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.
69 results found
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Calendar - Block users from deleting activities that were created by other users
Whether by mistake or otherwise, there should be a control in place that blocks users from deleting an activity unless created by that user. We had an instance this morning that as someone was adding notes to an appointment, they deleted the entire meeting and didn't realize they deleted it. This could cause major issues if an appointment disappears and clients walk in. Thank you!
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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Linking documents to calendar events
Ability to link specific documents to calendar events/tasks.
Ability to link additional Notes from the client profile(s) to calendar events/tasks that are relevant.If a calendar event is not created FROM the Notes pages at the time the Note is added to the client profile, there seems to be no way to link specific notes to the calendar event once the note has been saved.
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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Carry over activities from previous days to next day so we dont lose if we forget to look back
Any uncompleted activities need to automatically keep carrying over to the next day until they are completed. I lose so many as I forget to go back at previous days and look.
35 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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Could we allow clients/prospects to schedule appts directly from our company's website
Desire to be able to set parameters, and then allow clients/prospects to schedule appts directly from our company website to our Redtail Calendar.
58 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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Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it w
Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it would be nice to have events entered into one calendar show up on the other. As part of this, Retriever for outlook only syncs with the database that I am in and not the switch in user database. I work with two advisors who have redtail, and I know many people who do, so it would help quite a bit to have this capability.
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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Create Calendar Event Options - Attendees and Notes
Could you create/add a drop down box to add additional attendees and a note section when you create an event? It would be much easier to do this from the start, instead of have to save and edit to add these items.
20 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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Private Activity Indicator
If an activity is private from the creator's point of view, include a special private activity icon, similar to Outlook.
9 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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Make the full name including suffix show on the calendar.
Make the full name including suffix show on the calendar.
120 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 users to select office hours or availability on the calendar.
Please come up with a way for users to add their availability to the calendar.
Some advisors and staff have consistent, but unusual hours (i.e. in the office MWF afternoons and Tuesday mornings). Others have consistently inconsistent hours. Allowing users to add their office hours/availability to the calendar would help, especially with scheduling.
Currently, activities seem to be the best option, but have to be completed or begin to clutter the activity list. My suggestion is to show availability as a vertical bar along the side of a day, color-coded by user. Entering the availability could work just like scheduling…
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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Apply different time zones to different events in Calendar
When creating/editing events in the Calendar, we should be able to enter a time zone for that specific event, so that it adapts to each time zone. Very difficult to schedule events that do not occur in the same time zone as they were created.
78 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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activity scroll
When we open an activity in calendar view please give us the option to scroll to the next or previous activity. Thank you.
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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Show whose database you're in..
Please add a feature that shows you which database you are in.
i.e. have the advisor's name on the top of the page to the right of the search contacts bar.
For those of us who need to switch back and forth a lot it's easy to forget which advisor's database you are in. Also if you could make it simpler to switch databases (like a one click switch instead of 3 clicks) that would also be much appreciated!
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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Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste
Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
Also, there should be a search feature7 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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Clients without a meeting scheduled
A report showing clients without an upcoming meeting scheduled would be helpful.
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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"Meeting Not Held" button to clear appointments on the calendar
It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…
56 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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Location on Calendar
The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!
76 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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Birthdays
When I choose to "Show Client birthdays" in Preferences I'd like to see only client birthdays not all of my vendors, centers of influence etc.
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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Default Calendar view
Be able to set Default User(s) Calendar. Currently everyone can see everyone's and you have to select that every time. Please make this automated feature available.
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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Filter indiviual advisor's client's birthday reminders.
On the calendar, add the ability to filter out a specific advisor's client's birthday reminders.
Ex: In the Richmond, VA office you could have a choice to just see the Richmond Advisor's client's birthday reminders on the calendar.
128 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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completed appointments
The default on a client record should not be that we have to complete tasks in order for us to see the correct next activity date. I never complete phone calls or client meetings. I want to be able to see them on the calendar without having to select "show completed". On a personal calendar you do not remove a completed appointment because it is done. You want to be able to easily go back and see when it was.
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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