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.

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  1. Scheduling

    When scheduling an appointment in the Redtail calendar, in the Create Activity box, please add a reminder option (advance notice option) and a 'no' attendee option and ample notes section so that scheduling is more functional like the Outlook calendar.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Outlook integration

    The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Redtail Scheduling

    Just like you guys have Redtail imaging it would be nice to have Redtail scheduling! An integration where clients can go to our websites, or we can send links out via email to schedule appointments. Either a phone call or in office appointment. Client can see set times and dates available and they pick what they want. They can even leave a note about what they want to talk about in their appointment. System would send out a reminder email to the client the day before. Client could also cancel from the reminder email with a reason. It would be…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. "Cross out" option for completed calendar activities

    Add an option where completed activities in the calendar are crossed out and retain the same color. This way we can see what type of activity has been completed with a quick glance.

    3 votes
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  5. calendar split

    Having two calendars one for office staff functions so we can track paperwork and the other for scheduling would be nice

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Quick View when selecting a date

    Quick Add > Activities > Start Date/End Date

    When hovering over the date, it would be nice if a quick view populated so you can see what other activities are already scheduled. If you're doing any other activity, i.e. adding information to a contact while the client is on the phone, I have to finish what I'm doing before I can swap to the calendar page to schedule them for an appointment so I don't double book anything. It would be nice to have a 'quick view' for less clicking/mistakes.

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Enable groups in the calendar drop-down user list

    Please add groups to so that it is easier to select and view department or work team availability and no one is missed or inadvertently forgotten, ie...all advisors or all client services or all operations (whatever groups we have set up).

    3 votes
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  8. Switching Timezone static option

    When switching timezone it would be great to have an option to leave all events at the current start and end time. So only things moving forward would be affected and users do not have to re adjust

    9 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. More Integration Options with Automated Meeting Reminder Platforms

    Fully integrate with more than one platform for automated meeting reminders. Right now you only offer integration with Appointment Reminder. Appointment Reminder is not a great product and is very frustrating to work with. It would be great to have some options with better platforms (Apptoto for example)....

    3 votes
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  10. clone event by picking all dates needed versus "reoccurring"

    I would like the option to clone something to a bunch of different dates by picking those dates on a popup calendar instead of having to save and clone multiple times because the event is not in a pattern/reoccurring sequence. It would clone all information including time, but add it to each of the dates selected on the calendar.

    6 votes
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  11. 1 vote
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  12. Would like nickname to show for contact name

    We would like clients nicknames to show up for contact name instead of their First name as this is what the clients go by.

    8 votes
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  13. Currently we are unable to use the redtail calendar to send meeting requests as a function of the outlook calendar to recipients.

    The goal would be to not need to send appointment requests through outlook directly in order to establish, confirm with participants, adjust time or day with other invitees the time, day, and location of an agreed upon appointment among two or more people. Currently we are unable to use the redtail calendar due to its limited ability to interact with outlook as changes occur

    7 votes
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  14. My Problem has to do with appointment times changing in the RT system on its own. My situation is one that I live in Arizona (MST) and I

    My Problem has to do with appointment times changing in the RT system on its own. I live in Arizona(MST) and I have an office in California(PST). There is no option for me to turn off the time zone changing based on my location. I just want to be able to input an appointment time for the time of the meeting and know that it does not adjust when I am in a different time zone. The trouble is that I book appointments in both AZ and CA, and the next time I look at the calendar, the time has…

    4 votes
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  15. It would be very helpful if Red Tail had an automatic refresh.

    I work with a client appointment calendar and unless I remember to refresh the calendar, I won't see cancellations or changes to our daily appointment schedule.

    6 votes
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  16. We need a holiday overlay in Redtail

    Because Outlook calendar doesn't talk to Redtail calender, Retail need to provide advisors a way to insert holidays into Redail for at least a decade in advance so we don't book client appts on holidays !!!!!!!!! HELLO !!!!

    7 votes
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  17. Retriever for tailwag working with Mac computers

    It would be nice to sync my Outlook calendar on my MAC with my redtail calendar.

    1 vote
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  18. weekly view of calendar needs to show attendees, just like monthly view

    weekly view of calendar needs to show attendees, just like monthly view.
    without having to pull down info and overlap next appointment time.

    1 vote
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  19. Rolling over all calendar items from one day to the next automatically

    Goldmine had a feature that allowed a preference to be set to roll all calendar items over from one day to the next if not completed. I would like to see this option in Redtail as I've been told it is not available at this time.

    29 votes
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  20. mac calendar support. It's already on there, but it doesn't work.

    We would love to have redtail sync with our mac calendar (previously called iCal). The option exists on the system, but after subscribing to the Redtail CRM Calendar in Calendar, we got error messages. So, something doesn't work right.

    1 vote
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