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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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201 results found

  1. Color coding for Employees/Advisors

    We are needing a way to color code per our advisors/employees, not just for different activities. Is anything planned for this??

    6 votes
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  2. Change background color of current day on calendar.

    When I open the calendar daily, I would like to see the current day bolded in the background of the calendar box.

    4 votes
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  3. calendar color coding each calendar user

    Have a different color for each calendar user - For example - my supervisor and I share calendars - to know which calendar items are mine and which are hers - would be nice if we could use a different color to distinguish between the two. Also, can the color be changed for each task/appointment without changing the color of the entire calendar?

    6 votes
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  4. search option

    search option for appointments and task listed on calendar. Having it look up even past/ completed appt. task and appointments

    1 vote
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  5. task completed/appointment calendar

    It would be great to be able to see task and calendar appts. still visible on calendar after being completed. Also, possibly adding feature to indicate if they were completed (maybe with different color).

    3 votes
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  6. Recurring meetings and synching issue

    Recurring meetings and syncing issue.
    I just called the help desk along with the owner of the company. When a recurring meeting is scheduled through Outlook, it is not populating or syncing with the Redtail calendar. Even doing a manual sync will not help. According to the rep we spoke with, this is a known issue that Redtail is NOT willing to fix. That is disappointing to hear as we feel that Redtail doesn't care for their clients, even though our rep said they did. If they cared about their clients, they would offer a discount for their product's inadequacy…

    3 votes
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  7. 1 vote
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  8. By being able to print what you see on the calendar with no changes being added.

    Please do not include linked contact at the beginning of a template being used on calendar. What we put & see on the schedule should be what is printed. Also, it only adds the contact name at the beginning if there is just one. If multiple contacts are listed, nothing is put there, only making the printout more inconsistent. We add the client name to the subject line so that it appears on the schedule when we look at it. Otherwise you have to hover over each appointment during the day to see the name of the client coming in. …

    4 votes
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  9. Better Details When Hovering On Activity On Calendar

    I was looking at what additional information showed up when you hover over an activity and the only new info was the attendee. For most people they only see their own calendars so that was obvious. It'd be more helpful if we could see the activity description when we hover as well as the activity type (in case we haven't memorized what each color means) and category.

    5 votes
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  10. Multi calendar option

    I am writing because I work for 3 advisors and I'd like to make a suggestion. Do you think it would ever be possible to be able to have multiple calendar views at a time? Being that I work for 3 separate advisors, it would be nice if I could open a calendar tab per advisor as to better manage their schedules. Currently when ever you open a new tab the calendar automatically syncs to one view and you have to keep changing advisor per need. It would be nice to be able to have multiple calendars at once.

    9 votes
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  11. Automated Scheduler Integration for Calendar

    The Calendar Needs to be compatable with an Automated Scheduler Application like Calendly.

    This would save a lot of time and allow clients and prospects to book themselves, be sent Zoom Invites Automatically with their confirmation and also be sent meeting reminders.

    3 votes
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  12. Calendar Activity with Built in Travel Time

    Travel Time button in a task. When you click it, you input how much travel time you need so when you make an offsite appointment, the travel time is part of your calendar appointment. This way you don't have to create 2 additional task for the before and after appointment.

    3 votes
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  13. Reverse Mistakes made in Calendar

    It's easy make a mistake when doing a bulk reschedule. I did and couldn't get the mistake reversed after calling in to redtail because it takes a long time, probably a week or so, to request a backup. This should be able to be done right away with a call. It's simply reversing the calendar to what it was an hour ago or a day ago

    1 vote
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  14. Checkbox within the Appointment Task for “Appointment Confirmed” & include By User

    It would be nice if there was a checkbox within the Appointment Task for “Appointment Confirmed” & include By: and Date Confirmed.
    Maybe: Appointment Confirmed on: (date) and (user dropdown)

    1 vote
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  15. Undo calendar item move or have movement history

    Currently in week view or day view on the calendar, an activity/task/appointment/etc can be moved with the mouse without having to go in and manually edit the item, this can be very convenient BUT if it is accidentally moved there is no way to know what the original time was. It would be great to have an undo move function, or a way to track the history of the previous time/date of the item.

    7 votes
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    1 comment  ·  Calendar  ·  Admin →
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  16. Adding color coding for advisors

    As of now, the color coding technology is in place for categorizing by activity type. I currently work as a registered assistant for 3 different advisors all integrated with Redtail. It would be great if I could color code my calendar by advisor also instead of just by activity type. When I see client meeting pop up I know what type of meeting it is by color but it would much more useful if I knew what advisor it was for instead. Thanks in advance!

    37 votes
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    3 comments  ·  Calendar  ·  Admin →
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  17. show workflow steps on calendar

    In addition to Workflow Target Date and individual tasks, it is also helpful to see Workflow steps on calendar.

    1 vote
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  18. Set Activity Availability on Calendar

    This is primarily for purposes for integrating the Redtail calendar with scheduling apps like Calendly.

    It would be nice to be able to set the "Availability" for activities as Free, Tentative, or Busy like Outlook has with their "Show As" option.

    Currently, any Tasks or other activity types that sync between Redtail and Outlook show up as Busy in Outlook and need to be manually changed to Free if it's meant to be a reminder or something that can be moved around, otherwise it makes that time spot unavailable for Calendly scheduling.

    6 votes
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  19. Create option to "freeze" the 'all day' row

    Please add the ability to "Freeze" the "all day" row in the calendar so that it holds at the top of the calendar even when scrolling to later times in the day. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!

    6 votes
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  20. Create option to "freeze" the 'all day' row

    Please add the ability to "Freeze" the "all day" row in the calendar. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!

    6 votes
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