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!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
199 results found
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Call log integration into Activities or Notes
Integrate way to log calls from existing Contacts into Activities or Notes section. Prefer to keep it display separately from Notes to not clutter Contact's profile.
4 votes -
Annual Review Checkbox
Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.
57 votes -
custom dates -
Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time
4 votes -
Activity Template - Add checkboxes, fillable PDF style
I like the idea of an activity template but I have some processes done now on forms that have nice spots to check off things and in activities I cannot do that. I would love a checkbox bulleted list option like in OneNote. I also would love to be able to make some default activity template text not editable and make it obvious where a person needs to fill out their info. I don't want them deleting 'Account Type - ' to put in (on a new account template) IRA. I also wouldn't mind making some boxes or fields required…
24 votes -
Redtail Notification
Add a URL link to the Redtail record in the notification email. This will allow the user to click on the link and go into the record that the activity is for.
6 votes -
Add a visual status of tasks on the Activities List
At least add an icon like the exclamation point that means in a holding pattern. A visual status or percentage done on the list of tasks would be nice. Basically, I would like a way to differentiate activities in the list that I am waiting on someone else or some information before proceeding. That way it does not clutter the list of to do's when I am seeing what I need to do.
6 votes -
Activity Pinning
It would be a great resource for activities to be pinned at the top of an activity list. Listing an activity as a high priority with the exclamation point only goes so far. The date does not roll, so if the user doesn't know to update his columns by priority or if it changes, then the activity goes back to the original date. Going thorough and rolling each activity every morning is inefficient. If there was an easy way to PIN a certain activity to the top it would stay at the top of your list no matter what.
8 votes -
Activity Start & End Date - Past Due
Activities should NOT show past due if the end date has not passed yet.
If Redtail is not able to adjust this right now can a column be added to the activity list view? "Start Date" & "End Date" that way we can at least see those dates in the list view?
We are not able to keep an accurate track record of the activities that are past due or the activities on someone's plate - including the time allotment for the task. What is the point of the end date field if it doesn't show on the activity list…9 votes -
checklist
Add the ability to have a checklist within a task for tasks with multiple steps or subparts.
117 votes -
Complete & stop recurring activity, not JUST delete
Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.
9 votes -
Activities - Linking Spouse/Significant other
It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.
49 votes -
Add a "Team" option when assigning new Tasks/Activities
We'd love it if you could add an option when creating a new task to assign it to a team instead of having to add individuals manually. When we add a new team member we have to go back through hundreds of tasks and manually update them to add the new teammate whereas if we could add a team, they would update automatically when we add a new team member to that team. This would be a HUGE savings of time for our company.
35 votes -
Activities - Show On Main Page Past Due And Today's Activities
Activities - Show On Main Page Past Due And Today's Activities. I do not only want to see today's activities, I want to also see the past due activities that people have snuck into my activities list that I don't know to check for.
33 votes -
Past due tasks stay on Today screen
When I assign a task to myself or someone else, it will be on my today screen until the due date. If I don't get to it, and it goes to past due, it goes in the past due section. This would be fine, except every single calendar event goes there too, and it is useless for finding past due tasks. Like any good task list, they should stay on the Today screen until they are actually marked as complete. Unless I'm missing something, which is very possible....
53 votes -
Icon to show another user is in the same activity as you
We have an issue where two or more users are in the same activity at times (unaware someone else is in there as well) and because of this, notes that we type in are not saved. Can you show an icon or box or something to show that there is another user in the activity at that time? I know it would be difficult to save both user's notes or show real-time updates without saving, so an icon or notification would be great!
12 votes -
filter activity by category
Please add a function to Filter Activities by Category on the activities dashboard. Currently, we can only filter from Calendar view.
28 votes -
Extend Future activities view to 12 months for a client
Having the activities button say Past due and next 12 months would be wonderful. It would be very helpful to see what the future activities scheduled for a particular client are with the click of a button. The button there works fine, but it's not long enough. If I have something scheduled 6 months out and I wanna know what that is....or even know that it exists frankly, it's hard to get too.
Thank You
Mike Traxler, RT User at Tradepmr10 votes -
Add account number field when creating an activity
We always have to click "create & edit" to add account numbers to a task. It would make it a lot quicker if we could just have an account number drop down field in creating a task so we can just click "create activity".
8 votes -
Add/Remove Activity Attendees in Bulk
Currently, users can only Reassign attendees, which has the effect of removing ALL current attendees.
Users need a way to add/remove particular attendees from activities in Bulk, similar to how Permissions works.
This will help with users who are being disabled, and their activities to be a reassigned to another person, without replacing any other attendees on those said activities.
15 votes -
color
Would be useful to have CHANGE CALENDAR COLORS option for "Category" on an activity.
25 votes
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