Redtail CRM
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3 results found
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Allow Color Coding on the Calendar by Advisor/Employee
It would be nice to be able to color code our calendar by the person the task is assigned to rather than the type of appointment. I know others like the status quo so if there would be a way to choose between both features that would help out our company nicely.
1,721 votesCompleted · AdminMatthew Smith (Product Manager at Redtail Technology, Redtail Technology) respondedWe gave users the ability to color code the attendees to an activity via bubbles on an activity. If users dont want to leverage the bubbles there is an option in the preferences menu named "Allow Attendee Bubble View" which can be disable the bubbles and go back to a "Classic" version of the calendar.
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Searchable calendar
I would like to request a second look at making the calendar searchable, which I see was declined several months ago. When scheduling multiple appointments each day, it is very time consuming to have to go into each client's record and then sift through their activities to see when their last appointment was. In Outlook, it is a snap to search the calendar by client name and instantly have a list of their past/future appointments.
369 votesThis feature has been added by the Redtail Development team! https://help.redtailtechnology.com/hc/en-us/articles/4402694539931-Filtering-your-calendar
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"Today" Button on Calendar
Please, please, PLEASE bring back the "today" button on the calendar. I know that I can still access it through the little calendar icon and then clicking today, but I know I am not the only one that uses that button a ton and would prefer to have it easily accessible and not hidden.
25 votesCompleted · AdminMatthew Smith (Product Manager at Redtail Technology, Redtail Technology) respondedThe "Today" button was readded to the top of the CRM Calendar for easy navigation.
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