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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200 results found
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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 -
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 -
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 -
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 -
Shade All Day Events on Calendar
When an All Day event is created, such as being out for vacation or at a conference, it would be nice to see that day shaded in a semi-transparent color, similar to what Outlook does. It makes scheduling easier, rather than having to look at the top section of the calendar (which is generally used for birthday reminders).
6 votes -
custom dates in Action area
I would like the custom dates to be fillable.... not toggle on the calendar to set. We set ours from 2014-2035 to be sure we can view all upcoming and past actions in case we have an action we missed.
clicking through month by month to set parameters is time consuming.
1 vote -
calendar layout
Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!
2 votes -
Avoid repeat reminders from falling on a weekend.
It would be nice if repeat reminders would avoid falling on a weekend. For instance, I have a client who transfers $2800 monthly to an investment account on the 6th of every month. So I set up a reminder on the 7th to invest her money. Some months the 7th falls on a weekend when the market is closed, and I have to manually set a new reminder for Monday. It would be nice if this reminder would automatically push to the following Monday if it fell on a weekend.
35 votes -
In an appointment there should be a hyperlink for the phone number so you can just hit it and it will dial. Other calendars have it.
In all of the other calendars we have used, when you add a phone number to the appointment, you can just click on it and it will dial.
1 vote -
Quarterly Reoccurrence Dates
We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.
2 votes -
send calendar to clients to book appointments
It would be nice to be able to send clients a link to our calendar so they can easily book appointments to eliminate all of the back and forth.
53 votes -
Calendly Integration
I feel like a broken record asking for this but how is there not an integration with Calendly yet? We run our entire calendar through Redtail but we are on the verge of switching to Outlook simply because they have a native integration with Calendly. This would save our team time, money, and resources. There has been "internal discussion" at Redtail about this for some time now but never once have we received a substantive update or any progress. Is there any timeline for this integration? Thank you for your consideration!
38 votes -
setting calendar colors by employee
One calendar is used for 10 employees - would be helpful if we had an option to set colors by employee vs categories etc.
29 votes -
We are new to Redtail but would greatly appreciate a Calendly integration
We definitely need a Calendly integration for our practice
29 votes -
Calendar Keyword Filter
It'd be helpful to be able to filter the calendar for clients with a specific keyword. For example, our office meets with around 30 households/week. We track our RMD clients through a Keyword. It'd be great to be able to filter the calendar and quickly capture which clients we need to prepare RMD summaries for, rather than manually going into every contact and checking for keywords.
14 votes -
allow daily calendar to print like it used to without the Filter events box printing at the top
When you print the daily calendar, it prints the filter events box at the top - it didn't used to do that -
fix it please!14 votes -
Would be great if monthly calendar view could scroll from month to month
Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc
9 votes -
Show number of items (#) on the calendar for each day
It would be nice to be able to add a display of the number of items on the calendar for each day. The visual can help with motivation!!
3 votes -
Color
Color code calendar events
7 votes -
Calendar Integration with Calendly
Currently we have to work around 4 different google calendars to get the Calendly feature for scheduling. With the world shifting to digital, is there a possibility of RT integrating with Calendly so our office can have a scheduling system off our 1 CRM calendar?
50 votes
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