Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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. 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 →

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  2. 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 →

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  3. 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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