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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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227 results found

  1. Automation based on Activity Name

    We have an integration with Calendly so meetings created there show up in Redtail. I would like to setup an automation that would change the Activity Category based on specific word(s) in the Activity Title. For example, a Calendly meeting that comes in with the title: "Presentation for Client Name" would have the Activity Category = Presentation. I would set the automation rule to "Activity Title" [contains] "Presentation", then "Activity Category" = "Presentation"

    4 votes
    0 comments  ·  Activities  ·  Admin →
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  2. activity

    It would be great to be able to create a reoccurring task for a specific date and to have the task continue to rollover to the next day if the task is not completed. When the task is marked done, the task could then move to completed activities along with the completed date.

    1 vote
    0 comments  ·  Activities  ·  Admin →
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  3. Stop returning to top of page automatically

    Can you stop Redtail from automatically refreshing my page and taking me back to the top of my activities list???

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  4. Put all activities on one page

    I'd like a button to show all activities on one page instead of having to cycle through multiple pages of 50 at a time.

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  5. When completing an activity, give a little dialogue box to answer how/why activity was completed

    When you complete an activity and there's a pop-up that says "Would you like to mark this activity as completed?", provide an option to respond as to how the activity was completed, the explanation as to why you are closing it out.
    For example:

    Activity: Call super important client

    Mark activity as completed and put into dialogue box: Called super important client and discussed their questions and concerns. All issues resolved

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  6. Default 'Notify User' in a Note

    Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.

    1 vote
    0 comments  ·  Activities  ·  Admin →
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  7. Add color coding to Actvities Categories - easier to see the current step in an activity process

    I would like to ability to color code the different categories in the Activities tab. We have multiple steps to most of our activities and you can currently update the category to the current step, but it would be nice to have this color coded. For this reason, we use Microsoft Outlook tasks so that we can color code the current step in each activity. I would love to be able to do this in Redtail so that we can link these activities to our client.
    For example, activities in the Waiting for Client Signature stage are color coded orange.…

    9 votes
    0 comments  ·  Activities  ·  Admin →
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  8. Completed Activities View

    When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.

    1 vote
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  9. Dynamic Client Name in Activities and Workflows

    Once an Activity or Workflow is assigned to a contact, it would be nice if the Client's Name could be appended to the Activity Subject or Workflow Step Name and Task Name. I envision fields such as the Client Name to have a "merge field" identifier that would be entered into the Activity or Workflow Template between identifiers such as quotes or brackets that would indicate to the system to fill in with the Linked Client info. Currently, we can have users manually enter this information, but there are obvious issues with that.

    1 vote
    0 comments  ·  Activities  ·  Admin →
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  10. Add Activity

    Can you please change the Highlight from the "Create Activity" button to "Create and Edit Activity" button?

    6 votes
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  11. Clickable URL link in Activity Description

    We are allowed to insert an URL link in the activity description; however, when you try clicking the link - it does nothing.

    It would be nice to click the link that opens in a new tab window just like the add URL link in workflow does.

    7 votes
    0 comments  ·  Activities  ·  Admin →
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  12. Update activity drop down list

    Add a new activity category. Phone meeting. for Zoom call notifications.

    1 vote
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  13. Bulk Complete Workflows

    It has come to my attention that Redtail offers a feature to "bulk delete" workflows; however, I and it seems like many others on your forum agree that it would be nice to be able to complete a workflow in bulk, or have a feature that allows you to catch selected workflows up on the same task.

    For example - I work for a financial advisory firm. We have many clients that will go into the same product at the same time, this is because of trade dates. I'm going through each individual workflow and completing 3-4 steps on each…

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  14. Please include the "Location" field in the Activity Template.

    Please include the "Location" field in the Activity Template.

    6 votes
    0 comments  ·  Activities  ·  Admin →
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  15. Primary/Lead and Secondary/Assist "assigned to" options for Activities

    I would like to be able to have a Primary and Secondary label for the "assigned to" individuals. We often have tasks assigned to two people and sometimes we duplicate efforts. It would be helpful if the creator of the activity could assign who he wants to take the lead as Primary or Lead. Alternatively, if I have an activity with two people assigned but the second is just there as an FYI, it would be great if I could say I'm taking the lead so the other person knows not to work the activity.

    4 votes
    0 comments  ·  Activities  ·  Admin →
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  16. REMOVE Chat Bubble or make it MOVEABLE

    Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.

    12 votes
    0 comments  ·  Activities  ·  Admin →
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  17. Set a default text box size for the "description" field.

    There should be a feature that allows us to set a default size for the "description" text box field within an activity every time you open it. Currently, you have to manually adjust the size of the field every time you open an activity. Allowing us to set a default would get rid of this clunky adjustment every time a new activity is opened up to work on.

    6 votes
    0 comments  ·  Activities  ·  Admin →
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  18. option to create activities for certain users that will only show on their calendars

    option to create activities for certain users that will only show on their calendars so everyone else does not have to see their activities. This is different than the selecting to only see certain users on the calendar.

    3 votes
    0 comments  ·  Activities  ·  Admin →
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  19. remove the circle with the initials you added to all the activities

    Please remove the circle you added to all of the activities with the user's initials - or at least give us the option to turn it off. It's unnecessary information that's distracting and is taking up valuable screen real estate. Previously I was able to see the entire subject line of the activity, but now I just see the first few words and the only other thing that's visible in the activity is that annoying circle.

    1 vote
    0 comments  ·  Activities  ·  Admin →
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  20. Linking Contact Activities to Accounts

    For contact records with multiple accounts, it would be helpful to select the account to which the activity pertains.

    1 vote
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