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
-
Calendly integration--prevent tasks created in Redtail from synching with Google calendar
Calendly integration is GENIUS, however, a key issue with Redtail’s Calendly integration is that Redtail activities categorized as "Task" flow to the Google calendar and appear as a calendar event. NO tasks should flow to Google; Google should be a pass-thru only from Calendly to Redtail’s calendar.
Our business requirement: a solution where clients and prospects can see our calendar availability and schedule/re-schedule their own meetings with us; this is a very high business value to achieving internal efficiencies for our practice and for the client in being self-enabled and increasing their convenience.
User scenario: Most Redtail users, I would…
40 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!
-
it would be nice to actually view the different user's Calendar colors
when we choose our own individual Calendar colors, we use that to individualize because we compare our Calendar colors with another co-worker. So when we look at both Calendars, we need to see the 2 different colors, not have them look the same because that is our "view" from the color we chose for that activity
14 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!
-
It would be very helpful if Red Tail had an automatic refresh.
I work with a client appointment calendar and unless I remember to refresh the calendar, I won't see cancellations or changes to our daily appointment schedule.
20 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!
-
Currently we are unable to use the redtail calendar to send meeting requests as a function of the outlook calendar to recipients.
The goal would be to not need to send appointment requests through outlook directly in order to establish, confirm with participants, adjust time or day with other invitees the time, day, and location of an agreed upon appointment among two or more people. Currently we are unable to use the redtail calendar due to its limited ability to interact with outlook as changes occur
22 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!
-
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 -
calendar attendees
Would like the option of having two categories listed for meeting attendees - required attendees and optional attendees.
10 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!
-
weekly view of calendar needs to show attendees, just like monthly view
weekly view of calendar needs to show attendees, just like monthly view.
without having to pull down info and overlap next appointment time.14 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!
-
Filter client reviews and birthdays by user
Client reviews and birthdays are currently showing up for EVERYONE in the calendar, even if only "Me" is selected in the user filters. It becomes really cumbersome to try and weed through all the reminders and reviews in the calendar when you're looking at 12+ advisors' review dates. It would be really great to be able to filter these reminders out by user so servicing advisors only see reviews and birthdays assigned to their clients. Our workaround for this is for every advisor to create an activity to reminded themselves of an upcoming review, but doing this is an extra…
152 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!
-
Sync Redtail Calendar with Zapier with more options
If there was an api to sync redtail calendar with zapier giving many available fields to then sync the redtail with acuity, calendly, etc.
38 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!
-
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!
-
More Integration Options with Automated Meeting Reminder Platforms
Fully integrate with more than one platform for automated meeting reminders. Right now you only offer integration with Appointment Reminder. Appointment Reminder is not a great product and is very frustrating to work with. It would be great to have some options with better platforms (Apptoto for example)....
14 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!
-
Retriever for tailwag working with Mac computers
It would be nice to sync my Outlook calendar on my MAC with my redtail calendar.
13 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!
-
copytalk on calendar
It would be beneficial to be able to categorize copytalk notes before they come into Redtail
1 vote -
28 votes
Redtail’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!
-
Cloud Retriever - auto link contact from appointment generated in an outside calendar
I use an online calendar (ScheduleOnce) so that my clients can book appointments at their convenience. They can choose between a phone call or in office appointment. They are prompted to enter their name and email address before the appointment hits my calendar.
Currently, that appointment appears in my google calendar. Using the cloud retriever, this now shows up as an activity on my RedTail calendar. This part works seamlessly.
The issue is, the end user (my client who originates the appointment) doesn't appear in the RedTail activity as a "Linked Contact." The email address that is used to originate…
16 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!
-
Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
131 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!
-
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!
-
Right Click on Calendar Activities to Open them in a new Tab
When viewing the calendar in day or week view, it would be great to be able to right click on a specific appointment and open that Activity in a new tab. This way we can keep the calendar view up and uninterrupted, but also be able to view the details of the activity by simply taking us a to a new tab.
67 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!
-
Toggle feature to lock/unlock appointments on calendar
For those of us with touch screens it can be too easy to accidentally move an appointment and not even realize it. It would be nice to have a feature in the "preferences" section that allows users to lock appointments in place that can be enabled/disabled at any time.
33 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!
-
Calendar items deleted in Outlook should be deleted in Redtail (optional)
We have a team approach to client service and multiple people doing calendaring for others. Outlook is the primary place this calendaring happens, because not all of these people need redatil access and Outlook 365 is ingrained in everyones current workflow. We need items to be deleted from the redtail calendar when they are deleted from outlook. I realize some folks may not want that functionality, but it needs to be an option that can be turned on for those of us who do want it.
30 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!
- Don't see your idea?