We are a 2 person busy office that depends on our calendar view many times daily.
For our calendar use, the client name is crucial to be "at a glance" displayed from any calendar view (day, week, month view). Currently the "Attendees" display on every appt on our calendar view. This view is not only useless to us but takes up space that that our client's name needs to appear. During our busy time, we have appointments every 15 minutes. It is of great importance, for us to have a fast view of who our appointments are with through out the day.
It would be GREAT if this "Attendees" display on the calendar view could be turned off. We can then select/customize what info is displayed on our calendars that is productive and of importance to our office function.

Please add the ability to link Opportunities to an Activity, link multiple already existing Notes to an Activity, add UDFs to an Activity and/or multiple Categories to an Activity. It would also be helpful to add a Referral box and Membership box to an Activity.

For example, we just had a new referral from a CPA firm next door to us come in and make an appointment with one of our advisors (who is not in right now). It would be helpful for the advisor to be able to see on the activity in the calendar (without having to click on the linked contact, and then click on memberships and opportunities within the contact) who this person was Referred by, who they are related to (this prospect is also related to another one of our clients who was also referred by this CPA firm), and to easily see what the appointment is about through the Category box. The appointment is for Retirement Planning AND a new opportunity.

It would also be very helpful to show under the Linked Contact what their status is and have maybe like a short contact card with just their name, status, email and phone number so you could quickly contact them to reschedule without having to click on their name.

It would also be super helpful to link a workflow to an activity. Like for a prospect meeting, you could link and launch a 'Prospect Meeting' Workflow.

Bugs to be fixed in Zapier. Although Redtail is showing available to integrate with other applications within Zapier, there are a few bugs that make it impossible to connect applications. Anything to speed along a fix to make Redtail functional when using Zapier would be greatly appreciated.

Here is the email correspondence with Zapier:

"The first is the bug where the Contact Source values aren't available in the dropdown selection. This is a known bug, and I've added your email addresses as affected users. Unfortunately, I don't have an ETA on when this bug will be resolved as the Redtail team develops and maintains the app integration. But, rest assured, we'll notify once anything changes with the bug report. How does that sound?

Concerning the email address field, the Redtail CRM app integration does not currently support fields such as email, phone, address, etc. The good news here is that other users have requested these fields, so we have a feature request in with the Redtail team to add these fields to the Create Contact action. Feature requests are similar to bug reports in that they:

• Raise the issue with the Redtail team


• Gives us a place to track user interest on our end


• Reminds us to notify you once this become available

Similarly to the bug we're tracking, I'm sorry to say that I don't have a timeline for when this feature might be developed, but we'll automatically send you an email to let you know of any changes to the status of this feature request.

Since the Redtail team maintains this integration, I also recommend reaching out to them about the bug and feature request as well. We've found that it helps when our partners also hear from their customers. :)

If you have any questions or thoughts, please let us know! I'm happy to help however I can!"