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.
1673 results found
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Workflow template for learning Redtail
Providing ideal video sequence and exercises between videos.
1 vote -
Default "today" in Calendar (all views)
Can you please make "today's date" the default view whether we select to view by day, week, or month. Rarely, when I click "Calendar" on the left hand side menu options does it direct to "today's date". This should be a simply programming oversight but it's been like that for years. Please fix.
1 vote -
color coding user
The new color-coding feature for the users on the calendar is causing confusion. Employees have the same initials. We realize you can change the colors, but then you have to memorize the colors. We have a ton of users. Perhaps add middle initials.
3 votes -
option to create activities for certain users that will only show on their calendars
option to create activities for certain users that will only show on their calendars so everyone else does not have to see their activities. This is different than the selecting to only see certain users on the calendar.
3 votes -
Post a warning when adding additional team members to a chat room that the action cannot be reversed. Also insert a confirmation screen.
When accidentally adding a team member to a chat room it is impossible to remove the member again.
3 votes -
calendar print out
Please, please, please bring back the old print calendar that prints the whole day with all time blocks, instead of the new condensed version that stacks all activities on top of each other. We use this calendar as a day view & want to be able to manually update throughout the day.
3 votes -
Format Size of daily calendar boxes
Please integrate an option to have the calendar view return to the prior format in regards to the box size for the daily appointments/tasks. The circle with advisor initials is wasted space and causes the box to the double in size, making my daily calendar almost impossible to navigate. HELP!
1 vote -
calender
When printing the calendar the assignee of an appt or action that shows ups on the desk top in a colored circle DOESN'T show when printed. We would like it to show on a printed calendar as it does on when the calendar is open on the desktop. This would help all of staff to know who's task is who's.
Also, the lines and space when there is a gab in time between appt's on the calendar disappeared during the recent update. There used
to be space and lines in between contacts on the calendar showing an empty space in…1 vote -
Print Calendar
Leaving the calendar printable like before, where it showed the calendar as is, allowing us to fill in the space. Just like it was before.
3 votes -
I like the way that buttons with a user’s first and last initials were added to activities in the Calendar. It would be great to also have t
I like the way that buttons with a user’s first and last initials were added to activities in the Calendar. It would be great to also have those buttons on tasks (ie, the initials of the assignee).
3 votes -
color difference in reviews completed
Would be helpful to have a color difference on your calendar for Reviews you completed vs ones that are "due"/reminder date. Having them the same color does not help at all with which ones just got completed vs which ones need to be completed.
3 votes -
Attendee Colored Dots on Calendar as a Preference Option
Please Allow us Users to have the new roll out of the Attendee Dots on the calendar as a Preference Option. Even while being able to change the colors, it is still very over-stimulating, and harsh on the eyes for many. For folks that also suffer from anxiety, this is extremely hard.
Thanks!!3 votes -
can you make it an option to have such a large block showing an event on the calendar. If I have 6 apts that day, it takes up the whole page
make the latest update an option. It now takes up too much space, a full day of apts,, I have to scroll up and down to see one day. Cannot do a snapshot of the week, or month now because of the scrolling.
Go back to the way it was,This is terrible for a user1 vote -
Showing "Versions" of notes
I understand why notes cannot be deleted, but when there is a typo or a bit of information is entered in incorrectly, rather than just adding a comment, it would be nice to edit/fix the note, but still leave the original. Like having the ability for a note to have multiple versions that are all viewable at any time, but the most recent being the one viewed from the "latest notes".
3 votes -
calendar arrows
Please put the arrows for advancing a day (week, month) or going back a day (week, month) next to the Today tab.
3 votes -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…3 votes -
Initial bubbles
Please remove the initial bubbles/icons. We color code each user, so we have no need for these bubbles. The problem with the bubbles is they make the all-day section of the calendar exceedingly long, so you have to scroll excessively to get to the appointment calendar.
3 votes -
MOVE CHAT BUTTON
we should move the instant chat button to the bottom left corner of the screen, instead of the right. It's constantly in the way when looking at account values and especially the total of accounts at the bottom of the page.
3 votes -
Disable the Attendee dots
Hello. This new feature takes up a lot of room on the calendar. I am the only internal attendee for most of my events. It would be nice to be able to disable the attendee dots.
3 votes -
Calendar - View by Month
Reduce the size of each scheduled activity showing on the calendar.
The recent enhancement significantly increased the size of each activity block, making it more difficult to view one month without much scrolling.1 vote
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