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.
43 results found
-
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.
9 votes -
Increased Limit on "Things to do Today"
Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?
9 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
-
Please create a "real time" view of things done in Redtail that day, like a social media feed
There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.
This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.
It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…
8 votes -
Show anniversaries in Today calendar list
In section that shows today's birthdays, also show wedding anniversaries. Maybe section box could be retitled "Special Events" or "Special Occasions".
8 votes -
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.
8 votes -
Alert triggers for price levels of stocks in my Market watch list
Alert triggers for price levels of stocks in my Market watch list
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!
-
formatting
Why does formatting look fine on one screen and not on another? I have an activity that includes the "&" character. On the Calendar and in the activity, I see the "&" but on the dashboard it shows up as "&"
6 votes -
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 -
Bulk actions in dashboard
I would love to be able to send multiple clients to search so I can do a broadcast email or note entry. This isn't possible right now on this screen and it sucks the life out of me. HELP! Thank you :)
6 votes -
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.
5 votes -
4 votes
-
pop up box stays up
In the past this did not happen, so something changed. Normally when hovering over a task a box pops up with more detail about the task. This is helpful, but what is not helpful is when it stays up even when moving off the task. The box just blocks seeing anything. The only way to clear it is to refresh the page. In the past it logically went away when moving away from the task.
4 votes -
Having a note appear on Today page, when someone tags you
Can you make a section that shows notes in which you have been recently tagged in? There are sections on the Today page for apps we don't event use, but we have to toggle and search for notes that someone has tagged us in. That sounds backwards.
3 votes -
AUM graphs - would like to see a graph for accounts by type by dollar amount
Would like to see graph for accounts by type be by dollar amount of aum (or percentage of aum) instead of number of accounts.
3 votes -
Please Remove Next Button on Today Screen
I don't like how I can't scroll through everything on the today screen anymore. You've changed it to where I have to click next. So I am not able to prioritize my list as a whole any longer. I have to toggle between two screens that have loading time each time I click Next. Please eliminate the NEXT button and have everything on the Today screen like it use to be.
3 votes -
birthdays
Can he birthday alerts have a setting to where it's a month in advance, not just same day?
3 votes -
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 -
Today's Birthdays on the homepage should have the option to send to search
It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.
3 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!
-
watchlist
Would like to see percentage change on watch list not price change. Ideally both, but if only one then it should be % change.
3 votes -
Insurance age changes need to show on the daily reminders along with birthdays. If you need additional information please call me.
Insurance age changes need to pop up daily as reminders, just like birthdays. An age change happens six months prior to your actual birthday. In September I want to contact my clients and prospects with birthdays in April. I want them to have an opportunity to buy insurance before the rate goes up because they are a year older. If you need further clarification please give me a call. (405)743-0035.
1 vote
- Don't see your idea?