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. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    5 votes
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  8. 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 !!!!

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. 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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  11. 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.

    26 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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  13. Have completed tasks in a step disappear from Calendar when each Task is completed.

    When I have a Step that requires several Tasks to complete, the tasks remain uncompleted until ALL the tasks are completed. VERY Confusing. Recommend each task disappear or appear as completed when completed

    7 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Unclickable Standing Calendar

    Our office has varying hours for each rep and assistant and multiple locations. So the ability to have a standing unclickable calendar box that would sit in the background able to be color coded for shifts and which office location we are at would be a big help.

    6 votes
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  15. 4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Hide "Attendees" on calendar view. Takes up too much calendar real estate - not relevant to our office procedures

    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…

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. When printing out the WEEK view of the calendar, the Linked Contact's name does not appear as seen on the screen.

    When printing out the WEEK view of the calendar, the Linked Contact's name does not appear as seen on the actual screen. Instead, the information is listed by day on following sheets, or on the DAY calendar, you have to look to the side of the printout to match things up.
    This causes more than one look at the calendar. I'm sure this would be a useful feature on the MONTH view as well.

    Seeing the calendar that is on the screen would tremendously help us during tax season. Thanks much!
    

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Completed Activities -- it would be much clearer and cleaner if completed activities were shown with strike through .

    Completed Activities/Appointments -- it would be much clearer and cleaner if completed activities were shown with strike through .

    3 votes
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  19. Calendly Integration

    Integrate directly with Calendly or have an online scheduler for appointments.

    24 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Calendly integration--prevent tasks created in Redtail from synching with Google calendar

    Calendly integration is GENIUS, however, a key issue with Redtail’s Calendly integration is that Redtail activities categorized as "Task" flow to the Google calendar and appear as a calendar event. NO tasks should flow to Google; Google should be a pass-thru only from Calendly to Redtail’s calendar.

    Our business requirement: a solution where clients and prospects can see our calendar availability and schedule/re-schedule their own meetings with us; this is a very high business value to achieving internal efficiencies for our practice and for the client in being self-enabled and increasing their convenience.

    User scenario: Most Redtail users, I would…

    21 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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