Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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69 results found
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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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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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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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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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Currently we are unable to use the redtail calendar to send meeting requests as a function of the outlook calendar to recipients.
The goal would be to not need to send appointment requests through outlook directly in order to establish, confirm with participants, adjust time or day with other invitees the time, day, and location of an agreed upon appointment among two or more people. Currently we are unable to use the redtail calendar due to its limited ability to interact with outlook as changes occur
22 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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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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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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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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It would be very helpful if Red Tail had an automatic refresh.
I work with a client appointment calendar and unless I remember to refresh the calendar, I won't see cancellations or changes to our daily appointment schedule.
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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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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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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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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Allow Admin to choose which users can view other users calendar
We would like the capability to block users from seeing others calendars.
15 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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More Integration Options with Automated Meeting Reminder Platforms
Fully integrate with more than one platform for automated meeting reminders. Right now you only offer integration with Appointment Reminder. Appointment Reminder is not a great product and is very frustrating to work with. It would be great to have some options with better platforms (Apptoto for example)....
14 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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weekly view of calendar needs to show attendees, just like monthly view
weekly view of calendar needs to show attendees, just like monthly view.
without having to pull down info and overlap next appointment time.14 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 nice to actually view the different user's Calendar colors
when we choose our own individual Calendar colors, we use that to individualize because we compare our Calendar colors with another co-worker. So when we look at both Calendars, we need to see the 2 different colors, not have them look the same because that is our "view" from the color we chose for that activity
14 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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Retriever for tailwag working with Mac computers
It would be nice to sync my Outlook calendar on my MAC with my redtail calendar.
13 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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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!
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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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