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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!

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How can we improve Redtail Technology's CRM?

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3 results found

  1. "Today" Button on Calendar

    Please, please, PLEASE bring back the "today" button on the calendar. I know that I can still access it through the little calendar icon and then clicking today, but I know I am not the only one that uses that button a ton and would prefer to have it easily accessible and not hidden.

    25 votes
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    0 comments  ·  Calendar  ·  Admin →
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  2. Searchable calendar

    I would like to request a second look at making the calendar searchable, which I see was declined several months ago. When scheduling multiple appointments each day, it is very time consuming to have to go into each client's record and then sift through their activities to see when their last appointment was. In Outlook, it is a snap to search the calendar by client name and instantly have a list of their past/future appointments.

    369 votes
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    24 comments  ·  Calendar  ·  Admin →
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  3. Allow Color Coding on the Calendar by Advisor/Employee

    It would be nice to be able to color code our calendar by the person the task is assigned to rather than the type of appointment. I know others like the status quo so if there would be a way to choose between both features that would help out our company nicely.

    1,721 votes
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    139 comments  ·  Calendar  ·  Admin →
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