Time tracker
Similar to Toggle, something that when you're in the CRM on a client, you can hit a button and it times who is working on that client and for how long, maybe have project options. This would be very helpful when you have to bill clients. Also, you'd have a log of how much time you spend with that client.
Melissa Lamey
shared this idea
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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Anonymous
commented
Since the industry is moving more towards fee-only planning, being able to track the time on the activities you create would be more than ideal. In fact, I believe adding this feature would differentiate Redtail from all other CRM's available.
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Garrett Eller
commented
Being able to generate a report of time spent on specific projects for specific clients would be a great benefit.
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Anonymous
commented
This would be a true asset for payroll and tracking time of hourly employees
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Anonymous
commented
Time Management: It would be helpful if a report could be ran for the time spent on a category. For example, if I create a specific category for working on financial plans and then could pull a report based on the time spent on this category, that would be a great time management tool. I log all the tasks and appointments by type and would like to know the time spent on various items. This would also be great for time management of employees and different positions with a company.
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Lisa
commented
It would be wonderful to have a billing timer in Redtail - or at least one that integrates well. "one hour on Jones task A, 30 min on Smith task b" etc.