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.

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  1. Add the ability for a staff member to accept a task assigned to them

    I would like the ability to have a team member click 'accept' when a task is assigned to them and then a notification is sent out letting me know. This way I would know that the team member has at least seen the task assigned

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. 3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Mark Activity Incomplete or Canceled

    Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.

    I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!

    11 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. ACTIVITY NOTE

    The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. My small company needs a method to post an activity that needs to get done without a specific completion date but with reminders

    Some activities don't have an exact due date, but will get done as soon as possible. Therefore, I don't want to have to put in an end date and yet I want reminders that it is a pending activity.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private

    Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).

    We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?

    Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.

    Lastly, if an activity is private from the creator's…

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.

    12 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. activity categories

    Have the ability to delete or hide system generates activity categories or if we cannot delete or hide that Redtail can do on the back-end.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. I would like to be able to export or print the activities/subject that I have checked.

    I would like to be able to export or print the activities/subject that I have checked in order to do a specific subject query.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add a way to "CC" Users *Without Adding them as Attendees on Activities (an FYI)

    Please Add a way to "CC" Users Without Adding them as Attendees on Activities...sort of like an "FYI".

    >> Very frequently we add activities to the calendar that we want to make other users aware of (admins, etc.), and we want them to receive notifications to make them aware of the event and/or allow it to be visible on their calendar...BUT we don't necessarily want to add them as "Attendees" on the activity, As They are Not Responsible For OR Actually Attending the activity themselves.**

    If RedTail would add a "CC Users" section to Activities so that we can accomplish…

    6 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. In Activity field under individual Contacts, allow users to change default filter

    In the activity field under individual contacts, activities are automatically filtered by "Past Due." I always switch to "Past Due and Next 7." It's a headache to do this every time- can you make it so I can just choose my default setting?

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. assign recurring activity for the last monday of month

    i.e. if I want to put Memorial Day in as a Holiday on my calendar every year, recurring, you only have the option for the "first, second, third or fourth" but Memorial day sometimes falls on the 5th Monday because it's always the "last Monday" of a month. i.e. in 2024 it will be the 5th Monday. Make this an option in the drop-down (annually on the last _day" of the month or so we can make it recurring monthly, every 12 months, on the last day".

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. 9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. email for date activity is due

    Create an option to send an email on activity due date.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. notes in activity

    It would be nice to be able to see all the notes, together, for a particular activity within the activity at least until the activity is marked complete. They tend to get mixed in with other notes in the notes section and it's hard to tell what is happening in that activity.

    Or, it would be nice to have a button that would add the current date and time stamp to items typed in the description field.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. in progress

    Please add a "in progress" option for activities... right now we have the ability to create an activity and mark it as complete, which makes it impossible for teams to see what is being worked on vs what is falling behind. Ideally, the calendar should show opened, in progress and completed activities in different colors so it's easy to tell what is where.

    12 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. add a team to a task

    It would be nice to have an option of adding a Team to an activity or task when creating or editing as opposed to just one person at a time. We have teams that consist of 5 employees so it's a waste of time to add each one individually for every task when we could just add their team in 1 fell swoop.

    2 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. save without closing

    I like the save and close but would really still like to be able to save notes and activities without them automatically closing. I often have the text portion half written when I click off by mistake, or want to add a document, etc..

    How about "Save & Continue" option in the Save Dropdown?

    4 votes
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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Highlighting text feature

    Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).

    8 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Task feature with pop up reminder

    it would be nice to add a task and let us decide if we want to add to calendar or have an individual task view. I'd like to add tasks for subordinates as well.

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