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.
200 results found
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Stop moving 'month view' calendar page after adjusting activities/ what happened to save/complete/new?
Every time I am in the 'month view' in the calendar and I click into an activity and click 'save' or 'complete' or any other option, when the task closes the calendar is automatically brought to the top of the page (the beginning of the month). It is incredibly frustrating having to find my place on the calendar again, especially when there are a large amount of tasks in a month, and I am nearing the end of the month.
Also, I want 'save and complete and new' option back. Why can I not create the next next task from…
4 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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Scheduling
When scheduling an appointment in the Redtail calendar, in the Create Activity box, please add a reminder option (advance notice option) and a 'no' attendee option and ample notes section so that scheduling is more functional like the Outlook calendar.
4 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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By being able to print what you see on the calendar with no changes being added.
Please do not include linked contact at the beginning of a template being used on calendar. What we put & see on the schedule should be what is printed. Also, it only adds the contact name at the beginning if there is just one. If multiple contacts are listed, nothing is put there, only making the printout more inconsistent. We add the client name to the subject line so that it appears on the schedule when we look at it. Otherwise you have to hover over each appointment during the day to see the name of the client coming in. …
4 votes -
task completed/appointment calendar
It would be great to be able to see task and calendar appts. still visible on calendar after being completed. Also, possibly adding feature to indicate if they were completed (maybe with different color).
4 votes -
Please improve the Ical feature so Redtail calendar can work with ical.
Please work on making Redtail calendar more compatible with Ical.
4 votes -
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 -
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 -
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 -
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 -
Calendar Activity with Built in Travel Time
Travel Time button in a task. When you click it, you input how much travel time you need so when you make an offsite appointment, the travel time is part of your calendar appointment. This way you don't have to create 2 additional task for the before and after appointment.
3 votes -
Recurring meetings and synching issue
Recurring meetings and syncing issue.
I just called the help desk along with the owner of the company. When a recurring meeting is scheduled through Outlook, it is not populating or syncing with the Redtail calendar. Even doing a manual sync will not help. According to the rep we spoke with, this is a known issue that Redtail is NOT willing to fix. That is disappointing to hear as we feel that Redtail doesn't care for their clients, even though our rep said they did. If they cared about their clients, they would offer a discount for their product's inadequacy…3 votes -
Mobile app - add ability to see only appointments
Right now on the mobile app, I'm only able to select which users appear on my calendar. It then shows all tasks and appointments on the calendar. Please add a feature where I can choose to only see appointments on my calendar for the selected users, like I can do on the desktop version. Thanks!
3 votes -
Option to show review reminders for specific users instead of NONE or ALL in the calendar.
The calendar ignores the selected users and shows either ALL client reviews for all users, or NO client reviews. It isn't possible to show reviews for just the currently selected calendar users. If one wants to show reviews, then automatically reviews for all clients for all advisors are shown. Please allow a filter for this. Thanks.
3 votes -
birthday
Please, please allow the client's birthday to sync from RT calendar to outlook via retriever for tailwag 1.3.8.
Most of my work is from my phone especially early in the day when i want to make a birthday call. As of now it will not sync to my outlook calendar and would be SO appreciated3 votes -
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 -
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 -
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 -
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 -
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 -
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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