Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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111 results found
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Hover over appointment for location details
Please include location as part of the details that pop up when you hover over an activity on the calendar.
38 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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calendar activities not showing the entire title
Attention Redtail Team: The activities on the Calendar REALLY need to list the entire description of the activity without hovering over it. The text NEEDS to wrap!! Are you guys working on this? This has probably been the number one complaint since the update. We've already missed a few things for appointments because WE NEED TO SEE THE ENTIRE TITLE!! Please get on this ASAP!
32 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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Assiging multiple users to a task/activity
Prior to your latest release, we used to be able to assign 2 users to a task/activity right when entering the task. Now we have to enter the activity, then go back into it to assign a second person to it. This leaves room for error and makes what used to be a one step process, a 2 step process.
31 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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updating completed activities
Why is there a save button when viewing completed activities - If you amend a completed activity and click save you get an error message telling you to uncomplete the activity first - If you can't save an update, there shouldn't be a button or you shouldn't be able to enter any information without uncompleting first.
36 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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Contact name should show first for activities
The name of the contact should be the first thing we enter for a new activity. We prefer to use a simple flow:
- Who's it for?
- What's it about?
- Who's owns the activity?
When we open a calendar entry, the first thing that shows up is the Subject when the first thing we want to see is the Contact. Also, when our calendar gets full and appointments are stacked, we don't see names. It would be nice to see the client first from the Add Activity screen through the "More Details" screen for the activity.
Maybe this can be achieved…
96 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 and Edit Email Notification
When creating a new task if I hit the blue button, (create and edit) I dont want the assignee to be notified until I complete the edit. What happens now is I hit create and edit and the assignee gets an notification email then when I save they get a second email. Turning off the initial notification doesnt make sense because sometimes I just create the activity and I dont need to edit. Hope that makes sense. Basically if we hit the blue button for create and edit, it should delay notifying the attendee until I am done editing and…
12 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 Notifications at Time of Activity
We receive and email notification at the time the activity is created but we should be able to receive another email when the activity is to be started!
This would be especially useful when an activity is created months ahead of time. Not everyone checks the overview regularly and it can also look very overwhelming when there are a number of activities. Receiving an email on the day it is to be started would reduce or eliminate the chances of an activity being overlooked.
44 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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Why do I have to filter my dates in activities every time I sign into Redtail
It should automatically stay that way. Another inconvenient time consuming thing in Redtail!!
18 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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Searchable activities on Dashboard/Today's Overview
It would be good to be able to search Activities on Dashboard or Today's Overview to find particular activities for multiple clients (such as spouses or employees of the same company).
75 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 report based on date activity was created
We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.
77 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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Phoning List
It would be really nice to have a feature just for calling clients. It would be a list of prospects or clients you are trying to make appointments with. It would allow you to click reached or not reached. It would also allow you to click "appointment made", bringing you to your calendar to schedule a good time to meet. It would also have a notes section so you can keep track if you left a message or not OR to leave information talked about during the phone call. These notes would attach to the prospect or client's file. There's…
11 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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Dates on Open Activities list on client dashboard
On the client dashboard could you please list the date for that weeks activities. Once it gets to the current week it only states that day of the week. But when I am trying to confirm appointments and am in the clients account I have to open the activity to verify the date. I would be nice if the actual date is listed for all activities, even the activities that take place on the current week.
32 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 fix past due tasks to show on contact page again (Twelve month window).
Please return default range for open tasks to last six months and next six months. The new "Open Activities for Next 30 Days" is frustrating.
First, the goal of the CRM is to quickly see what is going on with the client. If I just met with the client and didn't complete the meeting notes and tasks, there is no indication there is recent activity on the contact page. (i.e. looks like nothing is going on, and the client was just in the office yesterday.)
Second, Clicking on PAST DUE activities on the top of the contact page DOES NOT…
82 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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Notes and account(s) linked within an activity
Currently, when an activity that is linked to an account, has notes added within the activity, those notes appear in the notes section separately from the activity itself and the account which was originally linked to the activity is not linked to the note. I would suggest notes that are added within the activity get rolled up into the activity so there is one thread/history so all the separate notes that were added within that activity are bundled in one section with the appropriate account number linked to the original activity. It would also be helpful if multiple accounts can…
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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Allow multiple activities to be created off of a single linked note
Multiple activities may be activated by a single note. Why post the same note multiple times or enter the same text into each activity to have a linked note to each activity? This will streamline the notes section with regards to linking and streamline the process. Allows less manipulation by those assigning activities.
28 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 a rolling reminder to contact a client X days after last contact
Set a reminder or activity that automatically prompts to contact a client at a specified interval after the last contact. That is, activity automatically repeats 30 days (or 90 days, or 180 days) after the last activity is completed. Currently repeating tasks must be hard coded to repeat at specified intervals; they are not sensitive to completion of the last iteration of the task.
28 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 Multi-day Activities in Today's Overview "Open Activities" Section
If we add an activity to the calendar that starts on Wednesday and ends on Friday, it will only show up under Open Activities on Today's Overview on Wednesday. We would like it to show up on Wednesday, Thursday and Friday.
28 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 a "Call History" log similar to "Email History"
Add a log for phone calls that can have an associated client, sound (call recording) file, description, and time and date. It would be nice to have this set up on the contact overview page so that an overly filtered report or search wouldn't need to be done every time. This would be especially useful to have on hand when a client calls so that no matter which team member or employee answers, they can quickly and efficiently see all phone communication with the client.
Integrations with providers like RingCentral could be added to help pull the calls into the…
79 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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Update Repeat Options for Recurring Activities
Standard repeat options are missing.
For REPEATS MONTHLY, specifically when you choose "Repeats Monthly ON" you are given the choices of FIRST SECOND THIRD FOURTH LAST and the days of the week. In addition to the days of the week, you should also have the option of DAY and WEEKDAY. Which would allow you to setup these types of repeating schedules; FIRST DAY OF THE MONTH, FIRST WEEKDAY OF THE MONTH, LAST DAY OF THE MONTH, LAST WEEKDAY OF THE MONTH.
For REPEATS YEARLY, you should have the same options.
These are standard recurring/repeating calendar options on most all other…
62 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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