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.
193 results found
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I would like you to return my calendar view to the old way so that I can see the entire description of my task.
I would like you to return my calendar view to the old way so that I can see the entire description of my task.
16 votes -
reoccuring calendar items, not showing subject line
Seems with the most recent update the subject line isn't showing in the calendar view - even when the activity is 1+ hr
10 votes -
Send invite to contact when scheduling an appointment
Most programs today allow you to send in invite to the contact you have schedule some type of appointment with to add it to their calendar and accept or decline it. Why doesn't Redtail do this?
29 votes -
New calendar update
It appears that the activities in my teams calendar seems to be cut off. For example when we schedule client reviews, we put them in the calendar in the Subject line, "ACCOUNT REVIEW W/ (CLIENTS NAME)." Now, when we look at our calendar the clients name is half way cut off depending on the length within the Subject line and only shows three dots "ACCOUNT REVIEW W/…" You have to hover over the activity to see the full description of the appointment. Please let me know if there is anyway to change this to show the full description of the…
13 votes -
Mobile app - add ability to see only appointments
Right now on the mobile app, I'm only able to select which users appear on my calendar. It then shows all tasks and appointments on the calendar. Please add a feature where I can choose to only see appointments on my calendar for the selected users, like I can do on the desktop version. Thanks!
3 votes -
20 votes
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Calendar Feature / Settings / Option to View ONLY Select Activity Types or Categories of Other Users / Team Members
Please Add Feature to Calendar Settings, Wherein we have the Option to View ONLY Select Activity Types or Categories of Other Users / Team Members...
No one wants to Sort Through / have EVERY Calendar Activity of EVERYONE in the Office constantly Showing on their own Calendar.
**HOWEVER, They DO WANT TO (always) SEE / Know When Other Team Members Will Be OUT OF THE OFFICE on VACATION or (especially these days with COVID) WORKING REMOTELY.And they do Not want to constantly be switching their calendar back and forth to View / Not View others' Activities on their Calendar…
11 votes -
14 votes
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Add 2 contacts to calendar event
It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.
I know you can add another after the fact, but that takes longer.
14 votes -
Provide a link to client to schedule a meeting during a block of time on calendar
Allows us to create a link to send out to multiple clients allowing them to choose a time slot during a specific period of time to schedule a meeting. Once selected that time slot would disappear from the options to the other clients.
40 votes -
teams
Sync redtail calendar to Microsoft Teams- similar to how it can sync to outlook
29 votes -
Integrate Third Party Calendars into the Redtail Calendar
It would be wonderful to be able to add iCal and Google calendars INTO the Redtail calendar. I can sync a Redtail calendar to google and see it along side other calendars. I can do the same with Outlook. However, only I can see those integrations in those apps. I would like my team to be able to see my full calendar, not just what is visible in Redtail.
Currently I have to manually add third party calendar events from other organizations and family to Redtail, duplicating everything. There is an "add iCal" option, but it apparently only works if…
30 votes -
copytalk on calendar
It would be beneficial to be able to categorize copytalk notes before they come into Redtail
1 vote -
Calendar Scheduling
I noticed that when customizing repeat events, there used to be an option to make an event for the "Last" day of that week. Now, there is only the option to make an event land on the "Fifth" day of that week. Not every month has 5 weeks. Could we add back on the "Last" day feature??
10 votes -
Redtail is awesome. Pls consider adding a Zoom Meetting as a pull down option on the calender section. MO
Redtail is awesome. Pls consider adding a Zoom Meetting as a pull down option on the calender section. (Like Meeting ... Phone ... ) MO
20 votes -
Calendy type of feature for client to easily get on our calendar for a digital meeting
With all the digital meetings now we need clients to be able to setup a meeting by choosing 15 minute or 30 minute openings in our calendars similar to a technology called Calendy. I dont' want to have to add another technology if it can be added into Redtail
14 votes -
Ability to change color for different priorities for tasks
When entering tasks, it would be great to change the colors for different Priority numbers, especially 1 versus others.
12 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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Calendly Integration
Calendly Integration is needed more than ever with Coronavirus and clients and prospects not being able to come into the office. This should be a top priority.
71 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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Contact name hover over window customize-able
When you hover over a contact name in calendar...a window pops up showing contact information like address, phone and email...I'd like to be able to have that window be customizable so that I could display the clients investment account balance at the bottom of the window.
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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it would be nice to actually view the different user's Calendar colors
when we choose our own individual Calendar colors, we use that to individualize because we compare our Calendar colors with another co-worker. So when we look at both Calendars, we need to see the 2 different colors, not have them look the same because that is our "view" from the color we chose for that activity
14 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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