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.

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  1. checklist

    Add the ability to have a checklist within a task for tasks with multiple steps or subparts.

    70 votes
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  2. Add feature to upload files through the mobile RedTail

    When using RedTail mobile I have been unable to upload files into activities. This would be a nice feature to have when working on a trip or when not having a computer available.

    15 votes
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  3. On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor

    On the activities page, I'd like to be able to edit/adjust the columns to the table. Such as adding Service/writing advisor or a phone number. Something similar to what you have in contacts search with the grid and unchecking a column name to condense the table.
    Our team, for instance, doesn't use "location" much. But "Assigned to" is useful. Being able to choose what we find to be the most useful information there would be great.

    21 votes
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  4. Activity task and category autofill when typing

    When creating an activity the "type" and "category" fields should autofill as you type versus scrolling through the drop down. It currently only recognizes the first character. It would be extremely helpful if I could continue typing a word in the field and it filters through my list and narrows down to those characters typed.

    24 votes
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  5. Clone an activity after it is completed

    It would be nice to clone an activity after it has been completed without having to uncomplete, clone, then remember to go back and complete the original activity.

    32 votes
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  6. priority list

    Priority List is 1-6
    Make the Priority List 1-10. I do more than 6 items in a work day.

    45 votes
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  7. Linked Contacts suggestion populate alphabetically

    Contacts suggestions in places like "Linked Contacts" in activity details, or search bar should populate alphabetically by first and/or last name. This happens in the search bar currently but not the "Linked Contacts" field which is a guessing game currently on where the contact is on that list.

    6 votes
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  8. Activities - Linking Spouse/Significant other

    It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.

    21 votes
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  9. Completing an Activity with Multiple Users

    We like to assign office activities to multiple users (for example: submitting an idea for a charity we are apart of) but its challenging that we can't individually mark our personal completion of the activity as complete (I submitted my idea for the charity but other users have not). I wish the activity would not officially complete until all user's marked their share as complete. But if an individual user marked their share as complete, it still appears as complete on their calendar .

    19 votes
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  10. New Button "Create & Complete"

    For those of us who need to track the activity, not in notes.
    A create and complete button would send the activity to Levitate too, so our "keep in touch" info is up to date. Notes doesn't do the trick there.

    1 vote
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  11. Activities add excllude weekend and holidays option

    When creating activities please add the option for excluding weekend and holidays when selecting the recurrence timing

    6 votes
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  12. activity

    Activity templates. I can assign those templates to a user only. We want the ability to assign certain activities to not just a user, but the CSA or Team.

    7 votes
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  13. Attach an email to an activity

    Our compliance uses the email customer request to verify the activity request.

    6 votes
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  14. contact name in pastdue activities

    When reviewing the activities pastdue, if you have more than one contact linked to the activity the report does not show a name. Because I print this in pdf format for management, I would like to request that the contact name and possibly even the phone number is included.

    Thank you!

    1 vote
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  15. Marking an activity as complete removes it for all users

    I'd like the ability to mark only MY INVOLVEMENT as complete - not the entire task. We have advisors assigning task to multiple staff members and when one user completes the task, it disappears from the rest of the user's dashboard. I'd prefer it to not be officially complete until all users mark it as complete OR create an intermediate option where I can say that MY part is complete and then the last user to mark their portion as complete will complete the task.

    9 votes
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  16. Allow us to remove the category Customer Serice. We use Client Service.

    Please allow us to delete the Catagory titled Customer Service. Industry wide, we call our clients, "Clients," not Custmers. The Customer Service category is hard wired wtih RT and cant be removed. It just adds another Category that causes confusion and shouldn't be used.

    6 votes
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  17. timezone

    Display two timezones at once vertically on the left side of the calendar.

    Remote work, technology improvements, and hybrid work schedules are increasingly bringing in the opportunity to work with clients from around the world and employees from around the world. Showing two time zones along a calendar would be helpful when coordinating and scheduling meetings as collaboration times that work for multiple parties. This could be something that can be toggled on for people who need it and off for people who don't need it.

    20 votes
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  18. 4 votes
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  19. Having activities show up on the things to do today page everyday for a 3/4 day period

    I would love it if when I set an activity for a 3/4 day period and it shows up every day on my things to do today page rather than just showing up on the first and last day of the activity. I know it would show up on the calendar but I prefer to see it on my things to do today page every day for the duration period as a reminder until I get it completed.

    6 votes
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  20. Template required fields

    Required fields for template: would be great if we could customize certain templates to enable certain fields to be populated for saving/creating a task. I.E. for Trading template tasks, that we could require the location field to be required (as that is where we input client account numbers). So that a task would have to be populated with certain information to be saved (but only for certain templates)

    6 votes
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