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 a visual status of tasks on the Activities List
At least add an icon like the exclamation point that means in a holding pattern. A visual status or percentage done on the list of tasks would be nice. Basically, I would like a way to differentiate activities in the list that I am waiting on someone else or some information before proceeding. That way it does not clutter the list of to do's when I am seeing what I need to do.
3 votes -
show tasks, meeting etc for ALL DATES not just 30 days (FOR 5 Years you have been working on this???)
THis is a no brainer AND a no brainer in coding.
1 vote -
Activity Pinning
It would be a great resource for activities to be pinned at the top of an activity list. Listing an activity as a high priority with the exclamation point only goes so far. The date does not roll, so if the user doesn't know to update his columns by priority or if it changes, then the activity goes back to the original date. Going thorough and rolling each activity every morning is inefficient. If there was an easy way to PIN a certain activity to the top it would stay at the top of your list no matter what.
4 votes -
filter categories
On the drop-down for categories on notes and activities, it would be extremely helpful if we could filter those by a specific word the same way we can filter attendees. We have hundreds of categories and to be able to type in "Distribution" and see EVERY category that contains that word would be a HUGE time saver!
1 vote -
Open Activities
When there are multiple pages of activities, and you are on the second page, and work on a specific activity, and close it, it takes you back to page one every time. I wish this would be corrected. It's a time waster. Also, being able to move to the second page from the top of the screen vs. just the bottom would be helpful!
4 votes -
Feature on the calendar to export an event as an outlook event.
So it would be pretty cool if there was a feature that you can click on and that would copy an activity from the calendar and convert it to an outlook calendar item. This would be different from the outlook calendar integration. What I am thinking is, say you have 10 different events on your calendar on a specific day on redtail. You want only one of them on your outlook calendar. It would be neat if I have an option to click a button and convert it to an outlook event.
3 votes -
How To Recover Hacked Facebook Account In The Absence Of Email Account?
How To Recover Hacked Facebook Account In The Absence Of Email Account?
If you want to learn How To Recover Hacked Facebook Account if you don’t have an email account, you have to make use of a phone number. Once you complete the verification part in a successful manner, you will be able to get your Facebook account without any kind of hassle and hurdle.
https://www.gonetech.net/how-to-recover-hacked-facebook-account/1 vote -
Activity Start & End Date - Past Due
Activities should NOT show past due if the end date has not passed yet.
If Redtail is not able to adjust this right now can a column be added to the activity list view? "Start Date" & "End Date" that way we can at least see those dates in the list view?
We are not able to keep an accurate track record of the activities that are past due or the activities on someone's plate - including the time allotment for the task. What is the point of the end date field if it doesn't show on the activity list…3 votes -
checklist
Add the ability to have a checklist within a task for tasks with multiple steps or subparts.
99 votes -
Add feature to upload files through the mobile RedTail
When using RedTail mobile I have been unable to upload files into activities. This would be a nice feature to have when working on a trip or when not having a computer available.
19 votes -
On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor
On the activities page, I'd like to be able to edit/adjust the columns to the table. Such as adding Service/writing advisor or a phone number. Something similar to what you have in contacts search with the grid and unchecking a column name to condense the table.
Our team, for instance, doesn't use "location" much. But "Assigned to" is useful. Being able to choose what we find to be the most useful information there would be great.21 votes -
Allow to flag activities for today
Because I share activities with my paraplanner, I need a way to flag activities that I need to complete for the day and to sort them accordingly. I am having up to 60 activities a day due to a large client base and this would be a most helpful feature.
3 votes -
create a way to go into the client record after completing an activity from Today page or activity list.
Sometimes after completing an activity, we need to stay in the client record. Create an option to save the activity and proceed to the client record instead of going back to the activity list.
1 vote -
Show Calendar when rescheduling an Appointment, Time Block, etc
Let's face it, even the best laid plans change. Sometimes work from another client or project bleeds into your time block you allocated for something different and need to reschedule.
The only problem is, when you click to reschedule, you can change the date and time to whatever you'd like, but you can't see your calendar! It would be helpful if your calendar popped up somehow so you can choose an appropriate time for your schedule
1 vote -
Disable delete ability for activity
There should be a way for an Admin to disable/remove the delete option for other users, in relation to activities. Any user should not be able to go in to any activity and simply delete it.
6 votes -
Complete & stop recurring activity, not JUST delete
Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.
6 votes -
Activity reporting custom
ACTIVITY DISPLAY. The most important information I need is WHO the activity is form. This is now at the BOTTOM of the activity display ( that I get in email) I'd like to be able to move this information to the TOP of the display
3 votes -
Activity task and category autofill when typing
When creating an activity the "type" and "category" fields should autofill as you type versus scrolling through the drop down. It currently only recognizes the first character. It would be extremely helpful if I could continue typing a word in the field and it filters through my list and narrows down to those characters typed.
27 votes -
Clone an activity after it is completed
It would be nice to clone an activity after it has been completed without having to uncomplete, clone, then remember to go back and complete the original activity.
32 votes -
priority list
Priority List is 1-6
Make the Priority List 1-10. I do more than 6 items in a work day.45 votes
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