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.
312 results found
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Calendar landing page timeline view
When I change the calendar view timeline, to a different week or month, then leave the calendar to view a client or something different in RedTail, I would like to come back to the current date view when I return to the calendar. Not where I had left the calendar timeline view when I previously on the calendar. i.e.; If I am in the current month view of July, change the calendar to September, then leave the calendar and when I return, I would like to return to original month view of July, not September.
8 votes -
Calendar View - Show Names Again
Please change back the calendar view so you can see the contact names not just a number of contacts linked to the task. When you have to hoover over each task to see which client it is associated with is very time consuming. Also, if you have multiple tasks for one contact seeing the names is much more efficient than moving from client to client just to come back to the first one.
55 votes -
Make it an option on calendar to change it from saying "Two Clients" to the clients name
Make it an option in preferences to change the way the client pops up in calendar. Right now if there is more than one person it shows up as " Two Clients", "Three Clients" etc. It would be much more convenient if the contacts name popped up automatically without having to hover over it, just how it was before the new update.
36 votes -
please put names back and remove icon for multiple client names
Please add names back instead of icon when listing multiple clients. We like seeing our client names instead of having to click them. When printing out calendars, it makes us have to take more steps!
45 votes -
Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement
The recent update last week provided a new "feature". I'm a financial professional. I like a quick look to see who I have coming up for an appointment or activity. I do NOT want to have to hover over a calendar item to see a list of names. I want to see their names listed for a quick glance WITHOUT having to hover. I want the option to turn of the new "feature" you've added that consolidates the names. Instead of showing me the individual names, if there are multiple people, it now lists "2 contacts". I was told that…
49 votes -
view contacts on calendar
We use to be able to see who the contacts were just by looking at the calendar. Today I came in and if we have multiple contacts we have to hover over or click into the activity to see who the appointment is with. Making this change from see the names (husband and wife) to now seeing "multiple contacts" is not useful to our office. Any time you have to grab your mouse to click or hover just slows down productivity. Thanks for at least looking at this suggestion.
50 votes -
Seeing ALL contacts per Activity instead of Hiding them
Please bring back the option to (at a glance) see ALL contacts listed for an activity on the calendar view instead of needing to hover over...this NEGATIVELY impacts our day-to-day not being able to see all contacts listed on an activity appt. and there should be the option to turn this new update that hides contacts off. Please fix this ASAP and give the option to toggle off.
49 votes -
In the Calendar, show Contact Names in task when there are 2 linked Contacts
Our office is not a fan of the change you just made to the Calendar of removing the Contact Names within a task if more than one Contact is linked to the task. It just shows the words "2 Contacts." We want to be able to see the Client Names in every task that we create, especially for appointments. I called Redtail Support to have this new feature turned off and set back to showing the Contact Names and was told you are unable to do that. PLEASE allow the ability to choose to have the Contact Names show. Thank…
53 votes -
calendar
Show attendees in the meetings/activities in the calendar entry without having to hover over the calendar entry.
23 votes -
Seeing more than one client on Tasks
The update that shows a person symbol for more than one client is not helpful. Please revert back to where you can visually see the clients
22 votes -
Reverse New Feature - # contact not contact names listed on Calendar view
The new update that now shows how many contacts when more than 1 in the calendar instead of the contact names. This is a time suck to not just be able to pull up the calendar and see who you are all meeting with. Now you need to hover if there is more than 1 person - which how we run our Redtail is VERY often as we link husband and wife to appointments that show on our calendar!
22 votes -
newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"
The newest update for July 2024 changed how you view and print the calendar. We want to be able to look at quick glance who is scheduled for an appointment. We also print a calendar daily and now have to manually type the clients names to be able to view who the appointment is with. Please change back or allow users to choose how they want to view the calendar.
16 votes -
Calendar-2 contacts
New Enhancement- Our office employees do not like the new enhancement on the calendar where an activity only shows 2 contacts and not the names. Yes, I know you can hover over it to see the names, but no one likes that. Plus, we print our calendars out often and can't see the names if there are two contacts. Please change back or offer the option to choose between either format.
27 votes -
Make task where you can arrange them manually.
I would like to be able to arrange my task manually. Like if I want certain ones at the top I can move them there. That way my workflow is specific to how I want it to look for the day instead of them just being in a random order.
9 votes -
Drag and drop
It would be very useful to be able to drag and drop Workflow tasks to another date rather than having to open them to re-assign the date.
7 votes -
Add "Next 7 Days" Icon Next to the "Day" "Week" and "Month" Icons on Calendar View
Add "Next 7 Days" Icon Next to icons "Day" "Week" and "Month" on Calendar View. On Thursday, I am not really in need of see what I did on Monday.
3 votes -
Automated Scheduling in Redtail
Create & integrate an automated scheduling system within Redtail just like ScheduleOnce etc. which allows clients to schedule appointments themselves via a link we send to them. As well as automated confirmation and reminder emails and/or texts. Instead of connecting Redtail to an outside automated scheduling system, have those capabilities within Redtail. That would be so helpful to have everything in one place!
1 vote -
Add a Category of OUT
Program the OUT category to have a Conflict message that pops up if someone tries to assign a task, call or appointment to the individual on a day they are marked Out. Currently there is nothing to catch it if someone assigns a follow-up item from Notes and they're not looking at the calendar to see that the person has themselves blocked out. (With the category option of OUT, you could still list a description like Vacation or whatever details the person wanted.)
6 votes -
Calendar appointment location field
It would be great, when adding an appointment in the calendar and the clients name is included in the appointment, when clicking on the "Location" data field, all addresses associated to the clients profile are listed in the dropdown to select for adding to location.
1 vote -
Client View
It would be great if there is a toggle on the calendar to switch on Client View. This way we can look at the calendar with a client to schedule a meeting without other client information showing. Client View would hide the linked client names and other identifying information, just showing blocked out times for already scheduled meetings.
3 votes
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