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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111 results found
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Assigned activities
It would be great to have the option to receive an email notification when a task that I have assigned to someone else has been completed. The only way to accomplish this now is if I assign myself as an attendee on the task. This clutters up my activities list, making it difficult to discern which tasks I'm actually responsible for versus those that were assigned to others and still outstanding.
34 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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Lock Open Activities from Editing
We would like to see an ability for "lock editing" on activities so that only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.
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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Create default privacy option setting for create activity window
Please allow a default setting for create activity screen or activities created by activities created by integrations like Acuity to allow the privacy option to default to a specific team rather than Everyone. As an IAR in a firm of more than 24 advisor teams, changing this each time an activity is created is time consuming; when an incorrect team is selected, it’s necessary to ask the administrator to change it.
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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Make Past Due & next 30 days... More than 30 days.
Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.
I see that this was completed in 2017, but don't see it on my system
24 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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Retriever Cloud Disconnect Notification
I missed an appointment today because my sync between Retriever Cloud and Office 365 broke. As of now, there was no other way I would have known this happened besides missing my appointment.
We should get some sort of notification that the sync is broken.
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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Add a time stamp to activities
Add a time stamp at the end of every documentation or update on activities. When I previously worked with Junxure, they had a CTRL + J feature that would time stamp with initials of who wrote it.
52 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 activities to left menu bar
Separate appointments (or events) from activities. Task activities don't belong on the calendar and take up too much space at the top of the calendar. A separate activities section that lists lists all tasks like Outlook is desperately needed.
114 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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Strikethrough option
Please add a strikethrough font option for the description part of activities and tasks
21 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 Description Color Coding
Activity Description Toolbar: Add font color/highlighting.
When adding notes to the Description in Activities, it would be incredibly useful to have the option to change the font color and to have highlighting capabilities. Thank you!74 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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23 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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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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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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when linking accounts to activities can you add ability to link multiple accounts at a time
when linking accounts to activities can you add ability to link multiple accounts at a time
46 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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Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group
Link Workflow to Activity Templates so that you can see the task for the group, along with notifications and attaching supporting documents in workflow.
21 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 field for duration to indicate time spent to complete a task - non-scheduled activity
Add a field for duration to indicate time spent to complete a Task (i.e. non-scheduled, non-time delimited activity). Allow this field to be completed on each step of a Workflow in order to track time spent on various tasks. This field should be exportable along with contact, user, category, subject, duration, and date in order to review time spent per contact. This married with revenue per client will enable analysis re: profitability/client and productivity per user.
9 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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notification
If an activity is created by user A and assigned to User B. It would be nice if when user B completes the activity user A could be notified via email as if there were an attendee on the email.
It would be great to have a box selection for this when the creator generates the redtail and assigns it or that be the deault on the activity is created.
6 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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Color code tasks from the Dashboard, not just the Calendar
I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.5 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 stamp
Would it be possible to have an icon for a date stamp within the note field of an activity? So if someone posts something they do in an activity that moves along (or that multiple people are working on), they could just hit that instead of having to type the date in.
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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Junxure Time Stamp
Within an Open Activity, there will be a sequence of notes, most recent on top, of what is being done with that particular activity. Junxure offered CTRL J which equaled (sample) "10/9/19 BMW 1:00 PM", it was great. I have offered this suggestion in Request #626395 8/21/17 and #695898 1/3/18.
21 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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