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. Seminars - Remove from Redtail Calendar when the seminar status is changed to Prior.

    Seminars - Remove from Redtail Calendar when the seminar status is changed to Prior.

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

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. calendar that shows both the start time and end time for meetings without hovering

    I schedule for multiple people and many times for two advisors in one meeting. I would like the calendar to show not only start times but also end times. This way I don't have to hover over each event to find out when the advisors will be done to schedule another meeting. Many times I have someone on the phone while trying to pick a time.

    1 vote
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. get rid of new drop downs on upper right of calendar

    Please get rid of the automatic drop downs on upper right of calendar! Not helpful at all and extremely annoying that you have to click on blank part of the page to get rid of. Thanks!

    13 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. non-linear: My brain loves non-linear, whole views. The big picture.

    A 1-year calendar that shows client review meetings. So I can choose to change the concentration of meetings, see when I last saw a client.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. calendar attendees

    Would like the option of having two categories listed for meeting attendees - required attendees and optional attendees.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Would suggest a way to filter out completed calendar items from completed all day task items. As it is now, they are lumped together.

    Right now there is no way to filter out completed all day tasks from completed calendar items. I want to be able to go back in the calendar and see completed meetings and such but do NOT want to see completed all day tasks.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. Outlook integration

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

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

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. "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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. calendar split

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

    9 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    9 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    9 votes
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