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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Shade All Day Events on Calendar
When an All Day event is created, such as being out for vacation or at a conference, it would be nice to see that day shaded in a semi-transparent color, similar to what Outlook does. It makes scheduling easier, rather than having to look at the top section of the calendar (which is generally used for birthday reminders).
6 votes -
Create option to "freeze" the 'all day' row
Please add the ability to "Freeze" the "all day" row in the calendar. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!
6 votes -
Set Activity Availability on Calendar
This is primarily for purposes for integrating the Redtail calendar with scheduling apps like Calendly.
It would be nice to be able to set the "Availability" for activities as Free, Tentative, or Busy like Outlook has with their "Show As" option.
Currently, any Tasks or other activity types that sync between Redtail and Outlook show up as Busy in Outlook and need to be manually changed to Free if it's meant to be a reminder or something that can be moved around, otherwise it makes that time spot unavailable for Calendly scheduling.
6 votes -
Better Details When Hovering On Activity On Calendar
I was looking at what additional information showed up when you hover over an activity and the only new info was the attendee. For most people they only see their own calendars so that was obvious. It'd be more helpful if we could see the activity description when we hover as well as the activity type (in case we haven't memorized what each color means) and category.
6 votes -
Meeting top level description cut off with update 8/2020
with new update the description of action gets cut off on Calendar view. offer a WRAP feature to list FULL description of action on the calendar. the AUGUST 2020 update removed this and added ...
6 votes -
Would like a Retriever Cloud option to choose whether or not to have attendees and linked contacts in the body of the Activity
When using Calendly or adding an activity to Outlook that includes an invitee, an extra Outlook notification is sent to the invitee after Retriever Cloud adds in the linked contacts and attendees to the body of the activity. Would like to avoid this extra email by disabling those items from being added to the body.
6 votes -
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 -
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 -
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.
6 votes -
Holiday's Observed On a Different Day than Falls On
Example: Workflows aren't skipping Monday, July 5th for the (observed) holiday - it would be super if the Calendar would adjust the Holiday 'day' to the one that it is observed on. Thanks, you guys! TeamRedTail-Rocks! Ty
6 votes -
5 votes
The 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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Daily activities with option to not include weekends
Daily activities should have the option to exclude weekends. Please make this an option.
5 votes -
Activity Location
I know this has been previously suggested, but it is ridiculous that we have to open an activity to see it's location in calendar view. We have multiple users and cover multiple locations. Our Admin needs an easy way to see appointment locations on the multi user calendar view without having to open each appointment to find it. PLEASE address this!
5 votes -
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
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