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Redtail 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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193 results found

  1. Add the ability to add Zoom meetings and ical meeting info into the CRM calendar

    It would be nice if we did not have to manually add Zoom meetings or other meetings that come via ical (ICS file) stuff directly into the CRM calendar. Right now it is a long process of copy and paste and saving the meeting emails in Zimbra so you can have the live links necessary wheb the meeting time comes along.

    11 votes
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  2. 20 votes
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    1 comment  ·  Calendar  ·  Admin →
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  3. Retreiver Cloud Activities Sync Default

    I have some people in my office that prefer that Tasks do not sync to their google calendar (seems to clog up their calendar) but currently that is the default selection and cannot be un selected.

    9 votes
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  4. information bubble on calendar

    When hovering over an activity on the Calendar, the information bubble remains open for too long.

    7 votes
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  5. manage activity pop-ups

    You recently changed the calendar screen - if you linger over and activity for the slightest hesitation, a window pops up showing more activity information and frankly, it is usually in my way and now I have to move my curser off that activity entry for a couple seconds for the pop-up to go away so I can continue with my work. VERY ANNOYING. If I need more info on an activity, I know how to double-click to drill down into the activity. I shouldn't have to worry so much about where my cursor is to avoid these annoying interruptions!…

    7 votes
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  6. teams

    Sync redtail calendar to Microsoft Teams- similar to how it can sync to outlook

    29 votes
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  7. SHOW FULL CONTACT CARD ON APPOINTMENT SHEETS

    WHEN I PRINT AN APPOINTMENT SHEET I AM CURRENTLY HAVING TO WRITE IN THE ADDRESS AND PHONE NUMBER. IT CURRENTLY ONLY PRINTS THE CLIENT NAME. EVEN IN DOCTORS OFFICES ETC... AT LEAST PHONE NUMBERS ARE PRINTED ON APPOINTMENT SHEETS. OUR ADVISORS TRAVEL AND IT IS IMPORTANT FOR THEM TO HAVE CONTACT INFORMATION PRINTED ON THE COVER SHEET.

    6 votes
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  8. Retriever Rolling Calendar Syncing

    In Retriever, It would be super if you could have a 'rolling' calendar/time-line when the preferences are set for calendar syncing. We were doing a 3 month 'viewing' w/Calendar but it was still showing September - current. Is there a current setting we're missing or is this the current default (that we have to manually update)? Thank you and we'll talk after Jan. 4th!!!

    6 votes
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  9. 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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  10. please build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a

    PLEASE build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a no-brainer for a CRM.

    12 votes
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  11. Outlook integration

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

    66 votes
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  12. I would like you to return my calendar view to the old way so that I can see the entire description of my task.

    I would like you to return my calendar view to the old way so that I can see the entire description of my task.

    16 votes
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  13. Integrate Third Party Calendars into the Redtail Calendar

    It would be wonderful to be able to add iCal and Google calendars INTO the Redtail calendar. I can sync a Redtail calendar to google and see it along side other calendars. I can do the same with Outlook. However, only I can see those integrations in those apps. I would like my team to be able to see my full calendar, not just what is visible in Redtail.

    Currently I have to manually add third party calendar events from other organizations and family to Redtail, duplicating everything. There is an "add iCal" option, but it apparently only works if…

    30 votes
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  14. 14 votes
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  15. native scheduler

    There have been hundreds of comments over years about Redtail having a native scheduler. I would GLADLY PAY what i am paying to my current vendor to have this option direct with Redtail.... PLEASE!!!!!

    12 votes
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  16. When users click on "today" in the calendar (upper left side, near arrow buttons) - could we actually be taken to the present day?

    The "today" button, as it currently is being used, takes the user to the current "month" not the current "day." The definition of today means present day, when clicking on "today" can we go to the present day instead of the month. Thank you for considering this change!

    1 vote
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  17. Allow Calendar Color Assignment for Private Activities

    Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).

    We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?

    Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.

    Lastly, if an activity is private from the creator's…

    10 votes
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  18. New calendar update

    It appears that the activities in my teams calendar seems to be cut off. For example when we schedule client reviews, we put them in the calendar in the Subject line, "ACCOUNT REVIEW W/ (CLIENTS NAME)." Now, when we look at our calendar the clients name is half way cut off depending on the length within the Subject line and only shows three dots "ACCOUNT REVIEW W/…" You have to hover over the activity to see the full description of the appointment. Please let me know if there is anyway to change this to show the full description of the…

    13 votes
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  19. Add 2 contacts to calendar event

    It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.

    I know you can add another after the fact, but that takes longer.

    14 votes
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  20. ABILITY TO SEE CONTACT INFORMATION ON PRINTED ACTIVITY DETAIL

    I print the activity detail page for our appointments in the office and place on the clients folder, I would like to see the contact information such as phone, email and address visible on the printed sheet under the Contacts Name, I am currently having to write everything in.

    3 votes
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