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!
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111 results found
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past due task report
I would like an easily printable Past Due Tasks report. I frequently need to track down users to see if they actually completed a task as they refuse, for some reason, to mark them as complete in the system.
9 votesRedtail’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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Date stamp
Would it be possible to have an icon for a date stamp within the note field of an activity? So if someone posts something they do in an activity that moves along (or that multiple people are working on), they could just hit that instead of having to type the date in.
22 votesRedtail’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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Create a due date for tasks similar to that of Microsoft Outlook
When assigning a task it would be great for their to be a way to look for a due date
13 votesRedtail’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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when linking accounts to activities can you add ability to link multiple accounts at a time
when linking accounts to activities can you add ability to link multiple accounts at a time
46 votesRedtail’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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More information in account linking - Not Commpleted
It would be nice to differentiate between account types (product). All I see is a bunch of account numbers, custodian (and clients have same custodian so that's not useful) and one management type. We'd prefer product, registration or ability to pick what we see if there is limited space.
The part below was copied from another user because it was marked as completed but it's definitely not completed. Below is past request:
As it stands, Tailwag only lists the account number when linking to a note, activity, etc. It would be beneficial to provide additional account information when linking these…6 votesRedtail’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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Activity Description Color Coding
Activity Description Toolbar: Add font color/highlighting.
When adding notes to the Description in Activities, it would be incredibly useful to have the option to change the font color and to have highlighting capabilities. Thank you!74 votesRedtail’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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Adding an option to link a workflow to an activity, when adding an activity to the calendar
Adding an option to link a workflow to an activity, when adding an activity to the calendar
10 votesRedtail’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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Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities.
Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities so all details for a trade action are together, new account is together, etc. I was very excited when I went to a Redtail meeting and explained what I needed. I was told about the save draft feature but I was quickly let down when I returned to the office only to find it works on notes and not notes within activities.
14 votesRedtail’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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Add activities to left menu bar
Separate appointments (or events) from activities. Task activities don't belong on the calendar and take up too much space at the top of the calendar. A separate activities section that lists lists all tasks like Outlook is desperately needed.
114 votesRedtail’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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Allow users to set whether a custom activity is either an appointment or task
We created a new activity category that is basically a special kind of task. Unfortunately, Retriever identifies all custom activities as appointments, so now these tasks are syncing with advisors calendars, where we don't want them. Please allow users to program whether a new activity category is an appointment or a task, to allow us greater calendar customization without flooding outlook calendars with clutter.
15 votesRedtail’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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Kanban board
It would great if Redtail and a feature like a Kanban board. We are currently using Trello
21 votesRedtail’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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dont delete activity when multiple users are in same activity
I am baffled that I was told this is not a glitch. But, when two users are updating one task simultaneously, one of them will simply be ignored, and none of their new data will be captured in the task. they will have no idea the task was not updated unless they quality control every item and spend an hour each day making sure redtail did capture what redtail was supposed to capture. see ticket 992803 for background if you want
19 votesRedtail’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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Group Activities Together/"Umbrella" Activities
I would like to group activities together. Meaning, if the "umbrella" activity is to evaluate insurance coverage, I would like to have sub-activities for the individual insurance policies to evaluate. We have a client who is considering long-term care coverage and there are several insurance policies that could be combined to do so, but there are action items associated with each. If I would put those individual activities under an "umbrella" activity it would allow our team to be better organized. Right now there are four activities that are all under the same purpose of evaluating coverage, which makes it…
8 votesRedtail’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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Add draft notes to activities
I just typed a long description into an activity and lost it all. After several email exchanges I finally called in and was told to add a linked note to the activity so that drafts would automatically be saved as I type. THIS IS NOT THE CASE. The only way to have saved drafts if a note is added to a contact. We type all our meeting notes within an activity. Please add this capability to linked notes in an activity.
25 votesRedtail’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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Notes are NOT saved when an activity is accessed by multiple users!!!
We have multiple users and if by change two users access the same activity, only the notes, edits/changes are saved by the person that hits save first. If the both user can not enter while another user is accessing the activity then an alter MUST pop-up to signify this is a "READ ONLY" because IMPORTANT records are being lost and have been for years because we have been given the run around about the cause of this being anything but the simply truth!!!
45 votesRedtail’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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Add a button
You should add a button so when we schedule something (other than a meeting) and it's not done on the date it was assigned, it can automatically roll forward. We waste way too much time moving past items not yet completed forward into the current day. It would be far easier and less stressful to have an option to have these items move automatically to the next day. This is done in most other CRM like Act and others.
17 votesRedtail’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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Email reminders for when activities are due
When activities that were scheduled in advance come due, the creator of the activity should be able to get a reminder email sent to their inbox to notify them. Similar to a calendar reminder on your calendar for an appointment, activities should provide an outside reminder to an email.
36 votesRedtail’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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filter dates in activities should allow +- 30 or 60 days
in filter dates, allow for both "past due" and next x number of days....
10 votesRedtail’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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Email's sent regarding an activity need improvement
When I create or update a task and add my assistant as a user, she receives an email with a very generic note that says an activity has been updated or created.
It would be very useful if at least the subject of the task could be the subject of the RedTail email, and it would be even better if the advisor assigning the task would be listed in the subject line as well.
example email subject line:
"Rep Name" - "Client Name" - Subject of activityThe subject line does not need to contain sensitive data that could be…
15 votesRedtail’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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provide ability to toggle importance and priority settings on the task screen
I find it very helpful to be able to sort on importance and priority on the list of tasks screen using one click. This really helps me prioritizing my tasks. However, to change the importance and priority for each task, right now, we have to do into each task detail to do this. I suggest that you add the ability to do this from the list of tasks screen to allow us to change the setting for these either on one task or on multiple tasks.
4 votesRedtail’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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