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!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
244 results found
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Delete unused activity types used by others on team
I work on a large team and everyone uses different activity types, so when I create an activity I have to look through a list of like 30 activity types instead of just the five that I specifically use. It would be great to be able to customize my preferred activity types by deleting things that aren't relevant to me.
3 votes -
Remove automatic consolidation of completed activity notes.
New update makes completed activities on the main client page consolidate. This creates a ton of re-work in having to go back to open each closed activity to review recently completed activities. Please make this a default that can be turned on or off.
3 votes -
Option to remove activity note consolidation
On the main client screen, completed activity notes all condense and have to be clicked to open to review. Please make this a preference so it can be turned off. This causes a ton of re-work in having to open each one to review recent closed activities.
1 vote -
Automatically turning a Client Review into an Activity
I am currently automating a “Client Review” process for a financial client on a quarterly/annual basis. However, Redtail’s Client Reviews module does not allow for direct integration with the calendar — meaning you cannot turn a review reminder into a complete activity or associated notes.
My problem is:
When a Client Review is marked complete, the system does not automatically schedule the next review date or create an associated activity. So the question is: Does Redtail have a built-in integration, or is there a tutorial for:
Automatically turning a Client Review into an Activity, so that you can take notes,…5 votes -
location
Have the "location" box be customizable & searchable. Allow usage for Any Text, List of Values, etc.
3 votes -
Add "Insert Date" option to the Text editor toolbar when creating a new Activity
Add an "Insert Date" option to the Text editor toolbar when creating a new Activity. Practice360 from commonwealth had this feature and it is very helpful for when adding notes or comments to a task/activity. Helps keep track of who worked on what and when.
6 votes -
Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking
low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.
6 votes -
When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, a
When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, and phone number) could be displayed directly within the activity or task screen. This would eliminate the need to exit the workflow or activity and separately access the client record just to retrieve basic information.
4 votes -
Change User to Attendee & Watcher options
Under CRM/ Activity- Add Watcher option. This is a user not in the meeting, but just needs to know.
3 votes -
color fonts
Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.
1 vote -
Private activities identifier
After performing a manual backup, we are receiving all activities, including those that are "Private." However, we need a way to identify these "Private" activities, as they are not explicitly marked as such and their permissions are not retained in the backup data.
3 votes -
Color coding categories
Color coding is quick to the eye and incredibly helpful when navigating, if that could be a feature for categories that'd be fantastic.
4 votes -
Activites Table View
Greater customization of the Activities Table view. Specifically, I'd like to be able to see the notes for any given activity in my list in the table view without the need to click through to the individual activity.
4 votes -
notify option to create activity screen
Put the "notify" option on the create window versus having to "create & edit" to get to it.
1 vote -
Priority activities
ACTIVITY TYPES MARKED AS PRIORITY SHOULD BE HIGHLIGHTED SOMEHOW ON THE HOMEPAGE.
4 votes -
Default all activities assigned to a specific Attendee
There should be an option to set all activities created to a specific Attendee. If 99% of the activities you create get assigned to the same person, there should be an option to default all activities made by that creating user (regardless of using a template) to default to one attendee. Saves time and errors when attendees are not updated from creating user.
3 votes -
Add attachments to Activity Templates so blank attachements can be used regularly
Currently, there is no way to add template documents that would be used for repeated activities to those activity templates. Please allow the feature to add attachments of documents we would regularly use for our activity templates.
4 votes -
activity range
When on a contact record. Give the ability to change the defaulted range from "Past Due & Next 30" to any of the other options shown on the activity page within the contact record.
3 votes -
4 votes
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Add Alerts For Past Due Activates As A Reminder To Home Page on Redtail
Adding an Alert activity for all the Past Due Activities would be a good reminder and beneficial to add to the Home Page on Redtail- If the activities become a week old. This would be helpful so you don't miss any activities that fall through the cracks, due to a busy day or if you had a sick day. Sometimes we don't remember to check our past dues and they end up in the Past Due page for a long time. Because they are no longer visible to us until you click on the button that says Past Due. A…
18 votes
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