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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Cloud Retriever - auto link contact from appointment generated in an outside calendar
I use an online calendar (ScheduleOnce) so that my clients can book appointments at their convenience. They can choose between a phone call or in office appointment. They are prompted to enter their name and email address before the appointment hits my calendar.
Currently, that appointment appears in my google calendar. Using the cloud retriever, this now shows up as an activity on my RedTail calendar. This part works seamlessly.
The issue is, the end user (my client who originates the appointment) doesn't appear in the RedTail activity as a "Linked Contact." The email address that is used to originate…
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Color code Appointments by Servicing Advisor
It would be great if administrators could opt-in to having the system color code appointment activities on the calendar by servicing advisor.
29 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
131 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Scheduling
When scheduling an appointment in the Redtail calendar, in the Create Activity box, please add a reminder option (advance notice option) and a 'no' attendee option and ample notes section so that scheduling is more functional like the Outlook calendar.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Right Click on Calendar Activities to Open them in a new Tab
When viewing the calendar in day or week view, it would be great to be able to right click on a specific appointment and open that Activity in a new tab. This way we can keep the calendar view up and uninterrupted, but also be able to view the details of the activity by simply taking us a to a new tab.
67 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Toggle feature to lock/unlock appointments on calendar
For those of us with touch screens it can be too easy to accidentally move an appointment and not even realize it. It would be nice to have a feature in the "preferences" section that allows users to lock appointments in place that can be enabled/disabled at any time.
33 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Calendar items deleted in Outlook should be deleted in Redtail (optional)
We have a team approach to client service and multiple people doing calendaring for others. Outlook is the primary place this calendaring happens, because not all of these people need redatil access and Outlook 365 is ingrained in everyones current workflow. We need items to be deleted from the redtail calendar when they are deleted from outlook. I realize some folks may not want that functionality, but it needs to be an option that can be turned on for those of us who do want it.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Nickname to display in redtail calendar for activities and appointments etc in lieu of proper name
Nickname to display in redtail calendar for activities and appointments etc in lieu of proper name
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Be able to Assign colors on the Calendar by Name of the person completing task
Color code the calendar by being able to assign a color to each person in the office. That way when you are looking at the calendar each person has their own color for their own task
41 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Please have the calendar scroll to the next month, not just navigate by arrow
Calendar scroll to the next month
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customization of Holidays
I see Redtail just added the new Holidays functionality to the calendar.
I good start, but it's still weak.Each December, I add all the holidays for the next year to our calendar.
If there was a way to manually added “our” holidays to the ones you have in there (and possibly remove some of “your” holidays that we don’t want) that would be a good enhancement.
39 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customize the back ground of Each Days Focus / Free / & Buffer (Color System)
Being able to customize the Days of the weeks with Colors. So We Use Buffer Days (Blue), Focus Days (yellow), & Free Days (Purple). So this tell me that Okay Monday & Fridays are Buffer days which will be a light shaded Light blue thats for planning ect. (so New Employees know Hey this is blue or whatever color I can't set apts. here)!
Well Tuesday - Thursday we decide to have them Focus Days so they can be shaded Yellow. This tells the admin. in the office that is working Anther Advisors Calendar that you can place Apt. on…
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Remote Scheduling
Can there be a feature implemented into the software that allows clients to remotely schedule with the open times available on Redtail calendar
46 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow recurring events to SKIP over NYSE and national holidays - show holidays
- Put NYSE (market holidays) and U.S. observed holidays on calendar
- Allow recurring events to SKIP over NYSE and national holidays and pick the next working day.
- Allow for a warning if an appointment or other is scheduled on a holiday
33 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Thanks for adding Federal Holidays to the Calendar. However...
Please give us the option of where the holiday displays on the calendar. Currently it is in the All Day activity section which is typically crowded with our other task items. It would be nice to at least have the OPTION of having the holiday displayed on the timed calendar section. Maybe just a little banner between the all day activities and the timed section? Or you could even lightly color the whole day (maybe a light grey?) like you currently do for "today" in yellow.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Appointment Scheduling Software
Appointment scheduling software - it would be ideal to have this system in place or if there was another software that could be compatible.
61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Calendar should save filter changes from login to login. Need default filters on calendar
You should be able to save default filters for the calendar.
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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seeing selected people in separate columns on the calendar day view.
On the day view of the calendar, seeing the selected people in separated columns, when you have an office with many meeting rooms and people taking appts it would be extremely helpful.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Birthday calendar reminder on individual user calendar
There needs to a feature that allows a birthday reminder to appear on certain user calendars. This allows for offices with one database to assign birthday client reminders to different teams
47 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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auto complete calendar activities
Option when adding a calendar activity for it to auto-complete once that activity ends i.e. for meetings, appointments, events.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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