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.

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  1. Lock Open Activities from Editing

    We would like to see an ability for "lock editing" on activities so that only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.

    12 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Make Past Due & next 30 days... More than 30 days.

    Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.

    I see that this was completed in 2017, but don't see it on my system

    18 votes
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  3. automation for activity updated

    Add to the Automation Template process for if an activity has been updated to automatically send an email to a user selected.

    14 votes
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  4. Create default privacy option setting for create activity window

    Please allow a default setting for create activity screen or activities created by activities created by integrations like Acuity to allow the privacy option to default to a specific team rather than Everyone. As an IAR in a firm of more than 24 advisor teams, changing this each time an activity is created is time consuming; when an incorrect team is selected, it’s necessary to ask the administrator to change it.

    20 votes
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  5. Color code tasks from the Dashboard, not just the Calendar

    I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
    For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
    Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.

    4 votes
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  6. Link Activities From Calendar Integrations to Client Record via Attendees

    Most firms include clients in a calendar invitation for a scheduled meeting as attendees by adding their email addresses. A smart feature would be to automatically link synced activities from the Retriever or O365 integration to the client record if there is an email match for an attendee.

    13 votes
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  7. notification

    If an activity is created by user A and assigned to User B. It would be nice if when user B completes the activity user A could be notified via email as if there were an attendee on the email.

    It would be great to have a box selection for this when the creator generates the redtail and assigns it or that be the deault on the activity is created.

    6 votes
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  8. While RT "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great.

    While RedTail "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great! Potentially grant an admin the permission to create a team room, and assign appropriate members to a private team as a collaboration tool.

    10 votes
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  9. Assigned activities

    It would be great to have the option to receive an email notification when a task that I have assigned to someone else has been completed. The only way to accomplish this now is if I assign myself as an attendee on the task. This clutters up my activities list, making it difficult to discern which tasks I'm actually responsible for versus those that were assigned to others and still outstanding.

    31 votes
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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Strikethrough option

    Please add a strikethrough font option for the description part of activities and tasks

    12 votes
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  11. Retriever Cloud Disconnect Notification

    I missed an appointment today because my sync between Retriever Cloud and Office 365 broke. As of now, there was no other way I would have known this happened besides missing my appointment.

    We should get some sort of notification that the sync is broken.

    34 votes
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  12. Add field for duration to indicate time spent to complete a task - non-scheduled activity

    Add a field for duration to indicate time spent to complete a Task (i.e. non-scheduled, non-time delimited activity). Allow this field to be completed on each step of a Workflow in order to track time spent on various tasks. This field should be exportable along with contact, user, category, subject, duration, and date in order to review time spent per contact. This married with revenue per client will enable analysis re: profitability/client and productivity per user.

    9 votes
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  13. 20 votes
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  14. Add a time stamp to activities

    Add a time stamp at the end of every documentation or update on activities. When I previously worked with Junxure, they had a CTRL + J feature that would time stamp with initials of who wrote it.

    31 votes
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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    Link Workflow to Activity Templates so that you can see the task for the group, along with notifications and attaching supporting documents in workflow.

    15 votes
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  16. 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.

    8 votes
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  17. notify and save

    It would be nice to have both the option to save an update to an activity without notifying other users and also have the option to save and activity and notify other users. Automatic notifications every time the activity is updated creates a lot of unnecessary emails, but I wouldn't want to lose the notifying functionality.

    7 votes
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  18. "Linked Contact" should be required field in "Activities"

    "Linked Contact" should be a required item in Activities. Currently, "Subject" is the only required field. We are experiencing problems with meetings being scheduled with no linked contact. Thank you.

    6 votes
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  19. Add Future activities or To Do List for next client meeting that isn't tied to a date.

    I'd like to list things to be done for a client the next time we see them that isn't necessarily tied to a date. I'm constantly bumping dates for activities for clients who don't respond. It would be nice to just have a list we can look at quickly without sorting through Activities or Notes.

    13 votes
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  20. 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.

    18 votes
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