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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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328 results found

  1. 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.

    21 votes
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  2. 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.

    23 votes
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  3. 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.

    6 votes
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  4. 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.

    4 votes
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  5. Activity template permissions

    I want to be able to pick permissions for activity templates. We are trying to keep each advisor's business separate and only with permissions in activities can that be done fully (so no one unauthorized can edit it, which is what we really want). I thought if we had them use templates they wouldn't have to remember to do that each time but that isn't an option I see. Please add!

    3 votes
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  6. Activities filter dates-

    Activities Filter dates- Would like a default option for open/completed activities filter dates to lock for the user's preferred time period. This option would be accessible in the Preference area like it is listed under Activity Management, so it would only change if selected by the user to switch from default.

    3 votes
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  7. Activity Report Export - Add columns for user that completed and completion timestamp

    an activity can be assigned to multiple users but firms what to know/report who actually completed (i.e. user that completes the task). Please include the date/time activity was completed.

    3 votes
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  8. custom dates -

    Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time

    1 vote
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  9. Activity Template - Add checkboxes, fillable PDF style

    I like the idea of an activity template but I have some processes done now on forms that have nice spots to check off things and in activities I cannot do that. I would love a checkbox bulleted list option like in OneNote. I also would love to be able to make some default activity template text not editable and make it obvious where a person needs to fill out their info. I don't want them deleting 'Account Type - ' to put in (on a new account template) IRA. I also wouldn't mind making some boxes or fields required…

    6 votes
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  10. 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.

    4 votes
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  11. The ability to change the default setting of the activities on the contact landing page, so I can specify a custom date range

    The ability to change the default setting of the activities on the contact landing page, so I can specify a date range other than "Past Due and Next 30".

    4 votes
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  12. Redtail Notification

    Add a URL link to the Redtail record in the notification email. This will allow the user to click on the link and go into the record that the activity is for.

    1 vote
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  13. Program a 'Tomorrow Button.'

    Just as there is a Today button in RedTail, there should be a Tomorrow button. If you press it it would give you a screen that displays just like the Today screen but with tomorrow's activities. I understand there are a number of ways to find out what is coming up tomorrow, but if you programmed it, it would be a great convenience for your users. I know I look to see what is coming up tomorrow every day. If I could see that info with one click I would greatly appreciate it.

    3 votes
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  14. Set up different categories for activities

    We want to be able to run a separate list to house a specific list of Category types and filter out the others. For example, we have a staff member who has both marketing related tasks and new business related tasks. We want to be able to have her run two separate lists so she can separate out marketing tasks and new business tasks. Only function I see is to sort alphabetically

    1 vote
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  15. Set up different categories for activities

    a way to set up a custom task list under the Activities tab? We want to be able to run a separate list to house a specific list of Category types and filter out the others. For example, we have a staff member who has both marketing related tasks and new business related tasks. We want to be able to have her run two separate lists so she can separate out marketing tasks and new business tasks. Only function I see is to sort alphabetically

    1 vote
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  16. Allow user to set up a default for any activity "attendees" to be three people, or a team rather than just that one user.

    Saves time and remembering to drop down and add attendees for every activity set up by all Redtail users. Better notification process fro both activity actions and addition of new Notes for a contact.

    3 votes
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  17. Allow user to set up a default for any activity "attendees" to be three people, or a team rather than just that one user.

    Saves time and remembering to drop down and add attendees for every activity set up by all Redtail users. Better notification process fro both activity actions and addition of new Notes for a contact.

    3 votes
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  18. Add: "All Past & Future" to Activities Filter

    Add: "All Past & Future" to Activities Filter

    I set long term activities and it would be great to not have to build a "Custom Range" filtered activity in order to see all activities that exceed 12 Months.

    4 votes
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  19. Reports/Activity Reports/Activities by Contact add writing advisor name to show on the export of the report

    If I can filter by Writing Advisor, why can't it show on the report I export? When one Servicing Advisor is working for 3 different Writing Advisors, we need to see which clients are assigned to which Writing Advisor.

    3 votes
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  20. completed date

    On activities we should be able to put a completed date in the past.
    e.g. If I have a mtg on 5.3.22 but couldnt complete my notes and details until 5.10.22 , the system shows the activity was completed on 5.10.22 and no option to actually list 5.3.22 when the activity was really completed.

    3 votes
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