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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346 results found
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Option to automatically rollover activity
It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…
1,217 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 creating new activity, give users the option to make the "more details page" the default.
Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.
Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.
Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to…
765 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Option to view all activities
Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.
383 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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Linking Activities, Workflows, Notes, Documents, & Opportunities
Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.
Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.
Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.
Add ability to link multiple Notes to Activities and Workflows.
Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.
Add ability to link Opportunities to Activites…
333 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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Open Activities from Today screen - order of Past Due
When you choose "Past due" activities, it starts with the oldest, and separates them onto multiple pages. When you try to order newest to oldest, it only orders THAT PAGE, which is useless. I need to see my Past Due from the most recent to the oldest. There is no way to do that efficiently. You have to find your last page, order that page, work through that, then go to the next page and work through that. It's very clunky. Please allow ALL Past Due activities to be ordered from newest to oldest, not just the current page.
279 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Meeting Agenda's
More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda…134 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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adding multiple contacts to an activity
This is a duplicate of other requests but until you decide to pool similar requests......
When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!
120 votesThe suggestion may be planned, but there is no timeline on this feature being added.
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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checklist
Add the ability to have a checklist within a task for tasks with multiple steps or subparts.
114 votes -
complete activities from calendar view
Please return our ability complete activities from calendar view as we had in LeapFrog Legacy.
107 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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**Please don't classify activities as past due until after the end date**
If I create an activity that needs to be finished by the end of the month, it shows up as past due every day and I have to manually roll it over each day.
Use the end date entered when creating the activity to determine when an activity is "past due"
Or add the ability to set things up this way when creating an activity.
106 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Timeline
Love the timeline feature, but I wish each item included the client name as well as what was changed.
101 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 Privacy Options- change default from Everyone or allow users to change default
The new Activity Privacy Option defaults to Everyone. Few if any databases are going to want Everyone to see activities or to see colored blocks on their calendar marked Private. That means thousands and thousands of changes to activity privacy display. INSTEAD, change the default to Only Attendees, OR, allow users to change their default.
96 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact name should show first for activities
The name of the contact should be the first thing we enter for a new activity. We prefer to use a simple flow:
- Who's it for?
- What's it about?
- Who's owns the activity?
When we open a calendar entry, the first thing that shows up is the Subject when the first thing we want to see is the Contact. Also, when our calendar gets full and appointments are stacked, we don't see names. It would be nice to see the client first from the Add Activity screen through the "More Details" screen for the activity.
Maybe this can be achieved…
96 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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Please fix past due tasks to show on contact page again (Twelve month window).
Please return default range for open tasks to last six months and next six months. The new "Open Activities for Next 30 Days" is frustrating.
First, the goal of the CRM is to quickly see what is going on with the client. If I just met with the client and didn't complete the meeting notes and tasks, there is no indication there is recent activity on the contact page. (i.e. looks like nothing is going on, and the client was just in the office yesterday.)
Second, Clicking on PAST DUE activities on the top of the contact page DOES NOT…
82 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 "Call History" log similar to "Email History"
Add a log for phone calls that can have an associated client, sound (call recording) file, description, and time and date. It would be nice to have this set up on the contact overview page so that an overly filtered report or search wouldn't need to be done every time. This would be especially useful to have on hand when a client calls so that no matter which team member or employee answers, they can quickly and efficiently see all phone communication with the client.
Integrations with providers like RingCentral could be added to help pull the calls into the…
79 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 report based on date activity was created
We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.
77 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 and timestamp for activity notes/descrition
We would like to see a date and timestamp for each addition to the notes/description section of an activity
76 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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Searchable activities on Dashboard/Today's Overview
It would be good to be able to search Activities on Dashboard or Today's Overview to find particular activities for multiple clients (such as spouses or employees of the same company).
75 votes -
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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