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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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How can we improve Redtail Technology's CRM?

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227 results found

  1. attendees

    We should be able to tag a group instead of individual attendees to an activity. This way even if team members change, we don't have to keep updating the attendees.

    14 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  2. Junxure Time Stamp

    Within an Open Activity, there will be a sequence of notes, most recent on top, of what is being done with that particular activity. Junxure offered CTRL J which equaled (sample) "10/9/19 BMW 1:00 PM", it was great. I have offered this suggestion in Request #626395 8/21/17 and #695898 1/3/18.

    25 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  3. 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

    61 votes
    2 comments  ·  Activities  ·  Admin →
    How important is this to you?

  4. 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!

    99 votes
    4 comments  ·  Activities  ·  Admin →
    How important is this to you?

  5. 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 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  6. 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.

    115 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  7. Kanban board

    It would great if Redtail and a feature like a Kanban board. We are currently using Trello

    21 votes
    4 comments  ·  Activities  ·  Admin →
    How important is this to you?

  8. 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 votes
    2 comments  ·  Activities  ·  Admin →
    How important is this to you?

  9. 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 votes
    5 comments  ·  Activities  ·  Admin →
    How important is this to you?

  10. 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.

    40 votes
    3 comments  ·  Activities  ·  Admin →
    How important is this to you?

  11. Birthday report

    I'd like to be able to pull an exportable list of clients who's birthday is today.

    8 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  12. To Do:

    A blank note pad (Not linked to calendar or contact) to be able to add and delete notes, things to do, etc. There are plenty of "To Do Things that I do not want cluttering up the calendar but need to from a "Notepad" once finished. It would be nice to have this in Redtail so that I have it digitally where ever I go not just on y desk.

    31 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  13. list two contacts when attached to note/activity, not just '2 contacts'

    I realize you like to say 2 contacts when both spouses are attached to an activity to save space but I'd love it if you only did that when 3 people are attached. I am trying to be good with my notes and attach both parties so they each have a record of it but then on printed reports, I can't tell who the activity or note is for. So list both names at two, summarize at 3.

    76 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  14. Creating an Activity Should Send ONE Notification

    When creating an activity... Why does person you are assigning it to receives more than one email notification on the activity? You need to click on edit to add the location and notes, therefore I didn't save the activity so the email shouldn't be sent. If I didn't "Save" it I'm not done creating it.

    53 votes
    5 comments  ·  Activities  ·  Admin →
    How important is this to you?

  15. Open Activities

    I created a new activity type - outstanding issue to mark those things where we have reached out to the client but not heard back from them so the issue is still outstanding. Normally I'd put this in important information but that field is too easy to ignore (until you fix that, right?). My thought was to just add a date on those activities for the end of next year but I realized I can't easily see that. It doesn't show up on the main contact page, doesn't show up when i click on activities, and there is no quick…

    18 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  16. Report that will run last Client Review date

    Due to the glitch in the next review date. We are missing some of our clients actual review date. Since the glitch hasn't been fixed we need the ability to run a report versus having to go through each client to check to see if they were missed. The report for last activity is not an accurate report for this either. This glitch causes a problem with meeting our compliance date for each annual review.

    59 votes
    2 comments  ·  Activities  ·  Admin →
    How important is this to you?

  17. date and timestamp for activity notes/descrition

    We would like to see a date and timestamp for each addition to the notes/description section of an activity

    82 votes
    5 comments  ·  Activities  ·  Admin →
    How important is this to you?

  18. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.

    28 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  19. 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)

    76 votes
    8 comments  ·  Activities  ·  Admin →
    How important is this to you?

  20. complete activities from calendar view

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

    110 votes
    7 comments  ·  Activities  ·  Admin →
    How important is this to you?
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