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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I would like activity update in real time please
If two or more people are within a activity at the same given time entering notes and one person saves and then the next person saves it deletes the person who had entered their notes and saved them. The other persons notes remain.
12 votes -
video conferences
Partner with a video conference company to allow videos through Redtail
8 votes -
Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.
Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.
24 votes -
tasks
It would be helpful to add an activity and not have a specific date & time required as an input. This would help with outstanding tasks and not clutter up the calendar. We would like to use RedTail as a task tracker without having to build workflows. We would like to simply assign a task to an employee with no due date and no workflow steps.
15 votes -
To do list
Please create a task lists that more of a running list like a to do list. I have to go to Notion or other app to see my things to do for the day. I dont want it in my calendar or part of a workflow. Thanks
50 votes -
Highlighting text feature
Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).
31 votes -
Linking a note to a spouse
When linking an older note to a spouse, the date shows in the spouses activities/notes as the date you added it. It would be wonderful if it could show the original date.
It would also be wonderful to link all of the notes at once with the original dates.
15 votes -
Linking spousal activities and notes
There should be a way to link all previous notes and activities to a spouse, even if they are added years later.
15 votes -
recurring activities
Just recently Redtail "updated" our RECURRING INTERVALS in ACTIVITIES and took away our choice of recurring on SELECTED weekdays only and our choice of weeks within the month - on anything other than MONTHLY. Example: Every Year on the First Monday of January - or- Every 6 Months on the Third Wednesday - CAN NO LONGER BE A CHOICE. The ability to LEAVE OUT the weekends if we choose should be our choice. BTW - CUSTOM does not have this option either ON MONTHLY OR ANNUALLY. Redtail has always been about customizing for each office and this takes away that…
62 votes -
Group Task add
I want to have a group of tasks (call them "yearly tasks") that I can press a button and activate on Jan 1st.
i.e. I want to automate adding each year a task to do the E&O insurance in Feb, do the ADV in March, review this thing in April, etc. Same tasks every year.
The reason I don't want to just do separate tasks on a yearly repeat is that the boss asks "Did you remember to put in task A? It is very helpful to have a list. So, it would be like a Tag Group list for…7 votes -
Limboed Activities / To-do List
Create a separate window / list where activities that are in limbo can be dragged to, and then dragged back into the calendar when needed. I'd think of it as a to-do list. Make it so that the activities can be sorted by type and date.
6 votes -
ACTIVITY NOTE
The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.
14 votes -
email attendees on date of future dated activities
All activity attendees, including the creator of the activity, should receive an email 'reminder' on the date specified for the activity to occur. This will allow us to better manage our client relationships and to-do lists.
10 votes -
Hover for activity to see description on the contact screen
When in the Activities tab for our entire database, you are able to hover over the activity and a small popup window displays the description of the activity. I would like the same functionality when you are on an individual contact page viewing activities. It saves a lot of clicks.
12 votes -
5 votes
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activity completion timeline
I would like to be able to run a report that would show me the timeline for how long it has taken for when a task was first assigned and then ultimately completed. For example, if opening a new account was assigned on 1/4/2021, and the action to actually start that process begins on 1/15/2021, so the account ultimately gets opened on 1/31/2021. It would be helpful to be able to run this report by client as well as by Attendee/ as well as by Writing Advisor.
9 votes -
save without closing
I like the save and close but would really still like to be able to save notes and activities without them automatically closing. I often have the text portion half written when I click off by mistake, or want to add a document, etc..
How about "Save & Continue" option in the Save Dropdown?14 votes -
create a popup asking me if I'm sure i want to close a task that I've edited but not saved
when adding or editing an activity, would love a pop up to warn me if i'm about to close the activity without saving after editing. I got distracted mid-task-creation this week and when i came back to CRM, did not pay enough attention and just clicked away from the activity and poof, it was gone along with the work thus far. maybe just 'Hey idiot, you've changed this activity and not saved it yet, are you sure you want to navigate away?" thanks!
11 votes -
insert tool line
SUPER SIMPLE!
In the activity description field, include an option to insert a "tool line" (a horizontal line that indicates a "break" between the content above and below it. Makes it so much easier to keep it clean when we use the descriptor field to enter multiple notes over time.
12 votes -
color options for different activity types... we would like to suggest adding in patterns
There is a wide variety of color options for color coding different activity types... we want to request that additional options be added. Perhaps different patterns or metallic colors. Even further separating the many different staff and activities they partake in. We have 6 reps and each rep has category for task and personal and appointments. It becomes quite hard to differentiate them all. More Color options would help.
5 votes
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