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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26 results found
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Sorting of "Activities"
Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.
Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.
Please add the ability to choose sort parameters that stay in effect until I change them.
This is a HUGE issue for me.
188 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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To Do List
Would love to have the ability to keep a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.
84 votes -
customize today page
In old training videos the TODAY page had the client charts and other "tiles" on the screen. My TODAY page has "tiles" I will never use. I think it would be great to be able to customize the things you can see on your TODAY page to remove the "tiles" you don't need and add things like the Clients graphs or Quick Links that are unique to each user in the database.
50 votes -
Enable Custom Columns on Today Screen - We Don't Use Location
It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.
45 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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Allow Customization of "Things to do today" and other widgets on Homescreen
Every person is different and every business focuses on different things -being able to fully customize the "widgets" on the home screen like reminders and workflow tasks would provide added efficiencies and provide a much needed "one-stop shop" for everything you need to accomplish for the day/week/month.
For example, the "things to do" widget ONLY shows things due that day. A running, chronological list of the "next 10 tasks" due would be way more efficient and impactful or at least displaying all overdue tasks alongside the ones due that day. The extra step-through process of trying to locate outstanding deliverables…
37 votes -
Allow Default Setting for Past Due Activities/Workflow Items
Please allow a default setting to view all current and past due items. Having to manually find past due items really defeats the point of having assigned items to begin with. Thanks!
35 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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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.
30 votes -
Moving team notice; rearrange "Today" page
It would be great if we had the ability to customize and rearrange our "Today" page, ideally to be able to move Team Notices to the top so they are seen even above tasks.
28 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.
23 votes -
It would be nice to customize the home page. I don't need some of the windows.
It would be nice to customize the home page. I don't need some of the windows.
22 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.
18 votes -
Team Notice Acknowledgement
Sometimes a team notice is very important for everyone to see. It would be nice to be able to allow users to acknowledge it so you know when everyone in the office has seen it. Also maybe it should pop-up as a window to dismiss when you first login so you can't miss it.
17 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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allow today view to to show our preference of today's activities
I want the ability to change the preference on Today to show Today's activities AND past due at the same time. Sure, it isn't for everyone, which is why I should be able to turn it on only if I'd like.
16 votes -
On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is
On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is more than one contact that it say the contact's name, and 2 others... or something similar.
16 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 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…
12 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?
10 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!
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Customize my Sidebar
In Outlook or Yahoo mail I can add folders to my sidebar. I think it would be very useful to customize frequently used items onto the menu bar.
I want to add certain frequently used workflows and reports to the sidebar. This would save the user from having to go through the menus of Reports>workflow reports>workflow tasks> tasks assigned to me by others.
5 votes -
AUM Tracking by Service Advisor added to Dashboard
I would like to see our total AUM (not a rounded number) for the company and the breakdown of AUM for each Service Advisor on the dashboard
4 votes -
active workflow tasks today
For active workflow tasks number on TODAY page in upper right, provide an option to toggle between:
1. Only show past due and today workflow tasks. No future tasks.
2. Show all tasks - past, today and future.
I really don't need to see future tasks and would like to quickly know anything that is due to today AND in the past. Thanks!4 votes -
Detailed AUM
Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.
3 votes
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