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.
193 results found
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Private Activity Indicator
If an activity is private from the creator's point of view, include a special private activity icon, similar to Outlook.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 -
Automated Scheduler Integration for Calendar
The Calendar Needs to be compatable with an Automated Scheduler Application like Calendly.
This would save a lot of time and allow clients and prospects to book themselves, be sent Zoom Invites Automatically with their confirmation and also be sent meeting reminders.
9 votes -
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 -
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.9 votes -
Send client name via iCal sync.
The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.
8 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Give the Calendar - "Today's Date" Indication More Visibility
In Month view, and the current system makes this difficult to view today instantly. It would be beneficial to add a more visible item such a different color for the date/number or a colored border (perhaps a choice in preferences).
8 votes -
Calendar User Display
I'd like to be able to view MY All Day Activities at the top of the calendar while simultaneously viewing ALL Users scheduled activities.
I don't need to see everyone else's All Day events BUT I do need to see everyone's scheduled meetings. I'm constantly having to toggle between viewing Only Myself & Everyone.
Please make the viewing preferences independent of each other. All Day vs Scheduled calendar views.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste
Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
Also, there should be a search feature7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Color
Color code calendar events
7 votes -
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 -
Retreiver cloud edit to settings
It would be very nice to have a way to edit your retriever cloud settings without having to de link retriever cloud. De linking and re linking creates an entirely new sub calendar in Google calendars and then all events have to be imported or readded and if you are sharing this calendar all new sharing has to be established
7 votes -
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 -
information bubble on calendar
When hovering over an activity on the Calendar, the information bubble remains open for too long.
7 votes -
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
7 votes -
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…7 votes -
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 -
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 -
Add the ability to include calendar information in email templates.
I utilize a template to remind clients of upcoming meetings and it'd be great if the date/time could be automatically included in the email based on what is in my calendar.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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