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
-
calendar layout
Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!
2 votes -
Integrate with third party calendars including Woven and Fantastical 2
Woven is a relatively new third party calendar that offers many features that other calendars don't have. Woven will also combine both Microsoft 365 and Google calendars, but has trouble once RT is added. Fantastical 2 is a very user-friendly calendar that is google-based.
It would seem logical for RT to integrate with third party calendars since these companies often specialize and therefore offer more features and convenience than RT can provide.
2 votes -
search calendar
It would be incredibly helpful to be able to search the calendar for open appointment times. It's very tedious to search for open times when on the phone with a client. If I could, for example, search for all open 90 minute appointment times it would be so much quicker to schedule clients. Often times I have to tell a client I will call them back because it takes so long to look through each week to find something.
2 votes -
Calendar permissions
Outlook calendar syncing with Redtail allows users to see all other users calendar appointments. The only workaround I am aware of is to update the permissions on RT every single time you add something to Outlook (which is an extra step that will almost never be followed). Users should see their own calendar and nothing else. Especially in the case where there are multiple advisors with their own books of business. It would be a highly beneficial update if Admins were able to see all calendars, and advisor users could be restricted to see just their own entries. Thanks.
2 votes -
In an appointment there should be a hyperlink for the phone number so you can just hit it and it will dial. Other calendars have it.
In all of the other calendars we have used, when you add a phone number to the appointment, you can just click on it and it will dial.
1 vote -
custom dates in Action area
I would like the custom dates to be fillable.... not toggle on the calendar to set. We set ours from 2014-2035 to be sure we can view all upcoming and past actions in case we have an action we missed.
clicking through month by month to set parameters is time consuming.
1 vote -
show workflow steps on calendar
In addition to Workflow Target Date and individual tasks, it is also helpful to see Workflow steps on calendar.
1 vote -
Checkbox within the Appointment Task for “Appointment Confirmed” & include By User
It would be nice if there was a checkbox within the Appointment Task for “Appointment Confirmed” & include By: and Date Confirmed.
Maybe: Appointment Confirmed on: (date) and (user dropdown)1 vote -
Reverse Mistakes made in Calendar
It's easy make a mistake when doing a bulk reschedule. I did and couldn't get the mistake reversed after calling in to redtail because it takes a long time, probably a week or so, to request a backup. This should be able to be done right away with a call. It's simply reversing the calendar to what it was an hour ago or a day ago
1 vote -
1 vote
-
search option
search option for appointments and task listed on calendar. Having it look up even past/ completed appt. task and appointments
1 vote -
copytalk on calendar
It would be beneficial to be able to categorize copytalk notes before they come into Redtail
1 vote -
1 vote
-
Email confirmation of webinar registration link to RT calendar
When I register for a webinar or meeting and the system sends an email confirmation it offers links to add it to outlook or google calendar but not the Red Tail calendar. It seems logical that it should.
1 vote -
Locking meetings in place
As we have accidentally moved meetings on the calendar, then had to go back and look through emails to see when it actually was, or worse, miss the meeting altogether, I think it would be a great idea to have the meetings lock in place (and also unlock if it needs to be moved or deleted), so that it cannot be accidentally moved once it's on the calendar. Lock/unlock, just to keep meeting from moving, not from allowing other's to lock/unlock and edit meeting if need be. Thank you.
1 vote -
Month view update
I schedule for others so I use the month view. I'd like to be able to see blocked times in that view similar to what is shown in the week view to avoid accident scheduling over time already blocked off.
Thank you!
1 vote -
Be able to lock scheduling on calendar to certain people in office
Would like to be able to lock scheduling things on the calendar out to certain employees. They can see the calendar, but cannot schedule.
1 vote -
When users click on "today" in the calendar (upper left side, near arrow buttons) - could we actually be taken to the present day?
The "today" button, as it currently is being used, takes the user to the current "month" not the current "day." The definition of today means present day, when clicking on "today" can we go to the present day instead of the month. Thank you for considering this change!
1 vote -
leap
Any way to have leap birthdays show up on both the Today page and the upcoming birthdays report?
1 vote -
Adding a "user" field to the calendar preference section
Adding the option to set your calendar preferences so it defaults to specific users instead of showing all users.
1 vote
- Don't see your idea?