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show when an attachment is on an activity

    Have an icon, such as a paperclip, next to any activity that has an attachment associated with it. This way, users can see if attachments are there without going into the activity. Easy way to know if there is something additional to review that is associated with the activity.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Let us know if more than 1 puser has open or is updating a task, we need a warning

    Let us know if more than 1 person has open or is updating a task - We are accidental saving over the top of each other and loosing information.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
    Example of an incident that occurred...I knew when I left yesterday that I had no outstanding activities. This morning I didn't check my past due. An advisor had tagged me in an activity yesterday that I was unaware of.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Cloning

    When cloning reoccurring events, please don't make the reoccurring event that was cloned lose its reoccurring nature. Also, please add the ability to make the cloned event reoccurring also if the original activity was reoccurring. Thank you!

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow users to set default filter for the "past due" activities screen

    Allow Preferences to set a default option on filter on activities so that users can choose a option of their choosing when they click on past due from the Today page.

    Or it would be better to have an area where you can default to see all past due and current activities on the Today page.

    27 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Retriever Cloud Include the linked contact in an activity in the Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)

    I need to be able to see the name of the linked contact when adding activities in Redtail

    This has to do with the new Retriever Cloud - Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. default duration for activity template

    Please add a default duration for activity template -i.e. 2 hrs.
    Also, even if I don't click on "all-day" in the template, it still defaults to all-day when I'm creating a new activity.

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Task lists to appear as "boards" as in Microsoft Teams or Asana

    Would love a user friendly "Boards" view for project management tool similar to Microsoft Teams or Asana.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Show options for follow up activity with note template

    Would like to have a default specific date option i.e follow up in 5 days so I dont need to enter follow up date each time a templated note is utilized.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. report for draft notes

    Would like ability to filter and screen for draft notes for database. There should be a way to query any unfinished draft notes to close the loop.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. add privacy option to activity templates

    add privacy option to activity templates

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sort Notes and Completed Activities by Date

    Can you please put in a feature where there is an option to sort the completed activities by start date rather than just completed date?

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. 6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Prompt to save activities and other tasks before exiting

    Is there a setting or default that can be put in place to prevent leaving an activity or other task without saving? We sometimes do this inadvertently and it would be great to get a prompt as with other programs.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. date default

    When updating activities or reminders, dates entered with 2 digit years xx/xx/xx are system entered as xx/xx/19xx, can this be updated to xx/xx/20xx for any dates going forward?

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 31 32
  • Don't see your idea?

Feedback and Knowledge Base