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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.

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202 results found

  1. information bubble on calendar

    When hovering over an activity on the Calendar, the information bubble remains open for too long.

    7 votes
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  2. Month view update

    I schedule for others so I use the month view. I'd like to be able to see blocked times in that view similar to what is shown in the week view to avoid accident scheduling over time already blocked off.

    Thank you!

    1 vote
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  3. Calendly Integration

    I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?

    43 votes
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    2 comments  ·  Calendar  ·  Admin →
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  4. Allow hyperlinks to be transferred from outlook calendar

    Allow hyperlinks to be transferred to redtail when using retriever to link outlook calendar events

    17 votes
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  5. Locking meetings in place

    As we have accidentally moved meetings on the calendar, then had to go back and look through emails to see when it actually was, or worse, miss the meeting altogether, I think it would be a great idea to have the meetings lock in place (and also unlock if it needs to be moved or deleted), so that it cannot be accidentally moved once it's on the calendar. Lock/unlock, just to keep meeting from moving, not from allowing other's to lock/unlock and edit meeting if need be. Thank you.

    1 vote
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  6. Confirm appointments using different color

    It would be nice to confirm appointments on the calendar and potentially right click them to say "Confirmed" and then it would turn the appointment to a different color to easily tell which appointments have been confirmed and which have yet to have responses.
    Thank you.

    15 votes
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    1 comment  ·  Calendar  ·  Admin →
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  7. Retreiver Cloud Activities Sync Default

    I have some people in my office that prefer that Tasks do not sync to their google calendar (seems to clog up their calendar) but currently that is the default selection and cannot be un selected.

    9 votes
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    1 comment  ·  Calendar  ·  Admin →
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  8. Email confirmation of webinar registration link to RT calendar

    When I register for a webinar or meeting and the system sends an email confirmation it offers links to add it to outlook or google calendar but not the Red Tail calendar. It seems logical that it should.

    1 vote
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  9. 1 vote
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  10. appointment

    Ability to add more than one client at a time for an activity on the calendar (instead of having to click "create and edit" and then add additional client).

    12 votes
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  11. Allow clients to schedule their own appointments in crm

    Create a simple link or other type of access for a client to be able to schedule their own appointments on the CRM calendar (and the ability for the user to restrict certain aspects, like date/time range, that is available to the client)

    28 votes
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    1 comment  ·  Calendar  ·  Admin →
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  12. Add the ability to add Zoom meetings and ical meeting info into the CRM calendar

    It would be nice if we did not have to manually add Zoom meetings or other meetings that come via ical (ICS file) stuff directly into the CRM calendar. Right now it is a long process of copy and paste and saving the meeting emails in Zimbra so you can have the live links necessary wheb the meeting time comes along.

    11 votes
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  13. Can you add nicknames on calendar?

    We have several clients that are Jr. and Sr. and they go by different names. It would be nice that on the calendar it will show nicknames.

    33 votes
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  14. manage activity pop-ups

    You recently changed the calendar screen - if you linger over and activity for the slightest hesitation, a window pops up showing more activity information and frankly, it is usually in my way and now I have to move my curser off that activity entry for a couple seconds for the pop-up to go away so I can continue with my work. VERY ANNOYING. If I need more info on an activity, I know how to double-click to drill down into the activity. I shouldn't have to worry so much about where my cursor is to avoid these annoying interruptions!…

    7 votes
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  15. calendar

    Add a feature to hover over the event on the calendar to then "Save & Complete", "Delete", etc. so you don't have to click into the event to do that.

    24 votes
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  16. calendar

    Suggestion- add a search feature into the calendar itself.

    18 votes
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  17. 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 appreciated

    3 votes
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  18. Retreiver cloud edit to settings

    It would be very nice to have a way to edit your retriever cloud settings without having to de link retriever cloud. De linking and re linking creates an entirely new sub calendar in Google calendars and then all events have to be imported or readded and if you are sharing this calendar all new sharing has to be established

    7 votes
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  19. 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!!!!!

    12 votes
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  20. 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…

    10 votes
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