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.
2192 results found
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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 -
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 -
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 -
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 -
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
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