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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Avoid repeat reminders from falling on a weekend.
It would be nice if repeat reminders would avoid falling on a weekend. For instance, I have a client who transfers $2800 monthly to an investment account on the 6th of every month. So I set up a reminder on the 7th to invest her money. Some months the 7th falls on a weekend when the market is closed, and I have to manually set a new reminder for Monday. It would be nice if this reminder would automatically push to the following Monday if it fell on a weekend.
35 votes -
Can you add nicknames on calendar?
We have several clients that are Jr. and Sr. and they go by different names. It would be nice that on the calendar it will show nicknames.
33 votes -
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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When entering a Social Security Number, the field auto populates the dashes. Can this feature be added to all date fields?
When entering a Social Security Number, the field auto populates the dashes. When entering a date, we are required to enter the "/" or "-" or the field defaults to the current date.
33 votesThe suggestion may be planned, but there is no timeline on this feature being added.
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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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!
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Color coding for Employees/Advisors
We are needing a way to color code per our advisors/employees, not just for different activities. Is anything planned for this??
32 votes -
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!
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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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Integrate Third Party Calendars into the Redtail Calendar
It would be wonderful to be able to add iCal and Google calendars INTO the Redtail calendar. I can sync a Redtail calendar to google and see it along side other calendars. I can do the same with Outlook. However, only I can see those integrations in those apps. I would like my team to be able to see my full calendar, not just what is visible in Redtail.
Currently I have to manually add third party calendar events from other organizations and family to Redtail, duplicating everything. There is an "add iCal" option, but it apparently only works if…
30 votes -
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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It would be most helpful to be able to color code appointments by who's appointment is noted (who, meaning person in our office).
I make appointments for several people in our office. It would be helpful if they could be color coded so at a glance I could pick out who's appointment is whose.
30 votes -
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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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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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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Send invite to contact when scheduling an appointment
Most programs today allow you to send in invite to the contact you have schedule some type of appointment with to add it to their calendar and accept or decline it. Why doesn't Redtail do this?
29 votes -
setting calendar colors by employee
One calendar is used for 10 employees - would be helpful if we had an option to set colors by employee vs categories etc.
29 votes -
We are new to Redtail but would greatly appreciate a Calendly integration
We definitely need a Calendly integration for our practice
29 votes -
Full Integration with Schedule Once
Integrate ScheduleOnce with Redtail calendar.
29 votes -
teams
Sync redtail calendar to Microsoft Teams- similar to how it can sync to outlook
29 votes
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