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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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1673 results found

  1. initials in calendar

    Regarding the initials that are now showing in every task and appointment in the Calendar view - give us the ability to not have them there! They make the calendar too long and we have to scroll more.

    3 votes
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  2. Remove the Attendee's initials in the "Ball" icon from Activities

    The recent CRM updates auto-populate the attendees's initials in the task in a "ball" icon. This makes the calendar way too busy and I can't view as many activities on my screen.

    If I'm viewing my own activities, it's redundant to have my initials taking up visual real estate in the calendar.

    Please provide an option to turn this feature OFF or get rid of it all together!

    1 vote
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  3. Allow to toggle linked attendees icon on calendar, poor use of space.

    Allow to toggle linked attendees icon on calendar, poor use of space.

    3 votes
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  4. Put today button back on the front of the calendar page

    Add the Today "quick" button back on the calendar page.

    3 votes
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  5. RT Enhancements

    PLEASE add back a TODAY button next to the day,week,month buttons!!

    3 votes
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  6. Attendee Dots

    Please allow us to remove these new attendee dots showing up on the calendar. I think many people don't need them. My calendar was already crowded and now it makes it worse. Thanks for your consideration.

    3 votes
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  7. Allow the option to redact account numbers from reports

    Add the ability to "redact" or "mask" account numbers on reports so that they can easily be emailed.

    3 votes
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  8. bring back the "Today" button on the Calendar PLEASE

    I am lost. The "TODAY" button on the calendar is sorely missed. When you are booking months and weeks in advance, it is nice to select TODAY and are back to the task and meetings at hand.

    1 vote
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  9. Please bring back old calendar or give us legacy version.

    Bring back old version of calendar or give access to legacy version. Going forward on new 'lipstick' launches it would behoove developers to have a toggle button (like everyone else in the world) to try new version or not. You can easily track this data and see what the percentage is on usage. No rocket science. Much better than unhappy group.

    3 votes
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  10. When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it's still open

    When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it still shows as open and it should be closed - neither won nor lost, just closed.

    3 votes
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  11. Calendar events are too large now.

    Calendar event bubbles are too large now. Please make an option to take off initials and have them appear as before.

    3 votes
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  12. today button

    Bring back the "Today" button on our calendar.

    1 vote
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  13. Save Activity w/o Closing

    Would like the option to save my activity notes without having to close then come back into it. I get

    3 votes
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  14. The Today Button on the calendar is gone

    With the new re-design of the calendar, the "Today" button is gone. Please please bring it back!

    Update 3/5: THANK YOU!!! I'm so happy to have this button back! Our whole firm celebrated. Many many thanks!

    3 votes
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  15. Please Replace the "Today" Button on the Calendar

    The latest update removed the front facing "Today" button from the Calendar, making it harder to navigate back to the current day when needed.

    3 votes
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  16. The initial bubble on appointment boxes for clients is not feasible for every office.

    We are having a hard time with the new initial bubble on appointment boxes on the calendar. We have 2 advisors with the same initials and it's extremely difficult to decipher who's appointment the client is for when scheduling appointments. Please change back to full names on appointments.

    3 votes
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  17. Bring back the "Today" button on the calendar

    When the buttons with the initials of people in a meeting was added, the Today button was removed. I used that often when I was looking out on my calendar to schedule a future appointment and then wanted to get back to the current week quickly.

    1 vote
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  18. Bring back the original 'This Week' toggle button.

    We wish you would not have removed the 'this week' button between the day/month buttons. Now, when we schedule something a few weeks/months out, we now have to manually scroll back to the current week. Previously we could just hit the 'this week' button and be immediately there. It wastes time for sure.

    1 vote
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  19. agustafson@focusfinancial.com

    Please bring back the today button on the calendar page.

    1 vote
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  20. ADD THE TODAY BUTTON BACK ON THE CALENDAR SCREEN!!!!!!!!!!

    Add the Today button back on the calendar screen! This should never have been removed! Wasted clicks getting back to today when moving back or forward though the months.

    3 votes
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