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.
193 results found
-
Retreiver cloud edit to settings
It would be very nice to have a way to edit your retriever cloud settings without having to de link retriever cloud. De linking and re linking creates an entirely new sub calendar in Google calendars and then all events have to be imported or readded and if you are sharing this calendar all new sharing has to be established
7 votes -
Be able to lock scheduling on calendar to certain people in office
Would like to be able to lock scheduling things on the calendar out to certain employees. They can see the calendar, but cannot schedule.
1 vote -
Give the Calendar - "Today's Date" Indication More Visibility
In Month view, and the current system makes this difficult to view today instantly. It would be beneficial to add a more visible item such a different color for the date/number or a colored border (perhaps a choice in preferences).
8 votes -
Redtail Scheduling
Just like you guys have Redtail imaging it would be nice to have Redtail scheduling! An integration where clients can go to our websites, or we can send links out via email to schedule appointments. Either a phone call or in office appointment. Client can see set times and dates available and they pick what they want. They can even leave a note about what they want to talk about in their appointment. System would send out a reminder email to the client the day before. Client could also cancel from the reminder email with a reason. It would be…
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!
-
Calendar Feature / Settings / Option to View ONLY Select Activity Types or Categories of Other Users / Team Members
Please Add Feature to Calendar Settings, Wherein we have the Option to View ONLY Select Activity Types or Categories of Other Users / Team Members...
No one wants to Sort Through / have EVERY Calendar Activity of EVERYONE in the Office constantly Showing on their own Calendar.
**HOWEVER, They DO WANT TO (always) SEE / Know When Other Team Members Will Be OUT OF THE OFFICE on VACATION or (especially these days with COVID) WORKING REMOTELY.And they do Not want to constantly be switching their calendar back and forth to View / Not View others' Activities on their Calendar…
11 votes -
Retriever Cloud Sync - Contact Information In Description
It would be great if it also synced over the preferred phone number for the assigned contact. That way when the office schedules a call for me, I don't have to log in to know what number to call.
3 votes -
reoccuring calendar items, not showing subject line
Seems with the most recent update the subject line isn't showing in the calendar view - even when the activity is 1+ hr
10 votes -
Month view update
I schedule for others so I use the month view. I'd like to be able to see blocked times in that view similar to what is shown in the week view to avoid accident scheduling over time already blocked off.
Thank you!
1 vote -
Redtail is awesome. Pls consider adding a Zoom Meetting as a pull down option on the calender section. MO
Redtail is awesome. Pls consider adding a Zoom Meetting as a pull down option on the calender section. (Like Meeting ... Phone ... ) MO
20 votes -
Locking meetings in place
As we have accidentally moved meetings on the calendar, then had to go back and look through emails to see when it actually was, or worse, miss the meeting altogether, I think it would be a great idea to have the meetings lock in place (and also unlock if it needs to be moved or deleted), so that it cannot be accidentally moved once it's on the calendar. Lock/unlock, just to keep meeting from moving, not from allowing other's to lock/unlock and edit meeting if need be. Thank you.
1 vote -
Email confirmation of webinar registration link to RT calendar
When I register for a webinar or meeting and the system sends an email confirmation it offers links to add it to outlook or google calendar but not the Red Tail calendar. It seems logical that it should.
1 vote -
Calendar Scheduling
I noticed that when customizing repeat events, there used to be an option to make an event for the "Last" day of that week. Now, there is only the option to make an event land on the "Fifth" day of that week. Not every month has 5 weeks. Could we add back on the "Last" day feature??
10 votes -
1 vote
-
Calendy type of feature for client to easily get on our calendar for a digital meeting
With all the digital meetings now we need clients to be able to setup a meeting by choosing 15 minute or 30 minute openings in our calendars similar to a technology called Calendy. I dont' want to have to add another technology if it can be added into Redtail
14 votes -
Would like a Retriever Cloud option to choose whether or not to have attendees and linked contacts in the body of the Activity
When using Calendly or adding an activity to Outlook that includes an invitee, an extra Outlook notification is sent to the invitee after Retriever Cloud adds in the linked contacts and attendees to the body of the activity. Would like to avoid this extra email by disabling those items from being added to the body.
6 votes -
Meeting top level description cut off with update 8/2020
with new update the description of action gets cut off on Calendar view. offer a WRAP feature to list FULL description of action on the calendar. the AUGUST 2020 update removed this and added ...
6 votes -
Mobile app - add ability to see only appointments
Right now on the mobile app, I'm only able to select which users appear on my calendar. It then shows all tasks and appointments on the calendar. Please add a feature where I can choose to only see appointments on my calendar for the selected users, like I can do on the desktop version. Thanks!
3 votes -
birthday
Please, please allow the client's birthday to sync from RT calendar to outlook via retriever for tailwag 1.3.8.
Most of my work is from my phone especially early in the day when i want to make a birthday call. As of now it will not sync to my outlook calendar and would be SO appreciated3 votes -
Outlook and RedTail Calendar Integration
I would like meetings I create in Outlook to also automatically create a meeting in my RedTail calendar.
63 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!
-
Ability to change color for different priorities for tasks
When entering tasks, it would be great to change the colors for different Priority numbers, especially 1 versus others.
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!
- Don't see your idea?