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.
1673 results found
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Restore the Previous Calendar format that included TIMES in a column along the Left
You changed formats and we LOST a functionality that we use multiple times a day. Namely, being able to print a calendar that INCLUDES times in a column on the LEFT, which also allows appointments to ALIGN by time (ie, there is a blank space, basically a 'space holder' where no appointment is scheduled.
3 votes -
Allow the ability to filter two different columns on the Workflow page at the same time.
Currently on the workflows page you can only filter one column at a time. This is frustrating because when I filter by Owner it gives me all of my tasks but I don't know which one is most important without peering through a few target dates.
I would like the ability to sort my workflows by two columns at the same time (i.e. Sort by both Owner and Target Date at the same time). This would save a lot of time for me to quickly figure out what priorities are for the day.
You could implement three click stages on…
3 votes -
Pontera
Pontera enables retirement savers to get help
managing their workplace 401(k) accounts from their trusted advisor. Providing an integration to Pontera would allow for advisors to stay within the Redtail CRM while working on client 401k accounts in addition to tracking the AUM under Redtail.3 votes -
Remove the attendees from the calendar view!
The newest update has little bubbles for who is attending, but it completely clutters our calendar. We should have the option to hide that from the calendar view. We can scroll over to view attendees. Please undo this update, or give us the option to remove it from our view.
3 votes -
Attendee Dots
These look terrible. The plain text was so much easier to read. This change makes my calendar harder to read and highlights the least important part of the calendar event.
Please revert to plain text so those of us without perfect vision can continue to use Redtail.
3 votes -
calendar today button
Add the "today" button back on the calendar. The update you literally just made to the calendar does not make it easier to navigate and having that "today" button made it quicker and easier to get back to where you need to be on the calendar.
3 votes -
Give option to revert back to the previous calendar settings (old Redtail CRM)
The calendar needs to have a feature that allows you to pick how you want the users' names to show. The old way showed the full name of the user the tasks belonged to. The new way uses just the initials with a large circle around them. The new way takes up too much space and makes the task/activities boxes much larger than they need to be. Please give an option to pick how we want to users' names to show in the activity/task boxes.
3 votes -
Switch calendar back to how it looked prior to 3/1/2024
The blocks on the new calendar are too big now. Please switch them back to how they were before. Also, there should be a feature to remove the user initials on the caledar task, especially if there is only one user. The initials are distracting. Also, they removed the button to easily switch back to the current month. Please put that back on.
3 votes -
hide linked attendee initials
The new (3/1/24) feature showing linked attendees initials on all activities has no utility for sole practitioners like me. Redtail should provide an option to hide the initials on calendar activities so that valuable screen space is not cluttered with irrelevant info.
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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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