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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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346 results found

  1. Activity Owner vs. Attendee Permissions - Prevent Unauthorized Editing of Activities

    We would like to see an ability for "lock editing" on activities so that *Only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.

    There needs to be a way to set permissions on an activity for users…

    For example, I need my co-workers to See my activities, but I do Not want them to have the ability to Edit my entries.

    "View only" permissions...this is a common feature on Outlook and Google calendars. It is an expected capability and should be a standard…

    18 votes
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  2. Allow for chosing colored text in activities and notes, and provide spellcheck.

    Spellcheck for notes and activities

    21 votes
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  3. link activity template automatically with note template

    When using a Note template, we can select Create Follow-Up Activity so it will automatically initiate a new activity, but if we could predetermine the activity template that would be best.

    For instance selecting a note template for RegBI Conversation - it would be great to allow me to open the RegBI Tracking Activity we have set up in the tracker.

    6 votes
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  4. Add additional contacts when creating tasks

    Can we link multiple contacts to an activity WHEN WE CREATE IT instead of only linking one and then have to create and edit to add the second contact?

    4 votes
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  5. Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    4 votes
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  6. Activity pop up permission/privacy option

    Can you add permission/privacy options on the pop for activity? Same way we have it on the pop up for new note?

    15 votes
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  7. email reminders on tasks that go uncompleted or possibly overlooked

    would like a feature that will remind admin and advisors via email of tasks that go uncompleted or possibly overlooked.

    7 votes
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  8. recurring activity

    Please add back the ability to choose a recurring event on a specific day of the week, like every third Thursday or last Friday of the month. I noticed this is no longer an option as of June/July 2020.

    9 votes
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  9. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
    Example of an incident that occurred...I knew when I left yesterday that I had no outstanding activities. This morning I didn't check my past due. An advisor had tagged me in an activity yesterday that I was unaware of.

    27 votes
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  10. Retriever Cloud Include the linked contact in an activity in the Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)

    I need to be able to see the name of the linked contact when adding activities in Redtail

    This has to do with the new Retriever Cloud - Outlook 365 sync (Linked contact is not appearing in Desktop Outlook)

    8 votes
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  11. Task lists to appear as "boards" as in Microsoft Teams or Asana

    Would love a user friendly "Boards" view for project management tool similar to Microsoft Teams or Asana.

    11 votes
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  12. add privacy option to activity templates

    add privacy option to activity templates

    13 votes
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  13. Link ALL accounts to an activity with one click

    In some cases, such as portfolio reviews, ALL accounts for a client family are involved. It is very cumbersome (and time consuming) to have to click each individual account to link them to an activity. It would be very nice if you could add a "LINK ALL ACCOUNTS" button to the activity link page. Thank you for your consideration!

    21 votes
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  14. view open and closed activities on one screen

    Would be nice to be able to see all Open and Closed activities on one screen, vs. having to toggle or filter between them both (or an option to do so for those of us who like that). Maybe with a status running down the side of "open" or "closed" to differentiate between the two. When preparing for a client meeting, it's nice to be able to see anything overdue, upcoming and what we've done in the past for the client, without having to look at multiple screens.

    24 votes
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  15. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    According to this forum, this suggestion (posted in 2016, 2017, 2018) was completed. Funny, since it's our biggest daily problem. We lose data so often that we have to keep a word doc open in the background during the day to enter notes and then find the time to cut and paste to Redtail. Counterproductive? You bet. Keeping notes for our client records is the main reason we purchased RedTail and it's proving less reliable than Outlook Notes. Finding the time at the end of each day to cut and paste into RedTail is ... difficult. so many words came…

    31 votes
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    2 comments  ·  Activities  ·  Admin →
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  16. recurring activities

    Just recently Redtail "updated" our RECURRING INTERVALS in ACTIVITIES and took away our choice of recurring on SELECTED weekdays only and our choice of weeks within the month - on anything other than MONTHLY. Example: Every Year on the First Monday of January - or- Every 6 Months on the Third Wednesday - CAN NO LONGER BE A CHOICE. The ability to LEAVE OUT the weekends if we choose should be our choice. BTW - CUSTOM does not have this option either ON MONTHLY OR ANNUALLY. Redtail has always been about customizing for each office and this takes away that…

    62 votes
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  17. auto save

    Please autosave anytime the window is closed for any reason, even if going to another task or to client record or.... Please autosave after each line is completed. Please autosave all the time. It is so frustrating to loose work and have to do it over and over, when you are in a busy environment and constantly being pulled to do other things only to find what you just entered into Redtail is gone.

    18 votes
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  18. Outlook email to Redtail integration for adding tasks

    It would be really nice to have an Outlook to Redtail integration that would allow us to create tasks/activities/notes in Outlook, from emails, and add them to Redtail contact records.

    31 votes
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  19. Lock Open Activities from Editing

    We would like to see an ability for "lock editing" on activities so that only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.

    18 votes
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    1 comment  ·  Activities  ·  Admin →
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  20. To do list

    Please create a task lists that more of a running list like a to do list. I have to go to Notion or other app to see my things to do for the day. I dont want it in my calendar or part of a workflow. Thanks

    50 votes
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    6 comments  ·  Activities  ·  Admin →
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