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.
1671 results found
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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 -
agustafson@focusfinancial.com
Please bring back the today button on the calendar page.
1 vote -
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 -
Please remove these new attendee bubbles from activities.
Please remove these new attendee bubbles from activities as soon as possible or at least make them removable/optional. They are redundant as the attendees are already visibly listed on each activity and these bubbles make the activities way too large on the calendar. This is a huge problem when you are working 50+ activities each week. I don't understand the logic behind adding these but please take them away.
3 votes -
PLEASE REMOVE THE NEW ATTENDEE BUBBLES ASAP. THEY ARE ABSOLUTELY NOT AN IMPROVEMENT AND ARE A DETRIMENT TO EVERYONE ON OUR TEAM.
The attendee bubbles on activities make every activity on the calendar double the size. Additionally, they are completely unnecessary.
1 vote -
Attendee Dots on Calendar- Preference option
Have there be an option in preference to remove the attendee dots. This can be very distracting. All I'm able to see in my calendar at the dots and it looks very busy. Also, if you have more than one employee with the same initial then it defeats the purpose of having a quick glance to see who is in attendance. This is not a helpful feature and I would like the option to remove it.
3 votes -
Turn off the new Attendees Circle/Bubble
Please make the new Attendees Circle/Bubble... optional.
I really (really) dislike this new feature. Enough so, that I might start looking for a different CRM if this doesn't change.1 vote -
Option to Remove Initials in Tasks on the Calendar
Please give us an option to remove Initials in our own Tasks on the Calendar
1 vote -
Bubble with our initials inside??!?
The update yesterday (2/29/24) adding a bubble with our initials inside to each activity and appointment is cumbersome and now each activity/appointment box is much larger. Now, with each box being larger, the amount of calendar activities I can see on one screen is reduced considerably.
It would be nice to be able to 'turn off' this feature as now I am scrolling up and down all the time in order to see my entire day in one screen.
Please allow us to customize if we want these new "features".
Sometimes change is not good for us old dogs :-)1 vote -
Exclude Attendee Import in Suite Sync
Suite Sync imports all meeting invitees as guests.
When conducting a large meeting with external guests, emails are blasted out revealing EVERY guests contact information.
This is both a security liability and an incredible inconvenience to attendees, directly impacting customer experience.We need to be able to (some combination of):
- Disable external attendees from being added as guests automatically
- Prevent guests from receiving notifications to changes by Redtail users
- Don't share guest contact information on email updates to other guests
- Mark meetings as Private in Outlook to prevent them from syncing to Redtail
- Warn that…3 votes -
I'm not thrilled with the new format listing a bubble for the 'attendee' of the meeting, tasks, etc. Could we get rid of the bubble. thanks
I'm not thrilled with the new format listing a bubble for the 'attendee' of the meeting, tasks, etc. Could we get rid of the bubble? thanks.
3 votes -
Appointment Mode Toggle at Type of Calendar
Have an obvious easy to click toggle at top of calendar so when you go to schedule a meeting you can click the toggle so you only see Appointments and can view the entire monthly calendar without having to scroll back and forth on the screen because all the tasks and other items are showing.
1 vote -
Bring back Full Names of Attendees in Calendar as an option aka I don't like the dots.
Give users option of having dots for attendees on the calendar or going back to full names. You just changed it and now it makes the calendar huge and harder to read with large gaps between items. Also, people have the same initials a lot of times, I know you can change colors but it still is not ideal.
1 vote -
Attendee Dots on Calendar as a Preference Option
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 -
New "Linked Attendees" initials eat up too much space on the monthly calendar. Should be a way to use the old method or remove entirely.
New "Linked Attendees" initials eat up too much space on the monthly calendar. Should be a way to use the old method or remove them entirely.
1 vote -
Bring back the Today button on the calendar
Please bring back the 'Today' button on the calendar as it was used very frequently when scheduling and finding appointments. It is now very inconvenient to use the calendar which is the main task we use Redtail for.
3 votes -
Purple Bubbles - HORRIBLE IDEA
Get rid of the purple bubble and put things back the way they were.. Its a useless change and enlarges the calendar for absolutely no reason. Terrible idea.
3 votes -
today on calendar
Please add "today" button back to calendar page to return to today from wherever you are!
1 vote -
Make Linked Attendee circles on Calendar optional, please!
With the 2/29/24 update to the Calendar, circles showing the initials of the Linked Attendees were added to each task. While I can see that this is a useful feature, it would be great if this were an optional, turn-on/turn-off feature. For instance, I am the only user/linked attendee on my account, so it just has my initials on every single task, which is totally unnecessary (for me and others like me). It just crowds up my calendar and makes it harder to see the bigger picture. It is really bothersome. Please consider making this optional. Thank you.
3 votes -
ability to remove new attendee dots on calendar
Having initial dots on the calendar just adds to the confusion. Having the ability to 'choose' if they are there would be benificial.
3 votes
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