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.
346 results found
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ACTIVITY NOTE
The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.
14 votes -
My small company needs a method to post an activity that needs to get done without a specific completion date but with reminders
Some activities don't have an exact due date, but will get done as soon as possible. Therefore, I don't want to have to put in an end date and yet I want reminders that it is a pending activity.
1 vote -
Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private
Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).
We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?
Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.
Lastly, if an activity is private from the creator's…
3 votes -
Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.
Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.
24 votes -
activity categories
Have the ability to delete or hide system generates activity categories or if we cannot delete or hide that Redtail can do on the back-end.
3 votes -
I would like to be able to export or print the activities/subject that I have checked.
I would like to be able to export or print the activities/subject that I have checked in order to do a specific subject query.
1 vote -
Add a way to "CC" Users *Without Adding them as Attendees on Activities (an FYI)
Please Add a way to "CC" Users Without Adding them as Attendees on Activities...sort of like an "FYI".
Very frequently we add activities to the calendar that we want to make other users aware of (admins, etc.), and we want them to receive notifications to make them aware of the event and/or allow it to be visible on their calendar...BUT we don't necessarily want to add them as "Attendees" on the activity, As They are Not Responsible For OR Actually Attending the activity themselves.**
If RedTail would add a "CC Users" section to Activities so that we can accomplish this,…
6 votes -
In Activity field under individual Contacts, allow users to change default filter
In the activity field under individual contacts, activities are automatically filtered by "Past Due." I always switch to "Past Due and Next 7." It's a headache to do this every time- can you make it so I can just choose my default setting?
6 votes -
assign recurring activity for the last monday of month
i.e. if I want to put Memorial Day in as a Holiday on my calendar every year, recurring, you only have the option for the "first, second, third or fourth" but Memorial day sometimes falls on the 5th Monday because it's always the "last Monday" of a month. i.e. in 2024 it will be the 5th Monday. Make this an option in the drop-down (annually on the last ___day" of the month or so we can make it recurring monthly, every 12 months, on the last __day".
12 votes -
View activities by household
It would be nice if we could see activities per household instead of per individual contact record and marked which contact the activity involves (both, person A or person B). This would reduce lost activities per household without having to switch back and forth between contact records. Especially now, some household members handle their investments individually and some investments together.
27 votes -
Upload documents to Activities would be great, just like how we can now upload docs to notes
Attach docs to Activities
9 votes -
email for date activity is due
Create an option to send an email on activity due date.
7 votes -
notes in activity
It would be nice to be able to see all the notes, together, for a particular activity within the activity at least until the activity is marked complete. They tend to get mixed in with other notes in the notes section and it's hard to tell what is happening in that activity.
Or, it would be nice to have a button that would add the current date and time stamp to items typed in the description field.
13 votes -
in progress
Please add a "in progress" option for activities... right now we have the ability to create an activity and mark it as complete, which makes it impossible for teams to see what is being worked on vs what is falling behind. Ideally, the calendar should show opened, in progress and completed activities in different colors so it's easy to tell what is where.
12 votes -
add a team to a task
It would be nice to have an option of adding a Team to an activity or task when creating or editing as opposed to just one person at a time. We have teams that consist of 5 employees so it's a waste of time to add each one individually for every task when we could just add their team in 1 fell swoop.
5 votes -
save without closing
I like the save and close but would really still like to be able to save notes and activities without them automatically closing. I often have the text portion half written when I click off by mistake, or want to add a document, etc..
How about "Save & Continue" option in the Save Dropdown?14 votes -
Highlighting text feature
Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).
31 votes -
Task feature with pop up reminder
it would be nice to add a task and let us decide if we want to add to calendar or have an individual task view. I'd like to add tasks for subordinates as well.
10 votes -
color text in activity
Would love to be able to change the color of the text within an activity. We make our notes for action items after meetings and I would love to be able to add a note in red out next to it that each items was completed.
24 votes -
Please add back the task repeat options. I would like to set up a task to repeat yearly on a specific day, not date.
You recently took away several task repeating options, please add them back so I can choose how often and what day to repeat our tasks. The only option now is to repeat on the exact same date each year. This doesn't work since that date could be a Sat or Sun on the following year.
17 votes
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