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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List of activities should have a Sort-able Due Date Column
Under the Activities menu item, there should be a column for the due date and you should be able to sort the list of activities by this date, like the other currently available columns. Without it, if you have an activity to call the client in two months, it shows on top when sorting by date, yet it has the latest due date of all activities.
17 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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date and timestamp for activity notes/descrition
We would like to see a date and timestamp for each addition to the notes/description section of an activity
76 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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activities
Be able to set a default activity timeframe that is saved by the user's preference.
10 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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When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.
25 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 clone and complet activity
Please give us the ability to save, clone, and complete activity in one step.
33 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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Arrange All Day Activities
We would like to be able to organize "all day" activities according to our priority (ie most important to get done that day we can put at the top of the day's list)
70 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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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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complete activities from calendar view
Please return our ability complete activities from calendar view as we had in LeapFrog Legacy.
107 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 - Linked Contacts - can sort online but doesn't in PDF
It would be great if the PDF report could print Linked Contacts alphabetically A to Z. I can sort A to Z online in the report section but when I select PDF it scrambles the names up so what I see on my screen does NOT match printed version. So frustrating!!! Also, if there are 2 linked contacts it prints "2 contacts" and not the names.
12 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
20 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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List the day of the week - Activities
Please associate the day of the week when looking at Activities. It would be very helpful for scheduling purposes.
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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noting tasks
it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well
27 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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Things to Do Today
The items in this section should remain on "today" until either completed or the deadline that we create has passed. For instance if I create an item yesterday to be completed by tomorrow, it's still a "thing to do today" and not yet "past due" or "upcoming". If this can't be changed, this section should be changed to "Activities CREATED Today" to be aptly titled for what it is doing. If changed, this would be a very useful working task list. As is, it seems very limited in its functionality. Seems like a very simple fix, just to change the…
26 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 Notes Linked to Account
For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.
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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table editing
I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful
22 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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Option to view all activities
Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.
383 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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Trying to add a linked account to an activity
When I try to add a linked account to an activity, all of my client's accounts appear but they are not in chronological order. This makes it very difficult to find the right account and wastes a lot of time. Please put the linked accounts in order so they are easily found.
7 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 and clone loop
When you click on save and clone on an activity you opened from the calendar you get a new window for the clone activity (I use this for the followup actions from an appointment). When you save the new cloned activity, the screen reverts back to the original activity - upon clicking on complete you end up back on the cloned activity (if you hit cancel you wind up back on the completed activity) - once the clone is saved and the prior activity has been completed you should end up back to the calendar page where you started.
19 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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Timeline
Love the timeline feature, but I wish each item included the client name as well as what was changed.
101 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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