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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Add the ability to add Zoom meetings and ical meeting info into the CRM calendar
It would be nice if we did not have to manually add Zoom meetings or other meetings that come via ical (ICS file) stuff directly into the CRM calendar. Right now it is a long process of copy and paste and saving the meeting emails in Zimbra so you can have the live links necessary wheb the meeting time comes along.
11 votes -
Calendar should save filter changes from login to login. Need default filters on calendar
You should be able to save default filters for the calendar.
10 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 attendees
Would like the option of having two categories listed for meeting attendees - required attendees and optional attendees.
10 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 Scheduling
I noticed that when customizing repeat events, there used to be an option to make an event for the "Last" day of that week. Now, there is only the option to make an event land on the "Fifth" day of that week. Not every month has 5 weeks. Could we add back on the "Last" day feature??
10 votes -
reoccuring calendar items, not showing subject line
Seems with the most recent update the subject line isn't showing in the calendar view - even when the activity is 1+ hr
10 votes -
Allow Calendar Color Assignment for Private Activities
Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).
We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?
Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.
Lastly, if an activity is private from the creator's…
10 votes -
Tag out of office meetings/appointments
Create a field under activity details to mark a meeting as "Out of office" so staff knows the meeting is not in the office.
10 votes -
Private Activity Indicator
If an activity is private from the creator's point of view, include a special private activity icon, similar to Outlook.
9 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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Would be great if monthly calendar view could scroll from month to month
Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc
9 votes -
Automated Scheduler Integration for Calendar
The Calendar Needs to be compatable with an Automated Scheduler Application like Calendly.
This would save a lot of time and allow clients and prospects to book themselves, be sent Zoom Invites Automatically with their confirmation and also be sent meeting reminders.
9 votes -
Retreiver Cloud Activities Sync Default
I have some people in my office that prefer that Tasks do not sync to their google calendar (seems to clog up their calendar) but currently that is the default selection and cannot be un selected.
9 votes -
Keep default settings in Calendar for Users and Types
After clearing cache and cookies for Google browser, the Users and Types reverts back to "All," despite that I only use certain of those.
Keep those setting defaults to the ones I've chosen so I'm not having to reselect all of those each time browser settings are cleared.9 votes -
Send client name via iCal sync.
The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.
8 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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Give the Calendar - "Today's Date" Indication More Visibility
In Month view, and the current system makes this difficult to view today instantly. It would be beneficial to add a more visible item such a different color for the date/number or a colored border (perhaps a choice in preferences).
8 votes -
Calendar User Display
I'd like to be able to view MY All Day Activities at the top of the calendar while simultaneously viewing ALL Users scheduled activities.
I don't need to see everyone else's All Day events BUT I do need to see everyone's scheduled meetings. I'm constantly having to toggle between viewing Only Myself & Everyone.
Please make the viewing preferences independent of each other. All Day vs Scheduled calendar views.
7 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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Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste
Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
Also, there should be a search feature7 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
Color code calendar events
7 votes -
Calendar Event Color Option for all Users
At our office we have one financial advisor but multiple people making appointments for that advisor at any given time so we all share the same event colors. Being that we have twenty events/colors we use, it would be so much more convenient if we could have a default option to make the colors the same colors for all users rather than manually selecting colors for each user, especially when we add a new user.
7 votes -
Retreiver cloud edit to settings
It would be very nice to have a way to edit your retriever cloud settings without having to de link retriever cloud. De linking and re linking creates an entirely new sub calendar in Google calendars and then all events have to be imported or readded and if you are sharing this calendar all new sharing has to be established
7 votes -
manage activity pop-ups
You recently changed the calendar screen - if you linger over and activity for the slightest hesitation, a window pops up showing more activity information and frankly, it is usually in my way and now I have to move my curser off that activity entry for a couple seconds for the pop-up to go away so I can continue with my work. VERY ANNOYING. If I need more info on an activity, I know how to double-click to drill down into the activity. I shouldn't have to worry so much about where my cursor is to avoid these annoying interruptions!…
7 votes
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