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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Activity - "Waiting for" field
Activities are often delayed when waiting for a response or action to be completed by a non-Redtail user. I would like a "Waiting for" field that displays as part of the activity list to indicate why an activity isn't being completed.
I currently do this as part of the Activity description, but I have to remember to delete that part prior to completing the activity so it doesn't become part of the permanent Note title.
15 votes -
Add/Remove Activity Attendees in Bulk
Currently, users can only Reassign attendees, which has the effect of removing ALL current attendees.
Users need a way to add/remove particular attendees from activities in Bulk, similar to how Permissions works.
This will help with users who are being disabled, and their activities to be a reassigned to another person, without replacing any other attendees on those said activities.
15 votes -
Make it a site preference that activities and workflows have to link to a contact
It's way too easy to create an activity or a workflow that is not linked to a contact. The contact link really should be required, but at the very least you should be able to set your preferences so that either it makes it required for you, or it gives you a warning if you've left it blank. It's incredibly frustrating to realize (assuming you do) that you haven't linked the contact to a workflow or activity, and have to somehow track it down to add it. And then it's even more frustrating as a manager to run a report…
15 votes -
14 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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Reminder to Save activity
When working in an activity either creating or updating, it would be supercalifragilisticexpialidocious if a box popped up asking if you want to save it when you have not as typical products (like Microsoft) do. Please, please, please make this a priority! I searched but could not find it on earlier recommendations which surprises me because I was told by the RedTail executive at our National Conference that there had been much feedback asking for this after Tail Wag came out. That was in June...
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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Show Calendar Color Code in Activity Details "Type" Drop-down
Show assigned color code assigned per the "Type" of activity selected in the drop down menu within the Activity Detail.
Additionally, an option for CRM Admin to standardize all color codes selected would be nice.
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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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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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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automation for activity updated
Add to the Automation Template process for if an activity has been updated to automatically send an email to a user selected.
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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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 -
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 -
Move the SAVE button on activities and Notes to the top of the field NOT at the bottom
Move or add an additional SAVE button on activities and Notes to the top of the field NOT at the bottom
14 votes -
checkbox
Add the ability to use check boxes and drop downs within Activity Templates.
14 votes -
Include Phone number of contact on activities report
On the activities Report It give me the contact but not the phone number I understand that when I am on the computer I can hover over the contact name and get it but I print my reports out and take them with me and then when I have a free minute or two I will make phone calls.
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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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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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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While RT "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great.
While RedTail "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great! Potentially grant an admin the permission to create a team room, and assign appropriate members to a private team as a collaboration tool.
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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Link Activities From Calendar Integrations to Client Record via Attendees
Most firms include clients in a calendar invitation for a scheduled meeting as attendees by adding their email addresses. A smart feature would be to automatically link synced activities from the Retriever or O365 integration to the client record if there is an email match for an attendee.
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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add privacy option to activity templates
add privacy option to activity templates
13 votes -
notes in activity
It would be nice to be able to see all the notes, together, for a particular activity within the activity at least until the activity is marked complete. They tend to get mixed in with other notes in the notes section and it's hard to tell what is happening in that activity.
Or, it would be nice to have a button that would add the current date and time stamp to items typed in the description field.
13 votes
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