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. 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?

    16 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Keep default settings in Calendar for Users and Types

    After clearing cache and cookies for Google browser, the Users and Types reverts back to "All," despite that I only use certain of those.
    Keep those setting defaults to the ones I've chosen so I'm not having to reselect all of those each time browser settings are cleared.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Calendar Update Notifications

    When a calendar activity has been assigned to a team member they are notified via email. When the activity has been deleted/removed from the calendar, the tagged attendees are not notified of the deletion and now opening in their calendar. This would be a helpful use of the calendar system.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. change categories in existing calendar sync

    I would like the ability to change the categories for an existing calendar sync setup through Retriever Cloud. The only way to change categories is to disable the sync, then recreate it, which then renames the Outlook calendar it is being synced to, which cascades into having to relink all the 3rd party calendars that are tied into that calendar in Outlook (Calendly, for example, has to be re-set up). If we could just change the categories and keep the same calendar name in Outlook it would make like much easier on us.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Integrate with third party calendars including Woven and Fantastical 2

    Woven is a relatively new third party calendar that offers many features that other calendars don't have. Woven will also combine both Microsoft 365 and Google calendars, but has trouble once RT is added. Fantastical 2 is a very user-friendly calendar that is google-based.

    It would seem logical for RT to integrate with third party calendars since these companies often specialize and therefore offer more features and convenience than RT can provide.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. When it comes to scheduling appointments, have the appt attendees default to who ever's calendar you are in

    99% of the time it is a receptionist or other support staff scheduling appointments with our advisors/preparers. In our office we have 5 advisors who meet with our clients. When we go to schedule an appointment we pull up the clients specific advisors calendar to select the time slot for the appointment. Yet the meeting attendee defaults to whoever is making the appointment, not to the advisor (who's calendar you are actually viewing)
    Could you possibly create a preference to default the attendee to the person who's calendar we are viewing at that time? this would be a much faster…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. SYNC Calendar with Microsoft Exchange

    Please sync the RT calendar with MICROSOFT EXCHANGE & CALENDLY. I was shocked after seeing that you only integrated the RedTail (RT) calendar with Microsoft 365, but not with Microsoft Exchange which I have to believe is the primary 'corporate' calendar many of us use. PLEASE, please link the RT calendar with Microsoft Exchange specifically. We would be so grateful!

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tag out of office meetings/appointments

    Create a field under activity details to mark a meeting as "Out of office" so staff knows the meeting is not in the office.

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Web mail calendar sync with regular redtail calendar

    I would like to suggest that Redtail coordinates the Redtail web mail calendar with the regular Redtail calendar. If you could sync those two calendars together that way I wouldn't have to manually transfer my web mail calendar appointments into the Redtail calendar

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. bubble stays open too long on calendar when hover over subject

    The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.

    11 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Calendar filter templates

    Customizable filter templates for the calendar. For instance, a saved filter for 3 users, then another saved filter for 5 activity types. This would be great for admins that oversee a lot of users and need to switch back and forth. It's cumbersome to use the checkboxes every time.

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

    The fact that we cannot truly sync google calendar to redtail calendar is a big problem, rendering automation templates essentially worthless to initiate workflows. This could easily be fixed and should be a top priority, as it eliminates hours of work per week spent in manually assigning workflows.

    10 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please improve the Ical feature so Redtail calendar can work with ical.

    Please work on making Redtail calendar more compatible with Ical.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Be able to lock scheduling on calendar to certain people in office

    Would like to be able to lock scheduling things on the calendar out to certain employees. They can see the calendar, but cannot schedule.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Retriever Cloud Sync - Contact Information In Description

    It would be great if it also synced over the preferred phone number for the assigned contact. That way when the office schedules a call for me, I don't have to log in to know what number to call.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Color code or allow hiding of completed workflow tasks.

    Color code or allow hiding of completed workflow tasks so I can tell, with a glance, which workflow tasks need my attention.

    5 votes
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