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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.
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How can we improve Redtail Technology's CRM?

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1671 results found

  1. Add a report to print beneficiaries by Household

    We need a way of confirming beneficiary information with our clients annually. A report showing beneficiaries by household, by account would be highly desired due to the important nature of this information.

    2 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  2. 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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  3. today button

    Bring back the "Today" button on our calendar.

    1 vote
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  4. 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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  5. 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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  6. 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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  7. 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.

    6 votes
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  8. 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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  9. 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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  10. agustafson@focusfinancial.com

    Please bring back the today button on the calendar page.

    1 vote
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  11. 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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  12. 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
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  13. 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
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  14. opportunities

    Wouldl like ability to customize types under Opportunities

    4 votes
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  15. 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
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  16. 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
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  17. 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
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  18. 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
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  19. 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
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  20. 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
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