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434 results found

  1. Show Linked Contact in Calendar view versus saying "2 Contacts"

    it is productivity that i know have to hover over each activity on my calender to see the clients linked. Please revert back to the original view were all linked contacts show versus it just saying "2 contacts." i need to be able scan my calendar to see what i have out standing for clients each day.

    33 votes
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  2. Change the Linked Contacts on Activities Back!

    Please change the activities view of linked contacts back to the way it was before yesterday!!! It was changed so that if there are more than one contact linked, it only shows 2 contacts now instead of the contact's names. This makes it impossible to quickly differentiate tasks between clients without having to hover over the 2 contacts link to see who it actually pertains to. This is the worst update since the contact bubbles. Please change it back....

    22 votes
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  3. Activity Organizer Report/List/Filter needed

    This new field for Activity Organizer is a great start...but it's completely useless as there is no report or filer that can create a list of activities where you or someone else is the organizer of the activity. Please create a filter, something on the home page, or some widget to indicate on the activity when you see it in a list who the organizer is. Initials bubble like on the calendar would be a start.

    6 votes
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  4. Please change back the calendar view to include contacts names intead of just saying 2 contacts

    on the calendar view each activity used to show the contacts names instead of just the word 2 contacts. Please go back to the way it was. Now you have to take an extra step and hover over each to see which one belongs to which client.

    12 votes
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  5. PUT PAGE NUMBERS OF ACTIVITIES AT TOP AS WELL AS BOTTOM

    Put the page tabs at the top of the activities list as well as at the bottom. Often I know the activity is on page 2 and have to scroll to the bottom to click on that page.

    7 votes
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  6. Activity Description Box - Save Description Box Extend settings

    Within the Activity Description Box each time I use this section I have to use the resize triangle. I would like the settings for when I resize to remain from activity to activity and that it remembers the description box size. How can I make my resize preference permanent.

    3 votes
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  7. tab instead of down arrow

    When adding a table within an activity, make the "tab" button go to the next box instead of the down arrow.

    3 votes
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  8. Automation based on Activity Name

    We have an integration with Calendly so meetings created there show up in Redtail. I would like to setup an automation that would change the Activity Category based on specific word(s) in the Activity Title. For example, a Calendly meeting that comes in with the title: "Presentation for Client Name" would have the Activity Category = Presentation. I would set the automation rule to "Activity Title" [contains] "Presentation", then "Activity Category" = "Presentation"

    4 votes
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  9. activity

    It would be great to be able to create a reoccurring task for a specific date and to have the task continue to rollover to the next day if the task is not completed. When the task is marked done, the task could then move to completed activities along with the completed date.

    1 vote
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  10. Stop returning to top of page automatically

    Can you stop Redtail from automatically refreshing my page and taking me back to the top of my activities list???

    3 votes
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  11. Put all activities on one page

    I'd like a button to show all activities on one page instead of having to cycle through multiple pages of 50 at a time.

    3 votes
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  12. When completing an activity, give a little dialogue box to answer how/why activity was completed

    When you complete an activity and there's a pop-up that says "Would you like to mark this activity as completed?", provide an option to respond as to how the activity was completed, the explanation as to why you are closing it out.
    For example:

    Activity: Call super important client

    Mark activity as completed and put into dialogue box: Called super important client and discussed their questions and concerns. All issues resolved

    3 votes
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  13. Default 'Notify User' in a Note

    Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.

    1 vote
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  14. Add color coding to Actvities Categories - easier to see the current step in an activity process

    I would like to ability to color code the different categories in the Activities tab. We have multiple steps to most of our activities and you can currently update the category to the current step, but it would be nice to have this color coded. For this reason, we use Microsoft Outlook tasks so that we can color code the current step in each activity. I would love to be able to do this in Redtail so that we can link these activities to our client.
    For example, activities in the Waiting for Client Signature stage are color coded orange.…

    6 votes
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  15. Completed Activities View

    When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.

    1 vote
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  16. Dynamic Client Name in Activities and Workflows

    Once an Activity or Workflow is assigned to a contact, it would be nice if the Client's Name could be appended to the Activity Subject or Workflow Step Name and Task Name. I envision fields such as the Client Name to have a "merge field" identifier that would be entered into the Activity or Workflow Template between identifiers such as quotes or brackets that would indicate to the system to fill in with the Linked Client info. Currently, we can have users manually enter this information, but there are obvious issues with that.

    1 vote
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  17. Add Activity

    Can you please change the Highlight from the "Create Activity" button to "Create and Edit Activity" button?

    3 votes
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  18. Clickable URL link in Activity Description

    We are allowed to insert an URL link in the activity description; however, when you try clicking the link - it does nothing.

    It would be nice to click the link that opens in a new tab window just like the add URL link in workflow does.

    3 votes
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  19. Update activity drop down list

    Add a new activity category. Phone meeting. for Zoom call notifications.

    1 vote
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  20. Bulk Complete Workflows

    It has come to my attention that Redtail offers a feature to "bulk delete" workflows; however, I and it seems like many others on your forum agree that it would be nice to be able to complete a workflow in bulk, or have a feature that allows you to catch selected workflows up on the same task.

    For example - I work for a financial advisory firm. We have many clients that will go into the same product at the same time, this is because of trade dates. I'm going through each individual workflow and completing 3-4 steps on each…

    3 votes
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