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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.
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111 results found

  1. save clone and complet activity

    Please give us the ability to save, clone, and complete activity in one step.

    33 votes
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    2 comments  ·  Activities  ·  Admin →
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  2. Arrange All Day Activities

    We would like to be able to organize "all day" activities according to our priority (ie most important to get done that day we can put at the top of the day's list)

    70 votes
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    8 comments  ·  Activities  ·  Admin →
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  3. Reminder to Save activity

    When working in an activity either creating or updating, it would be supercalifragilisticexpialidocious if a box popped up asking if you want to save it when you have not as typical products (like Microsoft) do. Please, please, please make this a priority! I searched but could not find it on earlier recommendations which surprises me because I was told by the RedTail executive at our National Conference that there had been much feedback asking for this after Tail Wag came out. That was in June...

    14 votes
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    1 comment  ·  Activities  ·  Admin →
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  4. complete activities from calendar view

    Please return our ability complete activities from calendar view as we had in LeapFrog Legacy.

    107 votes
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    7 comments  ·  Activities  ·  Admin →
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  5. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    20 votes
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    1 comment  ·  Activities  ·  Admin →
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  6. List the day of the week - Activities

    Please associate the day of the week when looking at Activities. It would be very helpful for scheduling purposes.

    18 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. noting tasks

    it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well

    27 votes
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    0 comments  ·  Activities  ·  Admin →
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  8. Things to Do Today

    The items in this section should remain on "today" until either completed or the deadline that we create has passed. For instance if I create an item yesterday to be completed by tomorrow, it's still a "thing to do today" and not yet "past due" or "upcoming". If this can't be changed, this section should be changed to "Activities CREATED Today" to be aptly titled for what it is doing. If changed, this would be a very useful working task list. As is, it seems very limited in its functionality. Seems like a very simple fix, just to change the…

    26 votes
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    0 comments  ·  Activities  ·  Admin →
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  9. Activity Notes Linked to Account

    For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.

    36 votes
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    1 comment  ·  Activities  ·  Admin →
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  10. table editing

    I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful

    22 votes
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    3 comments  ·  Activities  ·  Admin →
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  11. Option to view all activities

    Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.

    383 votes
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    22 comments  ·  Activities  ·  Admin →
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  12. activity completion date in Timeline

    Is it possible for there to be a feature or setting that allows the date to be published in the timeline of the day the event was scheduled to occur? Currently, if my boss sees a client on 8/1/17, then he won't update his calendar until sometime in September to reflect that the event has taken place. In the client's timeline, the date on the top right will say that the event occurred on the random date in september that he clicked "completed event", not on the actual date he completed it. When my boss tells me to schedule a…

    16 votes
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    0 comments  ·  Activities  ·  Admin →
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  13. Trying to add a linked account to an activity

    When I try to add a linked account to an activity, all of my client's accounts appear but they are not in chronological order. This makes it very difficult to find the right account and wastes a lot of time. Please put the linked accounts in order so they are easily found.

    7 votes
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    1 comment  ·  Activities  ·  Admin →
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  14. save and clone loop

    When you click on save and clone on an activity you opened from the calendar you get a new window for the clone activity (I use this for the followup actions from an appointment). When you save the new cloned activity, the screen reverts back to the original activity - upon clicking on complete you end up back on the cloned activity (if you hit cancel you wind up back on the completed activity) - once the clone is saved and the prior activity has been completed you should end up back to the calendar page where you started.

    19 votes
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    1 comment  ·  Activities  ·  Admin →
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  15. Timeline

    Love the timeline feature, but I wish each item included the client name as well as what was changed.

    101 votes
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    6 comments  ·  Activities  ·  Admin →
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  16. Linking Activities, Workflows, Notes, Documents, & Opportunities

    Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.

    Add ability to link multiple Notes to Activities and Workflows.

    Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.

    Add ability to link Opportunities to Activites…

    327 votes
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    14 comments  ·  Activities  ·  Admin →
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  17. Full date display for activities

    Please Please Please start using the full date and year, not just the day or month and day. It is so easy to get this confused when trying to sort out activities. Reviewing a list of future activities and past activities is my best way of getting an overview of what's happening, and I have to pause to figure out what date and/or year I'm looking at.

    62 votes
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    7 comments  ·  Activities  ·  Admin →
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  18. Organize task list

    I would like to be able to move items in my task list around so they are listed in order of priority for my day. I know I can move things around in workflows, however it would be helpful to order my task list so I don't have to continually scan the list for the high priority items. Instead, I could start at the top of my list and just work my way down.

    66 votes
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    3 comments  ·  Activities  ·  Admin →
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  19. Create and Edit Email Notification

    When creating a new task if I hit the blue button, (create and edit) I dont want the assignee to be notified until I complete the edit. What happens now is I hit create and edit and the assignee gets an notification email then when I save they get a second email. Turning off the initial notification doesnt make sense because sometimes I just create the activity and I dont need to edit. Hope that makes sense. Basically if we hit the blue button for create and edit, it should delay notifying the attendee until I am done editing and…

    12 votes
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    0 comments  ·  Activities  ·  Admin →
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  20. save activity

    When posting a note or activity it would be helpful to have a save button near the text box so I don't have to scroll down to bottom of page to save.

    42 votes
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    1 comment  ·  Activities  ·  Admin →
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