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!
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69 results found
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Calendly Integration
Integrate directly with Calendly or have an online scheduler for appointments.
195 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Filter client reviews and birthdays by user
Client reviews and birthdays are currently showing up for EVERYONE in the calendar, even if only "Me" is selected in the user filters. It becomes really cumbersome to try and weed through all the reminders and reviews in the calendar when you're looking at 12+ advisors' review dates. It would be really great to be able to filter these reminders out by user so servicing advisors only see reviews and birthdays assigned to their clients. Our workaround for this is for every advisor to create an activity to reminded themselves of an upcoming review, but doing this is an extra…
152 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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143 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
131 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Filter indiviual advisor's client's birthday reminders.
On the calendar, add the ability to filter out a specific advisor's client's birthday reminders.
Ex: In the Richmond, VA office you could have a choice to just see the Richmond Advisor's client's birthday reminders on the calendar.
128 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Make the full name including suffix show on the calendar.
Make the full name including suffix show on the calendar.
120 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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conference room availability
Iif multiple advisors share a single conference room then have a way for us to see quickly (maybe an icon on the activity) that represents the activity taking place in the conference room. Similar to your upcoming feature of telling advisors they have double booked themselves this would tell an advisor that a room is double booked. To make this work properly we would need to be able to add a few set locations that we can easily select (while still having the ability to put in a one time address when appropriate.
105 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Task list
I would like to be able to have a running task list on the right hand side of the calendar screen so I can keep track of tasks that don't necessarily need done on a certain date. Similar to a note pad or something like that!
102 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Calandar: Monthly View "At a Glance"
When looking at the calendar view (monthly), it would be beneficial to be able to view the entire month "at a glance" opposed to just the current 3 weeks. As it stands, you have to scroll down to see the 4th (or 5th) week. There is plenty of real estate on that page and you should be able to see the entire month.
Also, it would be nice to have the ability to group Saturday and Sunday next to each other in the weekly and monthly views as opposed to having the weekends broken up on both sides of the…
99 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Popup alert or notification to confirm when you drag a calendar event
We have an issue where events, seminars, or appointments will accidentally get dragged to a different time or day on the calendar.
When changes are made by dragging, the change isn't even noted in the "Timeline" for the activity. There needs to be a popup when you drag an event or appointment that said, "Are you sure you would like to make this change?"81 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Apply different time zones to different events in Calendar
When creating/editing events in the Calendar, we should be able to enter a time zone for that specific event, so that it adapts to each time zone. Very difficult to schedule events that do not occur in the same time zone as they were created.
78 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Location on Calendar
The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!
76 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Calendly Integration
Calendly Integration is needed more than ever with Coronavirus and clients and prospects not being able to come into the office. This should be a top priority.
71 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Right Click on Calendar Activities to Open them in a new Tab
When viewing the calendar in day or week view, it would be great to be able to right click on a specific appointment and open that Activity in a new tab. This way we can keep the calendar view up and uninterrupted, but also be able to view the details of the activity by simply taking us a to a new tab.
67 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Outlook integration
The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Outlook and RedTail Calendar Integration
I would like meetings I create in Outlook to also automatically create a meeting in my RedTail calendar.
63 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Appointment Scheduling Software
Appointment scheduling software - it would be ideal to have this system in place or if there was another software that could be compatible.
61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Review Date Reminders
When a client is changed to termed, inactive or deceased that their client review reminders no longer appear in the calendar.
61 votes -
Could we allow clients/prospects to schedule appts directly from our company's website
Desire to be able to set parameters, and then allow clients/prospects to schedule appts directly from our company website to our Redtail Calendar.
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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"Meeting Not Held" button to clear appointments on the calendar
It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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