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!
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434 results found
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Retriever Cloud Disconnect Notification
I missed an appointment today because my sync between Retriever Cloud and Office 365 broke. As of now, there was no other way I would have known this happened besides missing my appointment.
We should get some sort of notification that the sync is broken.
37 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add field for duration to indicate time spent to complete a task - non-scheduled activity
Add a field for duration to indicate time spent to complete a Task (i.e. non-scheduled, non-time delimited activity). Allow this field to be completed on each step of a Workflow in order to track time spent on various tasks. This field should be exportable along with contact, user, category, subject, duration, and date in order to review time spent per contact. This married with revenue per client will enable analysis re: profitability/client and productivity per user.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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23 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add a time stamp to activities
Add a time stamp at the end of every documentation or update on activities. When I previously worked with Junxure, they had a CTRL + J feature that would time stamp with initials of who wrote it.
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group
Link Workflow to Activity Templates so that you can see the task for the group, along with notifications and attaching supporting documents in workflow.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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attendees
We should be able to tag a group instead of individual attendees to an activity. This way even if team members change, we don't have to keep updating the attendees.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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notify and save
It would be nice to have both the option to save an update to an activity without notifying other users and also have the option to save and activity and notify other users. Automatic notifications every time the activity is updated creates a lot of unnecessary emails, but I wouldn't want to lose the notifying functionality.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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"Linked Contact" should be required field in "Activities"
"Linked Contact" should be a required item in Activities. Currently, "Subject" is the only required field. We are experiencing problems with meetings being scheduled with no linked contact. Thank you.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Future activities or To Do List for next client meeting that isn't tied to a date.
I'd like to list things to be done for a client the next time we see them that isn't necessarily tied to a date. I'm constantly bumping dates for activities for clients who don't respond. It would be nice to just have a list we can look at quickly without sorting through Activities or Notes.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Junxure Time Stamp
Within an Open Activity, there will be a sequence of notes, most recent on top, of what is being done with that particular activity. Junxure offered CTRL J which equaled (sample) "10/9/19 BMW 1:00 PM", it was great. I have offered this suggestion in Request #626395 8/21/17 and #695898 1/3/18.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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past due task report
I would like an easily printable Past Due Tasks report. I frequently need to track down users to see if they actually completed a task as they refuse, for some reason, to mark them as complete in the system.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Date stamp
Would it be possible to have an icon for a date stamp within the note field of an activity? So if someone posts something they do in an activity that moves along (or that multiple people are working on), they could just hit that instead of having to type the date in.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Create a due date for tasks similar to that of Microsoft Outlook
When assigning a task it would be great for their to be a way to look for a due date
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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when linking accounts to activities can you add ability to link multiple accounts at a time
when linking accounts to activities can you add ability to link multiple accounts at a time
49 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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More information in account linking - Not Commpleted
It would be nice to differentiate between account types (product). All I see is a bunch of account numbers, custodian (and clients have same custodian so that's not useful) and one management type. We'd prefer product, registration or ability to pick what we see if there is limited space.
The part below was copied from another user because it was marked as completed but it's definitely not completed. Below is past request:
As it stands, Tailwag only lists the account number when linking to a note, activity, etc. It would be beneficial to provide additional account information when linking these…6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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reoccurring events when editing "occurrence only" actually edits ALL future. Needs to be fixed.
This needs to be fixed as when you make a change to a reoccurring it changes ALL future even though you only have "occurrence" selected.
36 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Activity Description Color Coding
Activity Description Toolbar: Add font color/highlighting.
When adding notes to the Description in Activities, it would be incredibly useful to have the option to change the font color and to have highlighting capabilities. Thank you!78 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Adding an option to link a workflow to an activity, when adding an activity to the calendar
Adding an option to link a workflow to an activity, when adding an activity to the calendar
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities.
Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities so all details for a trade action are together, new account is together, etc. I was very excited when I went to a Redtail meeting and explained what I needed. I was told about the save draft feature but I was quickly let down when I returned to the office only to find it works on notes and not notes within activities.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add activities to left menu bar
Separate appointments (or events) from activities. Task activities don't belong on the calendar and take up too much space at the top of the calendar. A separate activities section that lists lists all tasks like Outlook is desperately needed.
115 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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