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Redtail CRM

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1659 results found

  1. linked notes

    When notes are entered, can they be ascending rather than descending with the most recent note at the top of the box?

    8 votes
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    0 comments  ·  Notes  ·  Admin →
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  2. Please setup a two-way integration with Laserfiche.

    The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.

    6 votes
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  3. Import Tool

    Perhaps I'm missing something, but I find no area where I am able to do a custom import. It would be helpful to have the ability to import a CSV file to update contacts, workflows, activities, etc. Most CRM systems have this capability.

    21 votes
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  4. Automation Added based on Trigger Activity Added - More Conditions Needed

    Please add more conditions when selecting Trigger Event Activity Added such as:
    Created by equal to User X
    Created by equal to Team Y
    Activity Template equal to Template ABC

    25 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. Add account number field when creating an activity

    We always have to click "create & edit" to add account numbers to a task. It would make it a lot quicker if we could just have an account number drop down field in creating a task so we can just click "create activity".

    8 votes
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    0 comments  ·  Activities  ·  Admin →
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  6. workflow task due date

    In response to another post "Workflow Template - Assign Task Due Date," I understand that the timeline for a workflow is set by the steps, but it would be helpful to be able to pre-determine due dates of tasks or at least when manually going in to edit a task, that step due date shows so you can make sure your task due date isn't set too early or too late.

    20 votes
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    0 comments  ·  Workflows  ·  Admin →
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  7. Create a Time Log Box with Start and Stop on Contact Page

    Create a Box that has a start/stop timer with dropdown box when you press stop and logs the time that was spent doing a certain activity. A simple "Button" that says "Start"...then it switches to a "stop" button. When you press stop a dialog box pops up and you can say what that time was spent doing either manually or with a template. Then it creates a data log of the time spent in the specific contacts folder.

    6 votes
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    0 comments  ·  Timeline  ·  Admin →
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  8. Notify User

    Our office likes to notify other employees in our office of recently added notes, basically just "FYIs". I know we can notify a users or team when we are creating the note, but I seem to forget to do so until right after I save the note.
    I would love if Redtail would add "Notify User" as one of the Action Items after a note has been added/saved.
    As of right now, if I want to notify a user and I forgot to do so, I have to delete the note and copy and paste the info into a new…

    28 votes
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    0 comments  ·  Notes  ·  Admin →
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  9. Workflows Tasks start anytime

    I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.

    12 votes
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    0 comments  ·  Workflows  ·  Admin →
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  10. Move workflow tasks within a workflow template from one step to another

    Ability to move tasks within a workflow template from one step to an existing step or a new step. Currently, you have to create an entirely new task within the step. Some tasks have detailed information and it would be nice to be able to reserve that info versus retyping or copy/paste.

    24 votes
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    0 comments  ·  Workflows  ·  Admin →
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  11. When one activity is added it can trigger another activity to be created

    Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. Calendly Integration

    I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?

    43 votes
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    2 comments  ·  Calendar  ·  Admin →
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  13. Need to be able to edit notes

    It is imperative that you add the ability to edit a note. Very Very IMPORTANT!

    44 votes
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    1 comment  ·  Notes  ·  Admin →
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  14. Please make it so we can REORDER notes and edit the date of them!

    I often have to add in older notes but there is currently no way to reorder these older notes to appear in the correct order. It would also be helpful to edit the date of the note when I have to add an earlier date at a later time.

    28 votes
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    0 comments  ·  Notes  ·  Admin →
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  15. Please give us more recurring scheduling options

    I can set an activity to repeat on the first Monday (etc) of the month, but I cannot set it for the first (etc) day of the month. Very frustrating options, I go in circles frequently trying to decide how to set recurring activities to accomplish what I need to. Often I have to chose something that is less than perfect, knowing that each month when it comes up I will have to manually adjust it to be what I need, and hope I don't miss it before that happens.

    19 votes
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    0 comments  ·  Calendar  ·  Admin →
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  16. bubble stays open too long on calendar when hover over subject

    The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.

    24 votes
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    1 comment  ·  Calendar  ·  Admin →
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  17. calendar background color for today's date

    Darken background color for TODAY's DATE on Calendar to make it more prominent

    17 votes
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    0 comments  ·  Calendar  ·  Admin →
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  18. Default Permissions

    When working with multiple teams, there should be a way to default all records associated with a contact to the permissions assigned to the contact. It is a manual and multi-step process to ensure all activities, notes, etc related to a contact are set to the same permissions as that of the contact. This should be accomplished either through automation and/or be able to be set by the admin to apply throughout the instance. By defaulting to a set team and then having to make a manual adjustment to assign to a different user, team or role makes a lot…

    7 votes
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  19. Add documents to workflows!

    We really need to be able to link Documents to workflows. We have several workflows for trades and such that we need to attach spreadsheets to, the way we can on activities. There are a few workflows we haven't built because we can't attach Documents to them like you can to an Activity. This is super frustrating!

    143 votes
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    6 comments  ·  Workflows  ·  Admin →
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  20. Householding Data

    Ability to view Household data. Meeting w client outside office and need ability to recall spouse and kids names!

    4 votes
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    0 comments  ·  Mobile App  ·  Admin →
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