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.
200 results found
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Send client name via iCal sync.
The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.
8 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!
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"Meeting Not Held" button to clear appointments on the calendar
It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…
56 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!
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Month view on the calendar, would be great if the month view defaulted using the current week.
When choosing month view have the calendar default to the current week so in the middle to end of the month you do not have to scroll through the current week is always the default.
20 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!
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Default Calendar view
Be able to set Default User(s) Calendar. Currently everyone can see everyone's and you have to select that every time. Please make this automated feature available.
27 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!
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Birthdays
When I choose to "Show Client birthdays" in Preferences I'd like to see only client birthdays not all of my vendors, centers of influence etc.
30 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!
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allow for user and client invitees on a calendar to accept or decline invite and add to external calendar
similarly to how we can invite people to calendar events in Outlook or Zimbra
729 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!
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Location on Calendar
The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!
76 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!
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completed appointments
The default on a client record should not be that we have to complete tasks in order for us to see the correct next activity date. I never complete phone calls or client meetings. I want to be able to see them on the calendar without having to select "show completed". On a personal calendar you do not remove a completed appointment because it is done. You want to be able to easily go back and see when it was.
16 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!
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When entering a Social Security Number, the field auto populates the dashes. Can this feature be added to all date fields?
When entering a Social Security Number, the field auto populates the dashes. When entering a date, we are required to enter the "/" or "-" or the field defaults to the current date.
33 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!
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Team attendees for calendar event
Would like to be able to create a team of attendees for a scheduled event instead of having to list all users in our office.
36 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!
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Add the ability to include calendar information in email templates.
I utilize a template to remind clients of upcoming meetings and it'd be great if the date/time could be automatically included in the email based on what is in my calendar.
6 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!
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Allow Admin to choose which users can view other users calendar
We would like the capability to block users from seeing others calendars.
15 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!
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Filter indiviual advisor's client's birthday reminders.
On the calendar, add the ability to filter out a specific advisor's client's birthday reminders.
Ex: In the Richmond, VA office you could have a choice to just see the Richmond Advisor's client's birthday reminders on the calendar.
128 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!
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Calendar User Display
I'd like to be able to view MY All Day Activities at the top of the calendar while simultaneously viewing ALL Users scheduled activities.
I don't need to see everyone else's All Day events BUT I do need to see everyone's scheduled meetings. I'm constantly having to toggle between viewing Only Myself & Everyone.
Please make the viewing preferences independent of each other. All Day vs Scheduled calendar views.
7 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!
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Calandar: Monthly View "At a Glance"
When looking at the calendar view (monthly), it would be beneficial to be able to view the entire month "at a glance" opposed to just the current 3 weeks. As it stands, you have to scroll down to see the 4th (or 5th) week. There is plenty of real estate on that page and you should be able to see the entire month.
Also, it would be nice to have the ability to group Saturday and Sunday next to each other in the weekly and monthly views as opposed to having the weekends broken up on both sides of the…
99 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!
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143 votes
Redtail’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!
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Review Date Reminders
When a client is changed to termed, inactive or deceased that their client review reminders no longer appear in the calendar.
61 votes -
Activities saved as draft
When creating an activity, it would be really helpful to have that activity saved as a draft if you inadvertently leave the activity before saving it. If nothing else, a pop-up asking whether you're sure you want to leave an unsaved activity would help keep us from forgetting and losing all of the activity detail we already entered.
329 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!
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Task list
I would like to be able to have a running task list on the right hand side of the calendar screen so I can keep track of tasks that don't necessarily need done on a certain date. Similar to a note pad or something like that!
102 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!
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calendar scroll
In month view I prefer to have the current week near the top so I can see last week and the next few weeks. Near the end of the month I can't see what's coming up. Thanks
32 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!
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