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.
1911 results found
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Attendee Dots
These look terrible. The plain text was so much easier to read. This change makes my calendar harder to read and highlights the least important part of the calendar event.
Please revert to plain text so those of us without perfect vision can continue to use Redtail.
3 votes -
calendar today button
Add the "today" button back on the calendar. The update you literally just made to the calendar does not make it easier to navigate and having that "today" button made it quicker and easier to get back to where you need to be on the calendar.
3 votes -
Give option to revert back to the previous calendar settings (old Redtail CRM)
The calendar needs to have a feature that allows you to pick how you want the users' names to show. The old way showed the full name of the user the tasks belonged to. The new way uses just the initials with a large circle around them. The new way takes up too much space and makes the task/activities boxes much larger than they need to be. Please give an option to pick how we want to users' names to show in the activity/task boxes.
3 votes -
Switch calendar back to how it looked prior to 3/1/2024
The blocks on the new calendar are too big now. Please switch them back to how they were before. Also, there should be a feature to remove the user initials on the caledar task, especially if there is only one user. The initials are distracting. Also, they removed the button to easily switch back to the current month. Please put that back on.
3 votes -
hide linked attendee initials
The new (3/1/24) feature showing linked attendees initials on all activities has no utility for sole practitioners like me. Redtail should provide an option to hide the initials on calendar activities so that valuable screen space is not cluttered with irrelevant info.
3 votes -
ability to remove new attendee dots on calendar
Having initial dots on the calendar just adds to the confusion. Having the ability to 'choose' if they are there would be benificial.
3 votes -
Make Linked Attendee circles on Calendar optional, please!
With the 2/29/24 update to the Calendar, circles showing the initials of the Linked Attendees were added to each task. While I can see that this is a useful feature, it would be great if this were an optional, turn-on/turn-off feature. For instance, I am the only user/linked attendee on my account, so it just has my initials on every single task, which is totally unnecessary (for me and others like me). It just crowds up my calendar and makes it harder to see the bigger picture. It is really bothersome. Please consider making this optional. Thank you.
3 votes -
Purple Bubbles - HORRIBLE IDEA
Get rid of the purple bubble and put things back the way they were.. Its a useless change and enlarges the calendar for absolutely no reason. Terrible idea.
3 votes -
Bring back the Today button on the calendar
Please bring back the 'Today' button on the calendar as it was used very frequently when scheduling and finding appointments. It is now very inconvenient to use the calendar which is the main task we use Redtail for.
3 votes -
Attendee Dots on Calendar as a Preference Option
Allow us Users to have the new roll out of the Attendee Dots on the calendar as a Preference Option. Even while being able to change the colors, it is still very over-stimulating, and harsh on the eyes for many. For folks that also suffer from anxiety, this is extremely hard.
Thanks!!3 votes -
I'm not thrilled with the new format listing a bubble for the 'attendee' of the meeting, tasks, etc. Could we get rid of the bubble. thanks
I'm not thrilled with the new format listing a bubble for the 'attendee' of the meeting, tasks, etc. Could we get rid of the bubble? thanks.
3 votes -
Attendee Dots on Calendar- Preference option
Have there be an option in preference to remove the attendee dots. This can be very distracting. All I'm able to see in my calendar at the dots and it looks very busy. Also, if you have more than one employee with the same initial then it defeats the purpose of having a quick glance to see who is in attendance. This is not a helpful feature and I would like the option to remove it.
3 votes -
Please remove these new attendee bubbles from activities.
Please remove these new attendee bubbles from activities as soon as possible or at least make them removable/optional. They are redundant as the attendees are already visibly listed on each activity and these bubbles make the activities way too large on the calendar. This is a huge problem when you are working 50+ activities each week. I don't understand the logic behind adding these but please take them away.
3 votes -
ADD THE TODAY BUTTON BACK ON THE CALENDAR SCREEN!!!!!!!!!!
Add the Today button back on the calendar screen! This should never have been removed! Wasted clicks getting back to today when moving back or forward though the months.
3 votes -
Please Replace the "Today" Button on the Calendar
The latest update removed the front facing "Today" button from the Calendar, making it harder to navigate back to the current day when needed.
3 votes -
The Today Button on the calendar is gone
With the new re-design of the calendar, the "Today" button is gone. Please please bring it back!
Update 3/5: THANK YOU!!! I'm so happy to have this button back! Our whole firm celebrated. Many many thanks!
3 votes -
Save Activity w/o Closing
Would like the option to save my activity notes without having to close then come back into it. I get
3 votes -
Calendar events are too large now.
Calendar event bubbles are too large now. Please make an option to take off initials and have them appear as before.
3 votes -
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it's still open
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it still shows as open and it should be closed - neither won nor lost, just closed.
3 votes -
Please bring back old calendar or give us legacy version.
Bring back old version of calendar or give access to legacy version. Going forward on new 'lipstick' launches it would behoove developers to have a toggle button (like everyone else in the world) to try new version or not. You can easily track this data and see what the percentage is on usage. No rocket science. Much better than unhappy group.
3 votes
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