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!
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200 results found
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28 votes
Redtail’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 clients to schedule their own appointments in crm
Create a simple link or other type of access for a client to be able to schedule their own appointments on the CRM calendar (and the ability for the user to restrict certain aspects, like date/time range, that is available to the client)
28 votes -
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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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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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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Multi calendar option
I am writing because I work for 3 advisors and I'd like to make a suggestion. Do you think it would ever be possible to be able to have multiple calendar views at a time? Being that I work for 3 separate advisors, it would be nice if I could open a calendar tab per advisor as to better manage their schedules. Currently when ever you open a new tab the calendar automatically syncs to one view and you have to keep changing advisor per need. It would be nice to be able to have multiple calendars at once.
27 votes -
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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calendar color coding each calendar user
Have a different color for each calendar user - For example - my supervisor and I share calendars - to know which calendar items are mine and which are hers - would be nice if we could use a different color to distinguish between the two. Also, can the color be changed for each task/appointment without changing the color of the entire calendar?
24 votes -
bubble stays open too long on calendar when hover over subject
The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.
24 votes -
Ability to create "Users" for scheduling purposes only.
We have had to create full Users in Redtail for blocking off our conference rooms for appointments, an employee "out of office" time block, etc. and it would be beneficial to be able to have these Users that aren't actually "Users" or have their own logins. We have over 90 "Users" in our database and some of these are only for scheduling purposes and shouldn't have to be added to our billed number of Users (I believe the monthly price increases every 30+ Users).
24 votes -
calendar
Add a feature to hover over the event on the calendar to then "Save & Complete", "Delete", etc. so you don't have to click into the event to do that.
24 votes -
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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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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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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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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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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Month view on the calendar, would be great if the month view defaulted using the current week.
When choosing month view have the calendar default to the current week so in the middle to end of the month you do not have to scroll through the current week is always the default.
20 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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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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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 -
20 votes
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