Skip to content

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

54 results found

  1. Customize my Sidebar

    In Outlook or Yahoo mail I can add folders to my sidebar. I think it would be very useful to customize frequently used items onto the menu bar.

    I want to add certain frequently used workflows and reports to the sidebar. This would save the user from having to go through the menus of Reports>workflow reports>workflow tasks> tasks assigned to me by others.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Show multiday activities on today screen every day they span

    If I have a multiday task from the 1st -10th (of any month) the activity currently only shows on the today screen on the 1st. It'd love to be able to see that on the today screen every day from the 1st to 10th. I put some of them like that as I mean to fit them in my schedule sometime in that period but if I don't get to it day 1 I am more likely to lose track and now I can't just work off the today screen (which you should be able to do easier).

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Sorting tasks on the main page by overdue, today, and future

    Unless I go into the activity tab and filter to past due, or past due and today, etc. There is no easy way for me to see overdue tasks unless I manually keep pushing the due date.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Feature to move and sort tasks on today page

    I would love a feature that allows me to manually move tasks on the today page so I can put them in the order I want to do them. This would help me prioritize and move down my list of tasks rather than jumping around. I also wish there was a feature that allowed me to group tasks. To explain, we are going through a merger right now. There are tasks I need to complete, and then there are tasks that I need to be on so that I can follow along, take notes, and monitor, but there isn't always…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. AUM total

    Please add back full AUM value, not the truncated $***.xM -- too many clicks to get the actual value - not efficient

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Detailed AUM

    Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. AUM Tracking by Service Advisor added to Dashboard

    I would like to see our total AUM (not a rounded number) for the company and the breakdown of AUM for each Service Advisor on the dashboard

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. things to do today

    Things to do today- All Day Only

    Only display all day activities in the Things to do today section. I can see time specific items on the calendar.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Show All Activities Yet to be Completed

    Instead of only showing Activities Due Today, allow us to filter the date range for outstanding Activities (past due and xx days in the future) and save that preference, so we don't have to manually go in and filter the results each time.

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Add filters on Things to do today

    Please add filters for Things to do today similar to the calendar. I'd like to be able to filter out certain activity types for that day and focus on the prioritized tasks.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Chronological order in Reminders for Birthdays & Wedding Anniversaries

    It would be great to have Reminders listed in chronological order, instead of by Category.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. active workflow tasks today

    For active workflow tasks number on TODAY page in upper right, provide an option to toggle between:
    1. Only show past due and today workflow tasks. No future tasks.
    2. Show all tasks - past, today and future.
    I really don't need to see future tasks and would like to quickly know anything that is due to today AND in the past. Thanks!

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. List TWO Contacts in Things to do Today

    If one contact linked to activity, contact name is shown. If more than one, the link says "X Contacts" where X is the number of contacts. This should be updated so that two contacts also show the full names in the links, there is room to provide two names. Three or more can stay "X Contacts" but two or less should show the names. Most activities have both spouses attached and seeing all activities say "2 Contacts" is inefficient and hard for organizational purposes.

    27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. birthdays

    Can he birthday alerts have a setting to where it's a month in advance, not just same day?

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Allow Customization of "Things to do today" and other widgets on Homescreen

    Every person is different and every business focuses on different things -being able to fully customize the "widgets" on the home screen like reminders and workflow tasks would provide added efficiencies and provide a much needed "one-stop shop" for everything you need to accomplish for the day/week/month.

    For example, the "things to do" widget ONLY shows things due that day. A running, chronological list of the "next 10 tasks" due would be way more efficient and impactful or at least displaying all overdue tasks alongside the ones due that day. The extra step-through process of trying to locate outstanding deliverables…

    33 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Add View Completed Tasks option to TODAY page under "Things to do Today"

    On the TODAY page at the bottom of Things to do Today states: View my past due or upcoming items...

    Add a way to also VIEW COMPLETED ITEMS for today as well without having to run a report or go to calendar to view them.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Create a second value for AUM based on account type. Total value for a specific asset type or category to display on the main today page.

    Create a radio button or check box in the edit account field that designates an asset as "fee based" or "managed money", to separate commission based assets on the books from fee based assets on the books. This makes it easier to see the total AUM (fee based) for a quick view of those assets that are generating a fee based compensation.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Drag activities to organize

    Would like the ability to click and drag activities/tasks to organize them in the order we want each day. This feature would be great in Today's Overview and the Activities tab.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Things to do today remain w/out having to put in a Date

    Would love to be able to input "Things to do" on the Things to do today section w/out having to put in a date or timeframe. Then they would remain on my front page (and who's ever I designated) until we completed the task...Kind of like a notepad. We can "cross" off by completing the task but items will remains daily until we remove them...
    We would like to keep the calendar clean of items that do not have necessarily an end date but still need to be done.

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. schedule team notice

    It would be helpful if you should schedule a team notice and/or add an expiration date on certain notices. For example, an office meeting reminder for Friday. The notice appears all week until Friday and then is automatically removed. A scheduled one for Friday then appears to say "meeting today" instead of "meeting is Friday."

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Today's Overview  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3
  • Don't see your idea?

Feedback and Knowledge Base