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.
434 results found
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Please include the "Location" field in the Activity Template.
Please include the "Location" field in the Activity Template.
6 votes -
Primary/Lead and Secondary/Assist "assigned to" options for Activities
I would like to be able to have a Primary and Secondary label for the "assigned to" individuals. We often have tasks assigned to two people and sometimes we duplicate efforts. It would be helpful if the creator of the activity could assign who he wants to take the lead as Primary or Lead. Alternatively, if I have an activity with two people assigned but the second is just there as an FYI, it would be great if I could say I'm taking the lead so the other person knows not to work the activity.
4 votes -
REMOVE Chat Bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
3 votes -
Set a default text box size for the "description" field.
There should be a feature that allows us to set a default size for the "description" text box field within an activity every time you open it. Currently, you have to manually adjust the size of the field every time you open an activity. Allowing us to set a default would get rid of this clunky adjustment every time a new activity is opened up to work on.
3 votes -
option to create activities for certain users that will only show on their calendars
option to create activities for certain users that will only show on their calendars so everyone else does not have to see their activities. This is different than the selecting to only see certain users on the calendar.
3 votes -
remove the circle with the initials you added to all the activities
Please remove the circle you added to all of the activities with the user's initials - or at least give us the option to turn it off. It's unnecessary information that's distracting and is taking up valuable screen real estate. Previously I was able to see the entire subject line of the activity, but now I just see the first few words and the only other thing that's visible in the activity is that annoying circle.
1 vote -
Linking Contact Activities to Accounts
For contact records with multiple accounts, it would be helpful to select the account to which the activity pertains.
1 vote -
Remove the Attendee's initials in the "Ball" icon from Activities
The recent CRM updates auto-populate the attendees's initials in the task in a "ball" icon. This makes the calendar way too busy and I can't view as many activities on my screen.
If I'm viewing my own activities, it's redundant to have my initials taking up visual real estate in the calendar.
Please provide an option to turn this feature OFF or get rid of it all together!
1 vote -
Hide circles with initials of attendees
I would love to be able to hide the small circles that show the initials of the attendees on my "All day" tasks which is making my task list considerably longer.
0 votes -
Calendar events are too large now.
Calendar event bubbles are too large now. Please make an option to take off initials and have them appear as before.
3 votes -
Save Activity w/o Closing
Would like the option to save my activity notes without having to close then come back into it. I get
3 votes -
Please remove these new attendee bubbles from activities.
Please remove these new attendee bubbles from activities as soon as possible or at least make them removable/optional. They are redundant as the attendees are already visibly listed on each activity and these bubbles make the activities way too large on the calendar. This is a huge problem when you are working 50+ activities each week. I don't understand the logic behind adding these but please take them away.
3 votes -
PLEASE REMOVE THE NEW ATTENDEE BUBBLES ASAP. THEY ARE ABSOLUTELY NOT AN IMPROVEMENT AND ARE A DETRIMENT TO EVERYONE ON OUR TEAM.
The attendee bubbles on activities make every activity on the calendar double the size. Additionally, they are completely unnecessary.
1 vote -
Option to Remove Initials in Tasks on the Calendar
Please give us an option to remove Initials in our own Tasks on the Calendar
1 vote -
Bubble with our initials inside??!?
The update yesterday (2/29/24) adding a bubble with our initials inside to each activity and appointment is cumbersome and now each activity/appointment box is much larger. Now, with each box being larger, the amount of calendar activities I can see on one screen is reduced considerably.
It would be nice to be able to 'turn off' this feature as now I am scrolling up and down all the time in order to see my entire day in one screen.
Please allow us to customize if we want these new "features".
Sometimes change is not good for us old dogs :-)1 vote -
Really need email reminders for future tasks/activities. This should be a standard feature of any CRM system.
Need email reminders for activities that are scheduled in the future. No good way to keep track of this currently.
3 votes -
Add more than one Contact Name to an Activity
Currently, you have to 'create & edit' into a new Activity to do this. It would be more efficient to be able to add multiple contacts to the initial window when quick adding Activities.
3 votes -
Account Type Label for Notes/Acitivity
When linking an account (or multiple) to a note or an activity, we are only able to see the title of the account. We should be able to see other account specific information to differentiate among them. For instance, if a client has 3 accounts with the same custodian, only the account numbers show up when linking making it hard to differentiate unless you update the title and add extra information to them.
3 votes -
Tasks, Activities, and Events
Redtail should differentiate tasks from actual events. Currently, everything is linked to an activity which clutters the calendar and makes it pretty unusable if you have a lot of tasks pending. I think Tasks should be separate and not added to the calendar (should only show up on the timeline). And actual events (appointments, etc.) should be added to the calendar.
3 votes -
Activities/Task Assigned to Role vs Individual
It would be very helpful to have the ability to assign activities to either a role or a person, just like Workflows.
When the person assigned to an activity changes it would be beneficial to have the option to assign to a role instead.
Please consider this option.
2 votes
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