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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346 results found
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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 -
Activities / Workflows repeating on month, quarter, period end
Need to have workflows and activities that can repeat frequency on month end, quarter end or a designated period end - i.e. this activity is to tie to the last day of each month - since the last day is either the 30th or 31st - not all months have the same ending date, so the way RedTail is set up today this is not able to be created - the fix is to have the activity repeat the 1st of each month, but that is confusing to our people
16 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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activity completion date in Timeline
Is it possible for there to be a feature or setting that allows the date to be published in the timeline of the day the event was scheduled to occur? Currently, if my boss sees a client on 8/1/17, then he won't update his calendar until sometime in September to reflect that the event has taken place. In the client's timeline, the date on the top right will say that the event occurred on the random date in september that he clicked "completed event", not on the actual date he completed it. When my boss tells me to schedule a…
16 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 Documents in Activity from Imaging
It would be so very useful to be able to link a document to an activity from the record's linked Redtail Imaging folders. If you are referencing completing or creating something for a client you can include the version in the activity, only saving it in one place.
16 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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Please add
Please add "Forever" as one of the date options in the drop-down when searching activities. For the time being we have each manually entered a random date hundreds of years ago to a date hundreds of years in the future, though it was be much simpler to have a "forever" or "all" button.
16 votes -
Activity Template
Allow activity template categories as an easier way to organize our seemingly endless list of activity templates. Maybe allow them to be categorized by department or team
16 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 -
Linked Accounts for Activity customizable information
When viewing the linked accounts to an activity, you can currently only view the account number and the Company name.
For an RIA who maintains one custodian relationship, seeing the company name is quite useless.
It would be helpful to change this in our preferences so we could see the Account Number and Registration or, if not the Registration, then the Account Number and Account Type.16 votes -
Client tasks/Activities
We have run into a problem of trying to keep track of what exactly is pending from the client. For example, client says they will provide us with a copy of he/her 401k statement. After following-up a few times, it is left in the client's hands to get that to us without leaving an activity on someone's list. But when we meet with the client again, it is tedious to recall what all was outstanding with the client. Especially if it is several pieces the client has just randomly provided. If there was a "Client's Tasks" or to-do. We could…
16 votes -
past due activities view should be default view
When looking at Today, I'd like to see "Past due" as well as "tue today" activities as a default
16 votes -
Addd a QUICK Advisor/Assistant To-Do-List button
Addd a QUICK Advisor/Assistant To-Do-List button
15 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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Open Activities
I created a new activity type - outstanding issue to mark those things where we have reached out to the client but not heard back from them so the issue is still outstanding. Normally I'd put this in important information but that field is too easy to ignore (until you fix that, right?). My thought was to just add a date on those activities for the end of next year but I realized I can't easily see that. It doesn't show up on the main contact page, doesn't show up when i click on activities, and there is no quick…
15 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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Email's sent regarding an activity need improvement
When I create or update a task and add my assistant as a user, she receives an email with a very generic note that says an activity has been updated or created.
It would be very useful if at least the subject of the task could be the subject of the RedTail email, and it would be even better if the advisor assigning the task would be listed in the subject line as well.
example email subject line:
"Rep Name" - "Client Name" - Subject of activityThe subject line does not need to contain sensitive data that could be…
15 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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Allow users to set whether a custom activity is either an appointment or task
We created a new activity category that is basically a special kind of task. Unfortunately, Retriever identifies all custom activities as appointments, so now these tasks are syncing with advisors calendars, where we don't want them. Please allow users to program whether a new activity category is an appointment or a task, to allow us greater calendar customization without flooding outlook calendars with clutter.
15 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 ability to sort / filter activities by a contact's status or contact's category (e.g. segment)
we have our clients segmented into 4 categories and it would be really helpful to be able to look at activities, especially past due activities by client segment. If we could filter the past due activities by contact category that would allow us to to see what outstanding activities remain by client service tier
15 votes -
Activity pop up permission/privacy option
Can you add permission/privacy options on the pop for activity? Same way we have it on the pop up for new note?
15 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 -
Automation
The option to update/set field for UDF does not currently exist in Redtail. You can set a field with the trigger being "Activity Added", but the options of the field to update is limited to:
Activity Type
Activity Category
Activity Importance
Activity Priority
So does not include a UDF field.Also, we would want the trigger to be Activity Category marked as completed - not added, so the UDF field would be updated once Activity was completed. Otherwise we would have to remember to delete, if Activity is cancelled. Currently a UDF as Review date field for each year. We…
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 -
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
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