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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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202 results found

  1. Create option to "freeze" the 'all day' row

    Please add the ability to "Freeze" the "all day" row in the calendar. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!

    6 votes
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  2. 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
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  3. Calendar Event Color Option for all Users

    At our office we have one financial advisor but multiple people making appointments for that advisor at any given time so we all share the same event colors. Being that we have twenty events/colors we use, it would be so much more convenient if we could have a default option to make the colors the same colors for all users rather than manually selecting colors for each user, especially when we add a new user.

    7 votes
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  4. 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
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  5. Shade All Day Events on Calendar

    When an All Day event is created, such as being out for vacation or at a conference, it would be nice to see that day shaded in a semi-transparent color, similar to what Outlook does. It makes scheduling easier, rather than having to look at the top section of the calendar (which is generally used for birthday reminders).

    3 votes
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  6. Color Code by Advisors in the Office.

    It would be extremely helpful and convenient if we were able to color code our calendars by the advisors/representatives in our offices, that way at just a glance we could see who has a meeting and when. Currently we have to hover over or click on the appt. to see which advisor will be in the appt.

    7 votes
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  7. 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!!!!

    1 vote
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  8. Color code CRM calendar based on people and not activity type.

    Be able to color code based on people. For instance, in our firm we have 5 people. It would be nice to have different colors assigned for each person on the CRM calendar that way we can correlate the color with the person. Right now we are able to color code based on activity type like (appointment, task, out of office, etc) but this way all 5 peoples appointments are the same color.

    12 votes
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  9. Show number of items (#) on the calendar for each day

    It would be nice to be able to add a display of the number of items on the calendar for each day. The visual can help with motivation!!

    3 votes
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  10. Quarterly Reoccurrence Dates

    We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.

    2 votes
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  11. Retriever for Tailwag error notifications

    Please add a visible error indicator in Retriever. Retriever for Tailwag needs to have error indicators. Autosync helps so we do not have to manually sync, however we can't tell if there is an issue.

    We cannot keep manually checking the error log, or checking both Redtail and Outlook to make sure it is working.

    3 votes
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  12. Would be great if monthly calendar view could scroll from month to month

    Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc

    9 votes
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  13. select attendees

    Please return the ability to select attendees for an activity with the keyboard. We used to be able to the arrow keys to highlight the attendee and hit enter to select attendee. Now it is greyed out and we MUST use a mouse. This is very inconvenient. Also, please STOP rearranging the order of the attendees upon selection,

    3 votes
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  14. Have option to send calendar events invites to scheduled events with existing contacts

    when scheduling an event with a client, or prospect that is in redtail, the meeting invite will be sent from redtail, including the notes on the event, location, and the things that google calendar would send. I have to go back to google calendar and recreate there, along with coping and pasting the client email. A time waster for sure.

    2 votes
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  15. Daily activities with option to not include weekends

    Daily activities should have the option to exclude weekends. Please make this an option.

    5 votes
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  16. Color

    Color code calendar events

    7 votes
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  17. Avoid repeat reminders from falling on a weekend.

    It would be nice if repeat reminders would avoid falling on a weekend. For instance, I have a client who transfers $2800 monthly to an investment account on the 6th of every month. So I set up a reminder on the 7th to invest her money. Some months the 7th falls on a weekend when the market is closed, and I have to manually set a new reminder for Monday. It would be nice if this reminder would automatically push to the following Monday if it fell on a weekend.

    30 votes
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  18. Allow clients to self-schedule appointments directly through Redtail

    By allowing clients to self schedule through Redtail, this would eliminate having to use a third party appointment app. The issue we are having when using third parties is that it does not link the contacts to the activity and it does not generate workflows as it is supposed to. I see many people have requested this feature. Is there any chance that it is a possibility in the near future? Thanks.

    87 votes
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  19. Calendar Keyword Filter

    It'd be helpful to be able to filter the calendar for clients with a specific keyword. For example, our office meets with around 30 households/week. We track our RMD clients through a Keyword. It'd be great to be able to filter the calendar and quickly capture which clients we need to prepare RMD summaries for, rather than manually going into every contact and checking for keywords.

    14 votes
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  20. allow daily calendar to print like it used to without the Filter events box printing at the top

    When you print the daily calendar, it prints the filter events box at the top - it didn't used to do that -
    fix it please!

    11 votes
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