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.
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  1. 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
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    https://www.robinhoodphonenumber.com/

    1 vote
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 votes
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    4 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 votes
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    14 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 votes
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 votes
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    1 comment  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    23 votes
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    3 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  11. Show note comments on timeline

    Comments on notes should show up on the timeline - they are typically important updates on previous items.

    Thanks!

    312 votes
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    9 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
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