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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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202 results found

  1. Holiday's Observed On a Different Day than Falls On

    Example: Workflows aren't skipping Monday, July 5th for the (observed) holiday - it would be super if the Calendar would adjust the Holiday 'day' to the one that it is observed on. Thanks, you guys! TeamRedTail-Rocks! Ty

    6 votes
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  2. Go back to showing client names instead of "client birthday" on full month view pdf printout

    I'd love to go back to how the calendar PDF printout worked as of 3 weeks ago and how it had always printed since I started using CRM in 2019. It always displayed the full month view with actual client names.... now when you print it the pdf just says "client birthday" without real names. Not sure why this was changed and can no longer see names but it makes no sense to give users the option to print a full month calendar with no actual names on it. Please give me back my calendar with names for the first…

    4 votes
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  3. Adjust the "Repeat Ends" Calendar Date for Repeating Activities

    When a recurring activity is set and the "repeat ends" is selected, the calendar jumps to today. It should jump to the date of the activity.

    For example, when I set up an event for next year, I have to scroll through a year of the calendar to get to the end date for the recurring event. It logically should pop up starting with that future date.

    3 votes
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  4. 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
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  5. Mobile Calendar not displaying activity over multiple days correctly

    On my desktop I can see that a team member has an all day vacation activity set up for the date range 6/14-6/23. When I look at my mobile calendar I am only seeing an All Day vacation note for the first day and then nothing to indicate his vacation on the following days. This should be showing up for each day that is in the range of the original activity. It is confusing to not show this for each day that he is out on vacation.

    3 votes
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  6. Activity Location

    I know this has been previously suggested, but it is ridiculous that we have to open an activity to see it's location in calendar view. We have multiple users and cover multiple locations. Our Admin needs an easy way to see appointment locations on the multi user calendar view without having to open each appointment to find it. PLEASE address this!

    4 votes
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  7. 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
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  8. right click on calendar to quick complete time block tasks.

    I time block the areas I want to work on and it would be nice to just right click to quickly complete a task on my calendar.

    7 votes
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  9. Can you update the calendar options for recurring appointment to allow last "Monday" of the month?

    I was trying to add an event on the calendar for our office being closed on Memorial Day. I wanted this to be a recurring event, like I do for most of our holidays. Memorial day is always the last Monday of May. Right now when you create this as a recurring event, you select custom and to repeat every 12 months, then the "Repeat on" options are "Monthly on day 31" or "Monthly on the fifth Monday". Neither of these will apply in this case. Can you add the option "Monthly on the Last Monday" or whatever day of…

    13 votes
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  10. setting calendar colors by employee

    One calendar is used for 10 employees - would be helpful if we had an option to set colors by employee vs categories etc.

    26 votes
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    1 comment  ·  Calendar  ·  Admin →
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  11. We are new to Redtail but would greatly appreciate a Calendly integration

    We definitely need a Calendly integration for our practice

    28 votes
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    1 comment  ·  Calendar  ·  Admin →
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  12. Calendly Integration

    I feel like a broken record asking for this but how is there not an integration with Calendly yet? We run our entire calendar through Redtail but we are on the verge of switching to Outlook simply because they have a native integration with Calendly. This would save our team time, money, and resources. There has been "internal discussion" at Redtail about this for some time now but never once have we received a substantive update or any progress. Is there any timeline for this integration? Thank you for your consideration!

    35 votes
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    1 comment  ·  Calendar  ·  Admin →
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  13. 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
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  14. Adding this new feature

    You really should consider developing / adding a "SMS" feature to the CRM that is tied (as an option) to the calendar.
    Once an appointment is placed on the calendar, there could be a box that reads something like, "Enable SMS". When clicked you could choose how often you want your (pre-personalized)text message to be sent that automatically includes the date & time scheduled. The message would then give the recipient the option to confirm, cancel, help or stop. This would take additional steps off what the Admins have to do in order to send / call with reminders to…

    7 votes
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  15. Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.

    Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.

    9 votes
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  16. calendar background color for today's date

    Darken background color for TODAY's DATE on Calendar to make it more prominent

    17 votes
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  17. send calendar to clients to book appointments

    It would be nice to be able to send clients a link to our calendar so they can easily book appointments to eliminate all of the back and forth.

    53 votes
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    1 comment  ·  Calendar  ·  Admin →
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  18. leap

    Any way to have leap birthdays show up on both the Today page and the upcoming birthdays report?

    1 vote
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  19. Please give us more recurring scheduling options

    I can set an activity to repeat on the first Monday (etc) of the month, but I cannot set it for the first (etc) day of the month. Very frustrating options, I go in circles frequently trying to decide how to set recurring activities to accomplish what I need to. Often I have to chose something that is less than perfect, knowing that each month when it comes up I will have to manually adjust it to be what I need, and hope I don't miss it before that happens.

    19 votes
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  20. Calendar Integration with Calendly

    Currently we have to work around 4 different google calendars to get the Calendly feature for scheduling. With the world shifting to digital, is there a possibility of RT integrating with Calendly so our office can have a scheduling system off our 1 CRM calendar?

    50 votes
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