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.
2261 results found
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put arrows back on calendar to go to next or previous day/week/month
Please put the arrows back on the calendar to go to the next day/ week/ month, and the back arrow to go the other way. I am Having a hard time scheduling with those buttons gone.
3 votes -
Disable the Attendee dots
Hello. This new feature takes up a lot of room on the calendar. I am the only internal attendee for most of my events. It would be nice to be able to disable the attendee dots.
3 votes -
Initial bubbles
Please remove the initial bubbles/icons. We color code each user, so we have no need for these bubbles. The problem with the bubbles is they make the all-day section of the calendar exceedingly long, so you have to scroll excessively to get to the appointment calendar.
3 votes -
calendar arrows
Please put the arrows for advancing a day (week, month) or going back a day (week, month) next to the Today tab.
3 votes -
Attendee Colored Dots on Calendar as a Preference Option
Please 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 like the way that buttons with a user’s first and last initials were added to activities in the Calendar. It would be great to also have t
I like the way that buttons with a user’s first and last initials were added to activities in the Calendar. It would be great to also have those buttons on tasks (ie, the initials of the assignee).
3 votes -
Print Calendar
Leaving the calendar printable like before, where it showed the calendar as is, allowing us to fill in the space. Just like it was before.
3 votes -
calendar print out
Please, please, please bring back the old print calendar that prints the whole day with all time blocks, instead of the new condensed version that stacks all activities on top of each other. We use this calendar as a day view & want to be able to manually update throughout the day.
3 votes -
Post a warning when adding additional team members to a chat room that the action cannot be reversed. Also insert a confirmation screen.
When accidentally adding a team member to a chat room it is impossible to remove the member again.
3 votes -
option to create activities for certain users that will only show on their calendars
option to create activities for certain users that will only show on their calendars so everyone else does not have to see their activities. This is different than the selecting to only see certain users on the calendar.
3 votes -
Create report of accounts for specified issue date range
Currently this custom export template will pull ALL accounts from any client that has even just one account for the specified date range. The report should only pull the accounts for that specified date range.
3 votes -
larger photo
The photo field is entirely TOO small. The space where the client photo is located is totally under utilized. The photo area should be square (not round) and LARGER. Simply move the client name field more to the right and enlarge the photo to take advantage of the area.
3 votes -
allow users to remove the linked attendees initials from tasks and meetings
Please allow users to remove the linked attendees initials from tasks and meetings. All it does is take up space and I have to scroll down to see all my tasks for the day. As a solo practitioner the initials serve no purpose and we should have the ability to remove them.
3 votes -
match custom export headers match mail merge fields
match custom export headers to mail merge fields. the default settings table has underlines in the headers and your mail merge fields do not. they should match for no errors and brand consistency.
3 votes -
Move the chat button to bottom left side of page, rather than right.
Can we move the Redtail chat button to the bottom left side of the page, rather than the bottom right. It's current placement gets in the way of seeing dates when information is added.
3 votes -
calendar dots
I would like the option to remove the new pink dots with user initials from the monthly calendar. I understand that they may be useful for some, but for me, they take up a lot of visual space and are not helpful.
3 votes -
CRM Updates 3/21/24
The updates that were rolled out 3/21/24 make the screens hard to read. It would help if the background had a darker shading or there were lines to help visually break up the screen somehow.
3 votes -
New Look
Not a fan of the new look. Bigger does NOT equal better - now less fits on the screen and more scrolling is required. Please bring back the old layout!!
3 votes -
Differentiate between the areas on.
The new layout needs to have shading for the side boxes - too much white on the screen. Need to be able to see the different "areas". Maybe shade or put back some type of outline.
3 votes -
Overwhelmingly bright, and not enough definition between sections
This new layout is fine, but the screen is painfully bright. It literally hurts to look at. Everything feels washed out, and there is not enough definition between categories. Some defined contrast between background and the widgets would be greatly appreciated.
3 votes
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