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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Our current situation: We are a smaller company with two offices and 2-3 employees in each office. We all view the same calendar but have c
Our current situation:
We are a smaller company with two offices and 2-3 employees in each office. We all view the same calendar but have chosen our own colors to mark our appointments, tasks, etc.Problem:
We would like to have all of our calendars automatically use the same colors when creating an appointment, task, etc. without having each employee manually input the # code for the color.Example:
I create an appointment for tomorrow where another employee will have to attend. I create the appointment and tag the employee. On my computer its blue but for the other employee…1 vote -
Would we be able to move the blocks for Workflows and Tasks around on the screen to create a custom experience?
Would we be able to move the blocks around on the screen to be able to create a custom experience? Personally, I would much prefer to have workflows at the top since those are usually more time sensitive than tasks.
1 vote -
put arrows back on calendar to go to next or previous day/week/month
Please put the arrows back on the calendar to go to the next day/ week/ month, and the back arrow to go the other way. I am Having a hard time scheduling with those buttons gone.
3 votes -
Hide Linked Attendee from calendar events
With the recent changes to the calendar, each calendar event has an icon showing the attendee it is linked to. Please implement a way to have the option of showing or hiding this. Thank you!
3 votes -
Notice of Contact with same name
We previously were able to see a notice at the top of the add contact page that a contact already exists with the same name. This isn't showing up anymore and was really helpful since we have a lead source that generates several leads per month. Can we get this added back?
3 votes -
remove the circle with the initials you added to all the activities
Please remove the circle you added to all of the activities with the user's initials - or at least give us the option to turn it off. It's unnecessary information that's distracting and is taking up valuable screen real estate. Previously I was able to see the entire subject line of the activity, but now I just see the first few words and the only other thing that's visible in the activity is that annoying circle.
1 vote -
mark workflow tasks urgent
Mark workflow tasks urgent (similar to activities)
1 vote -
Calendar View - Please Take Away Icons
I prefer the old view of Redtail's calendar, we do not need the circular icon on each event indicating the initials of who is involved in the event. It takes up too much space and impacts the overall view of the month. Please take away those icons. Thanks you.
1 vote -
Add toggle to remove attendee "bubbles" from Calendar
On 03/01/2024, Redtail added new "bubbles" to the calendar that show meeting attendees, which is VERY inconvenient for viewing all day tasks (it made them HUGE all of the sudden). Can a toggle switch be added to remove those bubbles and to go back to the way Redtail was before 03/01/2024?
3 votes -
Remove Attendee Avatars on Calendar
Please make the attendee avatars on the calendar optional. The avatars are too big and are an annoyance for how my company utilizes tasks. If the attendee is just one person, it is unnecessary. The option could be to include avatars if there is more than one attendee.
3 votes -
3 votes
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Disable the Attendee Dots
Please give me an option to disable the attendee dots. Right now I have a calendar packed with my own initials. The dots take up too much space on the screen. I know I am in my appointments. Seems redundant at best.
If not, how about some guidance on how to best use this annoying new feature?
3 votes -
workflow
In the main Workflow dashboard it would be nice to see columns showing the Servicing/Writing Advisor associated with the Linked Contact as well as who is responsible for the Current Step.
As well as the ability to filter the list just to the Servicing/Writing Advisor associated with the Linked Contact similar to Activities.
1 vote -
All Day Activity Toggle
The new feature of User's initials on activities has made the All Day Activities section much longer. It would be great if there was a toggle button to easily hide/show the All Day section. I know that you can click Actions and then hide/show All Day Activities, but making this an easy and obvious single click would be much more convenient than a hidden two clicks.
3 votes -
shrink the calendar activities on Calendar view to same size as before the updates.
I view RedTail from Calnedar view. The update expanded the "all day" activities to take more space (maybe the one line for the dot). The additional space pushes my daily scheduled events down to a second page. I prefer seeing everything on one page.
1 vote -
Faster/Easier Access to Old Notes
When viewing notes for a client that's been with you for several years is a very time consuming task. If there were numbered notes pages, like when shopping online where you can click back to another page it'd be easier than scrolling all of the way down through 10-15 years worth of notes. One of the users in our office once had this as an option for a brief time but none of the other users for the same CRM had it. Maybe it was a beta test, but it was so helpful to easily jump back to the initial…
3 votes -
Suite Sync Email Sync
Suite Sync: Synced Emails: Make these viewable by all users rather than just the user who directly generated or was copied on it. It's important to have historical emails available to staff and other advisors on the team.
1 vote -
Take off attendee initials in calendar tasks
Please please please, take off the feature just recently added where attendees' initials are in a little circle under each task in Redtail calendar. It makes each task take up two lines in the calendar instead of just one. Very visually confusing.
3 votes -
Calendar
Calendar entry boxes on Calendar are TOO big. Admins have a difficult time because boxes are too big - Please bring back the smaller boxes, too much wasted space in text box.
3 votes -
Linking Contact Activities to Accounts
For contact records with multiple accounts, it would be helpful to select the account to which the activity pertains.
1 vote
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