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Redtail CRM

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346 results found

  1. 'Assigned to' Activity Column Viewing

    It would be helpful if the 'Assigned To' column within the Activities tab were able to be permanently expanded to show all users (instead of stating "3 users", for example, and list out the names).

    45 votes
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  2. add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)

    we have our clients segmented into 4 categories and it would be really helpful to be able to look at activities, especially past due activities by client segment. If we could filter the past due activities by contact category that would allow us to to see what outstanding activities remain by client service tier

    15 votes
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  3. Add Ongoing Activities Tab

    Add an Ongoing activities tab for activities that have started but haven't ended yet. Currently, if an activity spans multiple days, it ends up in your "Past Due" Activities.

    An Ongoing activities tab would allow for easier activity organization and efficiency.

    18 votes
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  4. recurring activities

    Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.

    8 votes
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  5. Comments in Linked Notes

    In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.

    17 votes
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  6. Task Rollovers

    Tasks and Calls that are "Open" (not completed) should automatically rollover - otherwise they can get lost. As an alternative, allow this to be a choice under user preferences.

    35 votes
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  7. Locked Types and Categories to different levels of users

    Locked Activity Types and Category options so that only certain types of users can use those types/categories.

    1 vote
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  8. recurring activity selecting end date

    When selecting the end date for a recurring activity, how about putting the the start date in the calendar box? Currently it is November and I created a recurring activity for January. When I go to select the end date, it starts with the current date in November. There is no case where a recurring end date would be before the start date.

    3 votes
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  9. Activity Location and Attendees need to show in Notes once an activity is saved & complete

    Activity Location and Office Attendees need to show in Notes once a meeting activity is saved & complete. This would be helpful for future reference to know which advisor met with client and where did they meet.

    3 votes
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  10. Links in Automated Redtail Notification Emails

    When a notification is emailed, it should have a corresponding link in the email to click to take you directly to the task/activity.

    6 votes
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  11. A way to set business hours, so activity update notifications via Notify Team only come through by email during that time frame.

    I work after-hours, and update numerous activities at night or evening time. I would love if there was a way for users to set their own business hours in Redtail (not from their email), so I can use the Notify Team feature as I go without bothering them.

    (My current workaround is to mark the activity title with a symbol, then the next morning, go back into each task I updated, and select Notify Team, then save it again so they're notified.)

    The suggestion would be to implement a way to delay the activity notifications so they are not sent…

    3 votes
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  12. Only one user editing a Task at a time

    Will you please make it so only one person can be in an activity at a time. My colleagues and I have experienced having lost important information or date changes to a task because 2 people or more were in the same task.

    26 votes
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  13. Customizing Activity Detail Fields

    o Can we create a customized Activity report by owner, by date and viewing other’s activities?
    o Similarly, is there a way to see all completed activities for multiple users and contacts in a given time period?
    o Can we customize the Type field?

    3 votes
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  14. Go directly to "Activity Details" when creating a new activity

    We want to be able to go straight to the activity details page when creating a new activity. This would create some efficiencies for our team (fewer clicks for activity creation) but, more importantly, it would reduce duplicate email notifications for activities.

    For example, right now, when we click "Add activity" and add the relevant details in the abbreviated "Create Activity" window, attendees get an "activity assigned" notification email as soon as we click "create & edit" and then another "activity updated" email once we actually have the opportunity to get to the activity details screen to add a description…

    6 votes
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  15. A quick daily/weekly overview of "notes" and/or "comments" made from the day/s before.

    My employer comes in every day asking what have we done and where are we with this person.
    If he could just open up Redtail CRM and click a tab and it would give him an overview of all the comments and notes made the day before, it would answer everything he needs to know.

    6 votes
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  16. Save Activity Drop Down Option - Save & Print

    It would be super handy to be able to save an Activity and immediately print it off. The current method requires us to Save an event, then open it back up, in order to be able to print notes we've entered into the Description section. I enter agenda's for each meeting and always have to save before printing. This would save me so much time.

    4 votes
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  17. simple checklist

    add a simple checklist feature that works like microsoft ToDo. This could be daily, could be assigned to an assistant, or could be ongoing.

    9 votes
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  18. Call log integration into Activities or Notes

    Integrate way to log calls from existing Contacts into Activities or Notes section. Prefer to keep it display separately from Notes to not clutter Contact's profile.

    4 votes
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  19. Activity Location - allow for this to be a zoom link

    It would be great if the "location" on an activity could be used to store a zoom link. This field appears to only hold text. OR please add an additional field for Activities that can store a Webex or Zoom link, so it doesn't need to be typed in the description.

    30 votes
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  20. Annual Review Checkbox

    Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.

    54 votes
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