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.
200 results found
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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).
8 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 -
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 -
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 -
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).
24 votes -
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.
16 votes -
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
10 votes -
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?
29 votes -
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…
13 votes -
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!
3 votes -
20 votes
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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…
11 votes -
14 votes
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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.
14 votes -
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.
30 votes -
Provide a link to client to schedule a meeting during a block of time on calendar
Allows us to create a link to send out to multiple clients allowing them to choose a time slot during a specific period of time to schedule a meeting. Once selected that time slot would disappear from the options to the other clients.
40 votes -
teams
Sync redtail calendar to Microsoft Teams- similar to how it can sync to outlook
29 votes -
Integrate Third Party Calendars into the Redtail Calendar
It would be wonderful to be able to add iCal and Google calendars INTO the Redtail calendar. I can sync a Redtail calendar to google and see it along side other calendars. I can do the same with Outlook. However, only I can see those integrations in those apps. I would like my team to be able to see my full calendar, not just what is visible in Redtail.
Currently I have to manually add third party calendar events from other organizations and family to Redtail, duplicating everything. There is an "add iCal" option, but it apparently only works if…
30 votes -
copytalk on calendar
It would be beneficial to be able to categorize copytalk notes before they come into Redtail
1 vote -
Calendar Scheduling
I noticed that when customizing repeat events, there used to be an option to make an event for the "Last" day of that week. Now, there is only the option to make an event land on the "Fifth" day of that week. Not every month has 5 weeks. Could we add back on the "Last" day feature??
10 votes
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