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.
346 results found
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Add Zoom, Webex as activity option
Why can't ZOOM or Webex be a selection when booking time with a client? (Closest I see now is "phone call") Thanks!
23 votes -
Things to do Today - More Features in Dashboard
I contacted support today because I was trying all of my team to see in Today's Dashboard all the activities for the day. The thing is, the only way they are able to see it is if I put them as attendees, in some cases they are, but in most cases I'm the one with the task; and I just want them to see it in their main page. Right now we are forced to go to the Activities Tab, and then filter accordingly. Can we just have the ability in Today's Dashboard, that if set a particular task to…
7 votes -
Add Timestamp Shortcut
We just migrated from Junxure Cloud and one feature they had that we used all the time is that at the beginning of typing anything into an Activity we would hit [CTRL + J] and it would stamp the date, time and user's initials automatically in the following format:
BK - 11/24/2020 - 12:59:44 PM
We would love for a similar shortcut functionality to be built in as we send our Activities back and forth between team members.
27 votes -
Force or remind to input linked contact
Too many times people make appointments from the calendar and do not put in a linked contact and the automation workflows don't trigger correctly; they have a blank linked contact. Can you add a message prompt to force or just remind to add a linked contact in the initial input window? I already know it's best practice to go to the contact first...but the reminder to link a contact if blank would change my life. :-)
10 votes -
Link more than one contact when creating activities
When first creating activities from the "+" sign you are only able to link one contact. You can link others once you select create and edit. Being able to link an additional contact would be efficient as you wouldn't have to go into the actual activity itself!
24 votes -
be able to choose multiple categories on an activity
Would like to be able to assign/choose multiple categories for an activity or note. Sometimes more than one category applies.
24 votes -
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 -
Alarms. Allow us to set how long before our activity we want the alarm to go off.
Alarms. Allow us to set how long before our activity we want the alarm to go off.
9 votes -
Move the SAVE button on activities and Notes to the top of the field NOT at the bottom
Move or add an additional SAVE button on activities and Notes to the top of the field NOT at the bottom
14 votes -
Recurring Activities Options
When it comes to recurring activity options, it would be very helpful to have the added option of "Business Day" so that you could choose the 1st Business Day each month or the Last Business Day of each month, for example.
23 votes -
Copy Activities to another user like you can Notes
have the option to Copy Activities to another user like you can Notes
6 votes -
Completed by
Perhaps we can add a “completed by” line to reflect on the details box? this would be helpful for shared users to know who created and who completes the task rather than digging way down in the time line .
Created by: abc
Created date:
“Completed by:xyz”
I would prefer to see it on the front without having to dig too deep.
Like when you look at the notes section of a contact. It shows completed activities, start date and complete date but not who completed the task.
10 votes -
Click and Drag Activity to a Trash can
It is cumbersome to have to open an activity then delete, when the calendar can have this feature to facilitate a smoother workflow.
16 votes -
Recurring Activity Attendees
There is a glitch in the system. In a recurring activity, if I send the one of them to a different attendee to complete their section it assigns that attendee to all the future ones in the series, even when selecting "Occurance" during the update to that one. Please fix so we can use as intended moving forward.
19 votes -
vvvvvvv
We schedule a lot of client meetings on our calendar and there are 4 reps working on this calendar. I am the one to go in and "complete" out the activity for all appointments. Seems to me there should be a quick link button right there on the calendar to complete it. Each time I have to click on the appt, then go in and scroll down to save and complete. Then it reloads the whole calendar again... thus losing my place. It would be very handy to have this option. On the contact side, there is a drop down…
5 votes -
Option to choose privacy for activities when creating them
Notes let you choose the privacy options while creating. It would be nice to have that feature when creating activities.
17 votes -
list client name at the top of activities and notes
Currently, The client name is listed at the BOTTOM of notes and activities in the history. I would prefer that it be listed at the TOP in this section:
CLIENT NAME
ACTIVITY DATE TIME
TYPE
SUBJECT7 votes -
Add a working "Radio" Button that can be inserted and checked in Task and Note templates
We need the ability to add tasks that can be "checked" with a working Radio Button within the Description area of a task or note. The ability to have tasks that are pre-populated in a template with a working "Radio" button that can be simply checked off would be great! Template tasks could be built to work like mini workflows for everyday tasks allowing the user to simply check the radio button to show completion of each task in the Activity or Note. Then the user could simply complete the Activity or Note when all the mini-task radio buttons are…
12 votes -
Telephone support and user feedback
Does Redtail REALLY want feed back? Then have your telephone support representatives input the suggestions we make during our calls. I don't know why software companies insist that the user take their time to search through hundreds of previously submitted suggestions in order to make or vote for a suggestion. This approach is archaic and may have worked back in the day when your users were computer techs offering tech recommendations. But today the vast majority of your users are financial professionals like myself.
More often than not I cannot take the time during the middle of a project to…12 votes -
Activity - "Waiting for" field
Activities are often delayed when waiting for a response or action to be completed by a non-Redtail user. I would like a "Waiting for" field that displays as part of the activity list to indicate why an activity isn't being completed.
I currently do this as part of the Activity description, but I have to remember to delete that part prior to completing the activity so it doesn't become part of the permanent Note title.
15 votes
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