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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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238 results found

  1. Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking

    low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.

    6 votes
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  2. When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, a

    When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, and phone number) could be displayed directly within the activity or task screen. This would eliminate the need to exit the workflow or activity and separately access the client record just to retrieve basic information.

    3 votes
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  3. Change User to Attendee & Watcher options

    Under CRM/ Activity- Add Watcher option. This is a user not in the meeting, but just needs to know.

    3 votes
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  4. color fonts

    Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.

    1 vote
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  5. Private activities identifier

    After performing a manual backup, we are receiving all activities, including those that are "Private." However, we need a way to identify these "Private" activities, as they are not explicitly marked as such and their permissions are not retained in the backup data.

    3 votes
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  6. Color coding categories

    Color coding is quick to the eye and incredibly helpful when navigating, if that could be a feature for categories that'd be fantastic.

    4 votes
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  7. Activites Table View

    Greater customization of the Activities Table view. Specifically, I'd like to be able to see the notes for any given activity in my list in the table view without the need to click through to the individual activity.

    4 votes
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  8. notify option to create activity screen

    Put the "notify" option on the create window versus having to "create & edit" to get to it.

    1 vote
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  9. Priority activities

    ACTIVITY TYPES MARKED AS PRIORITY SHOULD BE HIGHLIGHTED SOMEHOW ON THE HOMEPAGE.

    3 votes
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  10. Default all activities assigned to a specific Attendee

    There should be an option to set all activities created to a specific Attendee. If 99% of the activities you create get assigned to the same person, there should be an option to default all activities made by that creating user (regardless of using a template) to default to one attendee. Saves time and errors when attendees are not updated from creating user.

    3 votes
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  11. Add attachments to Activity Templates so blank attachements can be used regularly

    Currently, there is no way to add template documents that would be used for repeated activities to those activity templates. Please allow the feature to add attachments of documents we would regularly use for our activity templates.

    3 votes
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  12. activity range

    When on a contact record. Give the ability to change the defaulted range from "Past Due & Next 30" to any of the other options shown on the activity page within the contact record.

    3 votes
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  13. 4 votes
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  14. Add Alerts For Past Due Activates As A Reminder To Home Page on Redtail

    Adding an Alert activity for all the Past Due Activities would be a good reminder and beneficial to add to the Home Page on Redtail- If the activities become a week old. This would be helpful so you don't miss any activities that fall through the cracks, due to a busy day or if you had a sick day. Sometimes we don't remember to check our past dues and they end up in the Past Due page for a long time. Because they are no longer visible to us until you click on the button that says Past Due. A…

    12 votes
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  15. activities that are "to dos" on certain day, not "all day' because blocks out entire day for scheduling

    problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…

    4 votes
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  16. The ability to download all form in linked documents within an activity would be extremely helpful for processing purposes.

    A download all documents button within the saved forms section of an activity would be extremely helpful. I find it time consuming when I have to individually download multiple documents from an activity (Sometimes up to 15 or more doc's). As an admin I often have to send documents to multiple places and also upload them to multiple sites. The ability to download all forms from and activity would be so helpful

    1 vote
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  17. Attendees activity updates

    Allow attendees to comment on the description in an activity, while saving it in a separate box so information won't be overwritten accidentally. This will have their name and timestamp along with their update. But keep as part of the activity so we have a record of original activity followed by updates.

    Wealthbox has this feature that team members have commented they liked at prior firms.

    3 votes
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  18. Undo action for the description section on activities

    The formatting under the description section can be very difficult to work with. To prevent errors in formatting, there should be an undo and redo button to go back or forward one step without having to reset the whole document.

    3 votes
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  19. After marking Activity as complete, cursor should remain in the same place, not revert to top of list

    After marking an Activity as complete, the cursor reverts to the very top of the list of Activities. If you are working your way through a long list of Activities, you then must scroll all the way down to where you were working before to resume your work. It would be helpful if the cursor remained where you were working in the list before you marked the Activity as complete.

    3 votes
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  20. Filter by Location

    In addition to listing the location of the activity on the calendar block (so you can see it without opening the activity fully, as has been suggested by others) it would be helpful to be able to filter activities in calendar view by location. Previously we used 'ghost users' for each conference room and added them as Attendees to facilitate scheduling and easily seeing when each conference room was booked vs available, however, now that our subscription model changed to being charged per user we have had to deactivate our conference room users and need an alternative way to be…

    3 votes
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