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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Please give us more recurring scheduling options
I can set an activity to repeat on the first Monday (etc) of the month, but I cannot set it for the first (etc) day of the month. Very frustrating options, I go in circles frequently trying to decide how to set recurring activities to accomplish what I need to. Often I have to chose something that is less than perfect, knowing that each month when it comes up I will have to manually adjust it to be what I need, and hope I don't miss it before that happens.
19 votes -
Color code CRM calendar based on people and not activity type.
Be able to color code based on people. For instance, in our firm we have 5 people. It would be nice to have different colors assigned for each person on the CRM calendar that way we can correlate the color with the person. Right now we are able to color code based on activity type like (appointment, task, out of office, etc) but this way all 5 peoples appointments are the same color.
18 votes -
calendar
Suggestion- add a search feature into the calendar itself.
18 votes -
SYNC Calendar with Microsoft Exchange
Please sync the RT calendar with MICROSOFT EXCHANGE & CALENDLY. I was shocked after seeing that you only integrated the RedTail (RT) calendar with Microsoft 365, but not with Microsoft Exchange which I have to believe is the primary 'corporate' calendar many of us use. PLEASE, please link the RT calendar with Microsoft Exchange specifically. We would be so grateful!
18 votes -
Allow hyperlinks to be transferred from outlook calendar
Allow hyperlinks to be transferred to redtail when using retriever to link outlook calendar events
17 votes -
calendar background color for today's date
Darken background color for TODAY's DATE on Calendar to make it more prominent
17 votes -
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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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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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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I would like you to return my calendar view to the old way so that I can see the entire description of my task.
I would like you to return my calendar view to the old way so that I can see the entire description of my task.
16 votes -
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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Confirm appointments using different color
It would be nice to confirm appointments on the calendar and potentially right click them to say "Confirmed" and then it would turn the appointment to a different color to easily tell which appointments have been confirmed and which have yet to have responses.
Thank you.15 votes -
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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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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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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Change background color of current day on calendar.
When I open the calendar daily, I would like to see the current day bolded in the background of the calendar box.
14 votes -
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 -
Add 2 contacts to calendar event
It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.
I know you can add another after the fact, but that takes longer.
14 votes -
14 votes
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Calendar filter templates
Customizable filter templates for the calendar. For instance, a saved filter for 3 users, then another saved filter for 5 activity types. This would be great for admins that oversee a lot of users and need to switch back and forth. It's cumbersome to use the checkboxes every time.
14 votes
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