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
-
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!
-
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!
-
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!
-
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!
-
Calendly integration--prevent tasks created in Redtail from synching with Google calendar
Calendly integration is GENIUS, however, a key issue with Redtail’s Calendly integration is that Redtail activities categorized as "Task" flow to the Google calendar and appear as a calendar event. NO tasks should flow to Google; Google should be a pass-thru only from Calendly to Redtail’s calendar.
Our business requirement: a solution where clients and prospects can see our calendar availability and schedule/re-schedule their own meetings with us; this is a very high business value to achieving internal efficiencies for our practice and for the client in being self-enabled and increasing their convenience.
User scenario: Most Redtail users, I would…
40 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!
-
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!
-
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!
-
Calendar reminder function
Calendar entries should have an option to alert multiple ways the user. For instance, a 15-minute alert before a phone call or other task. Important here is there needs to be MULTIPLE ways to alert. The alarm bell in the browser is woefully inadequate. An email reminder would be great, as email notifications get more attention by default. Or some other kind of prominent alarm (that must be dismissed, so harder to miss).
Another example is a infrequent, recurring event, that might be missed on the calendar if traveling. Again, an email reminder of the recurring task would be a…37 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!
-
Team attendees for calendar event
Would like to be able to create a team of attendees for a scheduled event instead of having to list all users in our office.
36 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!
-
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!
-
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!
-
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!
-
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
32 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 scroll
In month view I prefer to have the current week near the top so I can see last week and the next few weeks. Near the end of the month I can't see what's coming up. Thanks
32 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!
-
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!
-
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!
-
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!
-
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!
-
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!
-
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!
- Don't see your idea?