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.
12 results found
-
Employee time clock
I would like to see when employees log into Redtail each day and when they log out and use it as a time clock. This would be beneficial for HR with hourly employees.
4 votes -
Create a Time Log Box with Start and Stop on Contact Page
Create a Box that has a start/stop timer with dropdown box when you press stop and logs the time that was spent doing a certain activity. A simple "Button" that says "Start"...then it switches to a "stop" button. When you press stop a dialog box pops up and you can say what that time was spent doing either manually or with a template. Then it creates a data log of the time spent in the specific contacts folder.
3 votes -
Communicate to Robinhood customer service team:
If you are a Robinhood user and willing to have a conversation with the Robinhood customer service team then choose the appropriate tips. You can either connect to them using the available phone number or through the meshing platform. These days, the trading practice has become quite frequent and most people like it because of having the possibility of benefits with small investments. Therefore they need to be aware of solution sources as well.
1 vote -
Timeline Update Search
Given folks are working on a team through RedTail, it would be helpful that the TimeLine Update tab on the "Today" page have a search feature per user.
This piggy backs on my other idea (will find or submit a new feedback report) that the links in the timeline should go to the actual activity, note, etc, instead of showing code which I do not find useful as an end user.
4 votes -
ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM
ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE SPECIFIC & ACCURATE.
14 votes -
Timeline - show details of what was completed
In a contact's timeline, it shows that 'a step of the workflow [workflow name] was completed.' But then if you click to see details of that timeline entry, it should tell you the name of the step that was completed, instead of just showing the step ID - Step ID is not helpful at all.
Also same goes for tag IDs - should show the name of the thing, not just the ID.
Then also have an option to link to the step / workflow that is listed instead of only showing the details, that way we can jump right…
33 votes -
It would be nice if you could relate a contact to an activity or Note on the timeline.
You cant see related contact in the timeline next to an activity or note. It would be best for the team a contact showed in the timeline for each entry
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Show the Details of the Actions done on the Timeline
It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited
243 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Keep formatting on notes in Timeline
I make neat notes with bullet points, but the timeline view takes away the formatting which makes my notes look ridiculous and incredibly hard to read. I format my notes to make them easier to read/make information more accessible. Please give me the option to keep my bullet points/bold font/ etc. in the timeline view.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Have the Timeline Link Directly to Acitivities
When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.
13 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
filter timeline by user
Add a dropdown box to the Timeline allowing you to sort by user (just like you already have on the dashboard for activities).
I often just want to review the things my assistant did in my redtail database, but it's cluttered with all of my activities, which I don't care to review.
26 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Show note comments on timeline
Comments on notes should show up on the timeline - they are typically important updates on previous items.
Thanks!
322 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?