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.

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  1. native scheduler

    There have been hundreds of comments over years about Redtail having a native scheduler. I would GLADLY PAY what i am paying to my current vendor to have this option direct with Redtail.... PLEASE!!!!!

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Calendar Color Assignment for Private Activities

    Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).

    We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?

    Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.

    Lastly, if an activity is private from the creator's…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. please build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a

    PLEASE build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a no-brainer for a CRM.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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).

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 ...

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to create "Users" for scheduling purposes only.

    We have had to create full Users in Redtail for blocking off our conference rooms for appointments, an employee "out of office" time block, etc. and it would be beneficial to be able to have these Users that aren't actually "Users" or have their own logins. We have over 90 "Users" in our database and some of these are only for scheduling purposes and shouldn't have to be added to our billed number of Users (I believe the monthly price increases every 30+ Users).

    21 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. I would like you to return my calendar view to the old way so that I can see the entire description of my task.

    I would like you to return my calendar view to the old way so that I can see the entire description of my task.

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. reoccuring calendar items, not showing subject line

    Seems with the most recent update the subject line isn't showing in the calendar view - even when the activity is 1+ hr

    7 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Send invite to contact when scheduling an appointment

    Most programs today allow you to send in invite to the contact you have schedule some type of appointment with to add it to their calendar and accept or decline it. Why doesn't Redtail do this?

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. New calendar update

    It appears that the activities in my teams calendar seems to be cut off. For example when we schedule client reviews, we put them in the calendar in the Subject line, "ACCOUNT REVIEW W/ (CLIENTS NAME)." Now, when we look at our calendar the clients name is half way cut off depending on the length within the Subject line and only shows three dots "ACCOUNT REVIEW W/…" You have to hover over the activity to see the full description of the appointment. Please let me know if there is anyway to change this to show the full description of the…

    7 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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!

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Hide All Day Events Calendar Preference Should be able to be LOCKED ON / OFF

    With so many all day events, the calendar gets lost. We do already have the OPTION to Select "Hide All Day Events". HOWEVER, this Choice Does Not Stick!

    Users Must REselect the "hide all day events" preference EVERY time you open the calendar throughout the day, OR After Any Activity is Added to the calendar / EVERY SINGLE TIME THE PAGE RELOADS.

    It is not that difficult to do but it is incredibly annoying - I would prefer to do it once and never do it again (rather than 10-20 times per day).

    Please Allow Users to LOCK the Hide…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. 10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Calendar Feature / Settings / Option to View ONLY Select Activity Types or Categories of Other Users / Team Members

    Please Add Feature to Calendar Settings, Wherein we have the Option to View ONLY Select Activity Types or Categories of Other Users / Team Members...

    No one wants to Sort Through / have EVERY Calendar Activity of EVERYONE in the Office constantly Showing on their own Calendar.
    **HOWEVER, They DO WANT TO (always) SEE / Know When Other Team Members Will Be OUT OF THE OFFICE on VACATION or (especially these days with COVID) WORKING REMOTELY.

    And they do Not want to constantly be switching their calendar back and forth to View / Not View others' Activities on their Calendar…

    10 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 2 votes
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  18. Add 2 contacts to calendar event

    It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.

    I know you can add another after the fact, but that takes longer.

    11 votes
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  19. It would be most helpful to be able to color code appointments by who's appointment is noted (who, meaning person in our office).

    I make appointments for several people in our office. It would be helpful if they could be color coded so at a glance I could pick out who's appointment is whose.

    11 votes
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  20. the calendar should allow you to see a contact name for an activity when the time slot is less than an hour, only thr subject line is visab

    the calendar needs to be able to show a contact name on the calendar view when it is less than 1 hour, only the subject line is visable. When looking at you calender you can not get a good idea quickly of who or what is on it with openning each item

    1 vote
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