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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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. Checklist on Activities

    Adding a Checklist option to an Activity would be extremely helpful for tasks that are a little more complex and have a few moving parts that need to be completed.

    Kind of like a Trello Card.

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

  2. Display how many activities are due on a selected due date

    Can you add text on the activity window that says how many activities are already scheduled on the due date you want your activity to be completed by?

    It can say “you have XX activities scheduled on this date” or something like that.

    You can display this text next to the red text that display that already shows "you have X conflicts".

    I believe this will help advisors like me and our practice manages not have to have two tabs so we can preview the calendar and then toggle over to complete the activity on the note we just finished.…

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  3. add additional contact in activities

    Allow user to add additional contact name in main activity page without having to click create & edit.

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  4. Add Activity "Status" Field

    Add a status field to Activities.

    Example:
    "New"
    "Working"
    "Pending Client Response"
    "Submitted to Custodian"

    Etc.

    6 votes
    0 comments  ·  Activities  ·  Admin →
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  5. Lock Activities

    It is very easy to accidentally move activities to different times or days when viewing them in the calendar. It would be nice to have the ability to lock the activity so it can not move unless you unlock it first. Could be as simple as adding a little lock button that you could toggle on and off.

    1 vote
    0 comments  ·  Activities  ·  Admin →
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  6. link related activity

    Should be able to link a related activity to an activity like you would link a note or account. My team is working on two related activities for a client, but they are separate processes and departments. It would be nice to have them linked to eachother for the departments to easily follow what's going on with the other activity. As well as be able to turn notifications on for both activities if they wish (even if they are not necessarily on both activities).

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  7. Activities should sort chronologically, not alphabetically

    Currently, the activities tab sorts alphabetically which is really not intuitive. Especially if you navigate to this page by clicking "upcoming". When you navigate to activities from the "upcoming" button, you are thinking chronologically (at least I am), and because of this, you expect the top of the list to be your soonest upcoming tasks.

    6 votes
    0 comments  ·  Activities  ·  Admin →
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  8. Follow up activity should be in Linked Notes

    Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.

    1 vote
    0 comments  ·  Activities  ·  Admin →
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  9. Activity order should not shuffle on the activities tab

    Activities list should remain static when the page is refreshed, not rearrange every time. It makes it very hard to keep track of what I am looking for when there are too many activities listed at the same date and time.

    41 votes
    2 comments  ·  Activities  ·  Admin →
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  10. Search by criteria on Activities

    Create a search by criteria on Activities so we can search by name, or a specific word.

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

  11. Please add highlighting ability to Activities.

    Please add highlighting ability to Activities.

    32 votes
    0 comments  ·  Activities  ·  Admin →
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  12. I would like to track the results of my activities and run reports

    We have different appointment categories, First appointments, Service appointments, Presentation appts etc.

    But I do not have a place to track the results if the appointment kept, rescheduled, closed, no showed.

    This will tell me at the end of a quarter, I scheduled 60 appointments over 30 households, 50 of them kept their appointment, and resulted in 10 HHs closed for some business. If I want to Close 12 pieces of business 20%, then I need to increase my households by 20% and that means I might need 70 appointments over that time frame.

    17 votes
    1 comment  ·  Activities  ·  Admin →
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  13. Activities dashboard - Assigned To dropdown

    Please allow selection of more than one option in the Assigned To dropdown. Currently, in the Assigned To dropdown on the Activities dashboard, I can only select one option. So, I can see Everyone, or me, or someone else, but I can't elect to see me AND someone else. Thank you.

    10 votes
    0 comments  ·  Activities  ·  Admin →
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  14. Show Linked Contact in Calendar view versus saying "2 Contacts"

    it is productivity that i know have to hover over each activity on my calender to see the clients linked. Please revert back to the original view were all linked contacts show versus it just saying "2 contacts." i need to be able scan my calendar to see what i have out standing for clients each day.

    135 votes
    Planned  ·  3 comments  ·  Activities  ·  Admin →
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  15. Change the Linked Contacts on Activities Back!

    Please change the activities view of linked contacts back to the way it was before yesterday!!! It was changed so that if there are more than one contact linked, it only shows 2 contacts now instead of the contact's names. This makes it impossible to quickly differentiate tasks between clients without having to hover over the 2 contacts link to see who it actually pertains to. This is the worst update since the contact bubbles. Please change it back....

    52 votes
    2 comments  ·  Activities  ·  Admin →
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  16. Activity Organizer Report/List/Filter needed

    This new field for Activity Organizer is a great start...but it's completely useless as there is no report or filer that can create a list of activities where you or someone else is the organizer of the activity. Please create a filter, something on the home page, or some widget to indicate on the activity when you see it in a list who the organizer is. Initials bubble like on the calendar would be a start.

    6 votes
    0 comments  ·  Activities  ·  Admin →
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  17. Please change back the calendar view to include contacts names intead of just saying 2 contacts

    on the calendar view each activity used to show the contacts names instead of just the word 2 contacts. Please go back to the way it was. Now you have to take an extra step and hover over each to see which one belongs to which client.

    33 votes
    0 comments  ·  Activities  ·  Admin →
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  18. PUT PAGE NUMBERS OF ACTIVITIES AT TOP AS WELL AS BOTTOM

    Put the page tabs at the top of the activities list as well as at the bottom. Often I know the activity is on page 2 and have to scroll to the bottom to click on that page.

    10 votes
    0 comments  ·  Activities  ·  Admin →
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  19. Activity Description Box - Save Description Box Extend settings

    Within the Activity Description Box each time I use this section I have to use the resize triangle. I would like the settings for when I resize to remain from activity to activity and that it remembers the description box size. How can I make my resize preference permanent.

    15 votes
    0 comments  ·  Activities  ·  Admin →
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  20. tab instead of down arrow

    When adding a table within an activity, make the "tab" button go to the next box instead of the down arrow.

    3 votes
    0 comments  ·  Activities  ·  Admin →
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