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.
223 results found
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Please remove these new attendee bubbles from activities.
Please remove these new attendee bubbles from activities as soon as possible or at least make them removable/optional. They are redundant as the attendees are already visibly listed on each activity and these bubbles make the activities way too large on the calendar. This is a huge problem when you are working 50+ activities each week. I don't understand the logic behind adding these but please take them away.
3 votes -
PLEASE REMOVE THE NEW ATTENDEE BUBBLES ASAP. THEY ARE ABSOLUTELY NOT AN IMPROVEMENT AND ARE A DETRIMENT TO EVERYONE ON OUR TEAM.
The attendee bubbles on activities make every activity on the calendar double the size. Additionally, they are completely unnecessary.
1 vote -
Option to Remove Initials in Tasks on the Calendar
Please give us an option to remove Initials in our own Tasks on the Calendar
1 vote -
Bubble with our initials inside??!?
The update yesterday (2/29/24) adding a bubble with our initials inside to each activity and appointment is cumbersome and now each activity/appointment box is much larger. Now, with each box being larger, the amount of calendar activities I can see on one screen is reduced considerably.
It would be nice to be able to 'turn off' this feature as now I am scrolling up and down all the time in order to see my entire day in one screen.
Please allow us to customize if we want these new "features".
Sometimes change is not good for us old dogs :-)1 vote -
Really need email reminders for future tasks/activities. This should be a standard feature of any CRM system.
Need email reminders for activities that are scheduled in the future. No good way to keep track of this currently.
3 votes -
Add more than one Contact Name to an Activity
Currently, you have to 'create & edit' into a new Activity to do this. It would be more efficient to be able to add multiple contacts to the initial window when quick adding Activities.
6 votes -
Account Type Label for Notes/Acitivity
When linking an account (or multiple) to a note or an activity, we are only able to see the title of the account. We should be able to see other account specific information to differentiate among them. For instance, if a client has 3 accounts with the same custodian, only the account numbers show up when linking making it hard to differentiate unless you update the title and add extra information to them.
3 votes -
Tasks, Activities, and Events
Redtail should differentiate tasks from actual events. Currently, everything is linked to an activity which clutters the calendar and makes it pretty unusable if you have a lot of tasks pending. I think Tasks should be separate and not added to the calendar (should only show up on the timeline). And actual events (appointments, etc.) should be added to the calendar.
3 votes -
Activities/Task Assigned to Role vs Individual
It would be very helpful to have the ability to assign activities to either a role or a person, just like Workflows.
When the person assigned to an activity changes it would be beneficial to have the option to assign to a role instead.
Please consider this option.
2 votes -
Activities- Active User
It would be nice to have a feature that shows when another user has an activity open and is actively working in it when you open it. This way, when another user opens it and starts to add notes, it doesn't delete the information one or both of the users has put in.
3 votes -
add a button to Activity Description box (like PDF button)
add a button to Activity Description box (like PDF button) so that users can timestamp notes
3 votes -
Organize Activities by Category in Separate Tabs on Activity Page
When clicking on the Activities page, it would be nice to have tabs created at the top to sort the activities by Category. I know you are able to sort them in order, but it would be nice to have them on a separate screen.
3 votes -
ability to copy activities from one redtail account to a 2nd redtail account
ability to copy activities from one redtail account to a 2nd redtail account
1 vote -
activity search bar
Add a search bar for activities so that you can find an activity more quickly on your list. Since not all activities have a client associated, there isn't always a place to go to easily find those activities.
3 votes -
Dynamic Note/Activity Templates
It would be great if we could populate notes/activates with client data rather than having to use mail merge.
1 vote -
activities
Activity Templates - When utilizing Activity Templates, the person you attached to said Activity Template immediately gets an email, but the template is most likely blank or not filled out for that person. Then they get another email after your done filling out the Activity Template. They are getting two emails when the first shouldn't kick out until you actually hit "Create Activity" or "Save Activity". Essentially just remove the first notification email until the activity is actual "saved" then it can kick out the email that the activity was generated for the person attached.
3 votes -
track appointments only
It would be helpful to separate tasks from appointments so that Next activity and last activity on the client record only reflects dates from meetings. As of now, it is hard to see when a client last had a meeting based on those numbers cause it could very well be just a task. It is also hard to report on client base on when everyone last met with an advisor.
3 votes -
Default activities display
It would be a solid feature to add to activities to have options for past and present. For myself if I could see past due, today and the next 7 days of activities by default, that would be ideal. Thank you.
1 vote -
Activity Description Size
There should be an option to make the activity description field larger by default rather than always having to drag to make it larger.
9 votes -
Activity/ Task Lock
Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp
3 votes
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