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.
346 results found
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Annual Review Checkbox
Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.
44 votes -
'Assigned to' Activity Column Viewing
It would be helpful if the 'Assigned To' column within the Activities tab were able to be permanently expanded to show all users (instead of stating "3 users", for example, and list out the names).
12 votes -
add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)
we have our clients segmented into 4 categories and it would be really helpful to be able to look at activities, especially past due activities by client segment. If we could filter the past due activities by contact category that would allow us to to see what outstanding activities remain by client service tier
12 votes -
Comments in Linked Notes
In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.
13 votes -
Activity Location - allow for this to be a zoom link
It would be great if the "location" on an activity could be used to store a zoom link. This field appears to only hold text. OR please add an additional field for Activities that can store a Webex or Zoom link, so it doesn't need to be typed in the description.
30 votes -
Task Rollovers
Tasks and Calls that are "Open" (not completed) should automatically rollover - otherwise they can get lost. As an alternative, allow this to be a choice under user preferences.
6 votes -
checklist
Add the ability to have a checklist within a task for tasks with multiple steps or subparts.
99 votes -
Add Ongoing Activities Tab
Add an Ongoing activities tab for activities that have started but haven't ended yet. Currently, if an activity spans multiple days, it ends up in your "Past Due" Activities.
An Ongoing activities tab would allow for easier activity organization and efficiency.
3 votes -
Links in Automated Redtail Notification Emails
When a notification is emailed, it should have a corresponding link in the email to click to take you directly to the task/activity.
6 votes -
Change Activity Time Stamp
When I Save and Complete an Activity, the time stamp it receives is when I save and complete in Redtail, not when the activity actually occurred. For example, if I have a client lunch at noon on Monday, but don't get around to saving and completing the activity in Redtail until Wednesday, the time stamp is for Wednesday rather than Monday. I should be able to change the time stamp to the correct date/time.
12 votes -
recurring activities
Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.
1 vote -
Locked Types and Categories to different levels of users
Locked Activity Types and Category options so that only certain types of users can use those types/categories.
1 vote -
Only one user editing a Task at a time
Will you please make it so only one person can be in an activity at a time. My colleagues and I have experienced having lost important information or date changes to a task because 2 people or more were in the same task.
2 votes -
recurring activity selecting end date
When selecting the end date for a recurring activity, how about putting the the start date in the calendar box? Currently it is November and I created a recurring activity for January. When I go to select the end date, it starts with the current date in November. There is no case where a recurring end date would be before the start date.
3 votes -
Activity Location and Attendees need to show in Notes once an activity is saved & complete
Activity Location and Office Attendees need to show in Notes once a meeting activity is saved & complete. This would be helpful for future reference to know which advisor met with client and where did they meet.
3 votes -
Activity appearing on today's dashboard until it is completed
We would like to create a task (activity) and set it for a span of several days or weeks, just to ensure that it remains on our today dashboard until we mark it as completed. Currently, the tasks (activities) disappear after the day that they start, even if they are still outstanding.
7 votes -
A way to set business hours, so activity update notifications via Notify Team only come through by email during that time frame.
I work after-hours, and update numerous activities at night or evening time. I would love if there was a way for users to set their own business hours in Redtail (not from their email), so I can use the Notify Team feature as I go without bothering them.
(My current workaround is to mark the activity title with a symbol, then the next morning, go back into each task I updated, and select Notify Team, then save it again so they're notified.)
The suggestion would be to implement a way to delay the activity notifications so they are not sent…
3 votes -
priority list
Priority List is 1-6
Make the Priority List 1-10. I do more than 6 items in a work day.45 votes -
Activity duration field choices
The default Activity duration under 'Preferences' is limited to choices of 15 minutes, 30 minutes, 60 minute. Can you please add 45 minutes and 90 minutes to this list? thank you.
7 votes -
Customizing Activity Detail Fields
o Can we create a customized Activity report by owner, by date and viewing other’s activities?
o Similarly, is there a way to see all completed activities for multiple users and contacts in a given time period?
o Can we customize the Type field?3 votes
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