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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Retriever for Tailwag error notifications
Please add a visible error indicator in Retriever. Retriever for Tailwag needs to have error indicators. Autosync helps so we do not have to manually sync, however we can't tell if there is an issue.
We cannot keep manually checking the error log, or checking both Redtail and Outlook to make sure it is working.
3 votes -
Daily activities with option to not include weekends
Daily activities should have the option to exclude weekends. Please make this an option.
5 votes -
Have option to send calendar events invites to scheduled events with existing contacts
when scheduling an event with a client, or prospect that is in redtail, the meeting invite will be sent from redtail, including the notes on the event, location, and the things that google calendar would send. I have to go back to google calendar and recreate there, along with coping and pasting the client email. A time waster for sure.
2 votes -
Can you update the calendar options for recurring appointment to allow last "Monday" of the month?
I was trying to add an event on the calendar for our office being closed on Memorial Day. I wanted this to be a recurring event, like I do for most of our holidays. Memorial day is always the last Monday of May. Right now when you create this as a recurring event, you select custom and to repeat every 12 months, then the "Repeat on" options are "Monthly on day 31" or "Monthly on the fifth Monday". Neither of these will apply in this case. Can you add the option "Monthly on the Last Monday" or whatever day of…
13 votes -
Calendly Integration
I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?
43 votes -
Please give us more recurring scheduling options
I can set an activity to repeat on the first Monday (etc) of the month, but I cannot set it for the first (etc) day of the month. Very frustrating options, I go in circles frequently trying to decide how to set recurring activities to accomplish what I need to. Often I have to chose something that is less than perfect, knowing that each month when it comes up I will have to manually adjust it to be what I need, and hope I don't miss it before that happens.
19 votes -
bubble stays open too long on calendar when hover over subject
The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.
24 votes -
calendar background color for today's date
Darken background color for TODAY's DATE on Calendar to make it more prominent
17 votes -
Full Integration with Schedule Once
Integrate ScheduleOnce with Redtail calendar.
29 votes -
Activity Location
I know this has been previously suggested, but it is ridiculous that we have to open an activity to see it's location in calendar view. We have multiple users and cover multiple locations. Our Admin needs an easy way to see appointment locations on the multi user calendar view without having to open each appointment to find it. PLEASE address this!
5 votes -
select attendees
Please return the ability to select attendees for an activity with the keyboard. We used to be able to the arrow keys to highlight the attendee and hit enter to select attendee. Now it is greyed out and we MUST use a mouse. This is very inconvenient. Also, please STOP rearranging the order of the attendees upon selection,
3 votes -
Adding this new feature
You really should consider developing / adding a "SMS" feature to the CRM that is tied (as an option) to the calendar.
Once an appointment is placed on the calendar, there could be a box that reads something like, "Enable SMS". When clicked you could choose how often you want your (pre-personalized)text message to be sent that automatically includes the date & time scheduled. The message would then give the recipient the option to confirm, cancel, help or stop. This would take additional steps off what the Admins have to do in order to send / call with reminders to…7 votes -
Holiday's Observed On a Different Day than Falls On
Example: Workflows aren't skipping Monday, July 5th for the (observed) holiday - it would be super if the Calendar would adjust the Holiday 'day' to the one that it is observed on. Thanks, you guys! TeamRedTail-Rocks! Ty
6 votes -
right click on calendar to quick complete time block tasks.
I time block the areas I want to work on and it would be nice to just right click to quickly complete a task on my calendar.
7 votes -
Go back to showing client names instead of "client birthday" on full month view pdf printout
I'd love to go back to how the calendar PDF printout worked as of 3 weeks ago and how it had always printed since I started using CRM in 2019. It always displayed the full month view with actual client names.... now when you print it the pdf just says "client birthday" without real names. Not sure why this was changed and can no longer see names but it makes no sense to give users the option to print a full month calendar with no actual names on it. Please give me back my calendar with names for the first…
4 votes -
Calendar permissions
Outlook calendar syncing with Redtail allows users to see all other users calendar appointments. The only workaround I am aware of is to update the permissions on RT every single time you add something to Outlook (which is an extra step that will almost never be followed). Users should see their own calendar and nothing else. Especially in the case where there are multiple advisors with their own books of business. It would be a highly beneficial update if Admins were able to see all calendars, and advisor users could be restricted to see just their own entries. Thanks.
2 votes -
SYNC Calendar with Microsoft Exchange
Please sync the RT calendar with MICROSOFT EXCHANGE & CALENDLY. I was shocked after seeing that you only integrated the RedTail (RT) calendar with Microsoft 365, but not with Microsoft Exchange which I have to believe is the primary 'corporate' calendar many of us use. PLEASE, please link the RT calendar with Microsoft Exchange specifically. We would be so grateful!
18 votes -
When it comes to scheduling appointments, have the appt attendees default to who ever's calendar you are in
99% of the time it is a receptionist or other support staff scheduling appointments with our advisors/preparers. In our office we have 5 advisors who meet with our clients. When we go to schedule an appointment we pull up the clients specific advisors calendar to select the time slot for the appointment. Yet the meeting attendee defaults to whoever is making the appointment, not to the advisor (who's calendar you are actually viewing)
Could you possibly create a preference to default the attendee to the person who's calendar we are viewing at that time? this would be a much faster…7 votes -
Allow clients to schedule their own appointments in crm
Create a simple link or other type of access for a client to be able to schedule their own appointments on the CRM calendar (and the ability for the user to restrict certain aspects, like date/time range, that is available to the client)
28 votes -
Confirm appointments using different color
It would be nice to confirm appointments on the calendar and potentially right click them to say "Confirmed" and then it would turn the appointment to a different color to easily tell which appointments have been confirmed and which have yet to have responses.
Thank you.15 votes
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