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
-
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 -
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 -
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 -
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 -
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it's still open
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it still shows as open and it should be closed - neither won nor lost, just closed.
3 votes -
Please bring back old calendar or give us legacy version.
Bring back old version of calendar or give access to legacy version. Going forward on new 'lipstick' launches it would behoove developers to have a toggle button (like everyone else in the world) to try new version or not. You can easily track this data and see what the percentage is on usage. No rocket science. Much better than unhappy group.
3 votes -
Allow the option to redact account numbers from reports
Add the ability to "redact" or "mask" account numbers on reports so that they can easily be emailed.
3 votes -
Attendee Dots
Please allow us to remove these new attendee dots showing up on the calendar. I think many people don't need them. My calendar was already crowded and now it makes it worse. Thanks for your consideration.
3 votes -
RT Enhancements
PLEASE add back a TODAY button next to the day,week,month buttons!!
3 votes -
Put today button back on the front of the calendar page
Add the Today "quick" button back on the calendar page.
3 votes -
Allow to toggle linked attendees icon on calendar, poor use of space.
Allow to toggle linked attendees icon on calendar, poor use of space.
3 votes -
initials in calendar
Regarding the initials that are now showing in every task and appointment in the Calendar view - give us the ability to not have them there! They make the calendar too long and we have to scroll more.
3 votes -
Calendar
Calendar entry boxes on Calendar are TOO big. Admins have a difficult time because boxes are too big - Please bring back the smaller boxes, too much wasted space in text box.
3 votes -
Take off attendee initials in calendar tasks
Please please please, take off the feature just recently added where attendees' initials are in a little circle under each task in Redtail calendar. It makes each task take up two lines in the calendar instead of just one. Very visually confusing.
3 votes -
Faster/Easier Access to Old Notes
When viewing notes for a client that's been with you for several years is a very time consuming task. If there were numbered notes pages, like when shopping online where you can click back to another page it'd be easier than scrolling all of the way down through 10-15 years worth of notes. One of the users in our office once had this as an option for a brief time but none of the other users for the same CRM had it. Maybe it was a beta test, but it was so helpful to easily jump back to the initial…
3 votes -
All Day Activity Toggle
The new feature of User's initials on activities has made the All Day Activities section much longer. It would be great if there was a toggle button to easily hide/show the All Day section. I know that you can click Actions and then hide/show All Day Activities, but making this an easy and obvious single click would be much more convenient than a hidden two clicks.
3 votes -
Disable the Attendee Dots
Please give me an option to disable the attendee dots. Right now I have a calendar packed with my own initials. The dots take up too much space on the screen. I know I am in my appointments. Seems redundant at best.
If not, how about some guidance on how to best use this annoying new feature?
3 votes -
3 votes
-
Remove Attendee Avatars on Calendar
Please make the attendee avatars on the calendar optional. The avatars are too big and are an annoyance for how my company utilizes tasks. If the attendee is just one person, it is unnecessary. The option could be to include avatars if there is more than one attendee.
3 votes -
Add toggle to remove attendee "bubbles" from Calendar
On 03/01/2024, Redtail added new "bubbles" to the calendar that show meeting attendees, which is VERY inconvenient for viewing all day tasks (it made them HUGE all of the sudden). Can a toggle switch be added to remove those bubbles and to go back to the way Redtail was before 03/01/2024?
3 votes
- Don't see your idea?