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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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23 results found

  1. "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 votes
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    1 comment  ·  Calendar  ·  Admin →

  2. Color coding for Employees/Advisors

    We are needing a way to color code per our advisors/employees, not just for different activities. Is anything planned for this??

    32 votes
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    1 comment  ·  Calendar  ·  Admin →

  3. calendar color coding each calendar user

    Have a different color for each calendar user - For example - my supervisor and I share calendars - to know which calendar items are mine and which are hers - would be nice if we could use a different color to distinguish between the two. Also, can the color be changed for each task/appointment without changing the color of the entire calendar?

    24 votes
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    1 comment  ·  Calendar  ·  Admin →

  4. Adding color coding for advisors

    As of now, the color coding technology is in place for categorizing by activity type. I currently work as a registered assistant for 3 different advisors all integrated with Redtail. It would be great if I could color code my calendar by advisor also instead of just by activity type. When I see client meeting pop up I know what type of meeting it is by color but it would much more useful if I knew what advisor it was for instead. Thanks in advance!

    54 votes
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    3 comments  ·  Calendar  ·  Admin →

  5. Color Code by Advisors in the Office.

    It would be extremely helpful and convenient if we were able to color code our calendars by the advisors/representatives in our offices, that way at just a glance we could see who has a meeting and when. Currently we have to hover over or click on the appt. to see which advisor will be in the appt.

    13 votes
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    0 comments  ·  Calendar  ·  Admin →

  6. setting calendar colors by employee

    One calendar is used for 10 employees - would be helpful if we had an option to set colors by employee vs categories etc.

    29 votes
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    1 comment  ·  Calendar  ·  Admin →

  7. A toggle button for time zones in Zimbra somewhere quickly accessible

    My partner has homes in different time zones and frequently travels to others. There have been many scheduling issues due to the system having one time zone and her local time is different. Something like A toggle button somewhere accessible in Zimbra

    1 vote
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    0 comments  ·  Email  ·  Admin →

  8. It would be most helpful to be able to color code appointments by who's appointment is noted (who, meaning person in our office).

    I make appointments for several people in our office. It would be helpful if they could be color coded so at a glance I could pick out who's appointment is whose.

    30 votes
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    0 comments  ·  Calendar  ·  Admin →

  9. pronouns

    Allow customization of preferred pronouns for contact record details.

    13 votes
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    0 comments  ·  Contact Record  ·  Admin →

  10. Add “notify user” to notes in mobile app

    Please add a way to “notify a user” in the mobile app. We use this for the advisor to notify the admin of new work that needs completed.

    49 votes
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    2 comments  ·  Mobile App  ·  Admin →

  11. Color code Appointments by Servicing Advisor

    It would be great if administrators could opt-in to having the system color code appointment activities on the calendar by servicing advisor.

    29 votes
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    0 comments  ·  Calendar  ·  Admin →

  12. Add more gender options

    Please add a non-binary option for gender. We live in a state where X is an option on birth certificates and driver's licenses. Please make this an option so we can reflect this in our records accurately.

    97 votes
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    16 comments  ·  Contact Record  ·  Admin →

  13. Attach documents to a Note or Activity (that becomes a Note)

    Give the user the ability to attach one or more documents to a Note or Activity allowing the user to have quick access to all handouts discussed when referencing the Note or Activity at a later date

    279 votes
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    28 comments  ·  Documents  ·  Admin →

  14. 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 votes
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    24 comments  ·  Calendar  ·  Admin →

  15. Permissions (contact, activity, notes, etc) need to be added to mobile app

    We have multiple advisors and employees with specific permissions for viewing particular contacts, notes, activities etc. By not having the ability to add permissions in the mobile app, I am unable to add any new activities, contacts etc with the proper permissions.

    31 votes
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    5 comments  ·  Mobile App  ·  Admin →

  16. Remove Email by Contact Report

    We would like each employee to be an email admin so that they can view client emails even if they were not included on the email. However, admin access gives them the ability to view all emails (every email sent or received from any of our employees) using the email by contact report. We only want access to emails that are included in the email history under a contact record...not emails that might be sent from our firm's President to share holders, or emails sent to the Compliance Officer!!

    41 votes
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    2 comments  ·  Email  ·  Admin →

  17. Ability to add spouse DOB and edit spouse status from the Add Contact screen

    Currently if you want to add a spouse DOB or change them from a Not Specified contact to a Prospect-Spouse, for example, you have to wait until you are done creating the contact and them open the spouse's profile separately to add that information. It would be nice to eliminate this step by allowing that info to be entered at the same time you create the initial contact. The previous version had this capacity and it changed with the new version.

    865 votes
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    20 comments  ·  Contact Add Screen  ·  Admin →

  18. Add Linked Activity Notes

    If you add a note via the mobile app, you should be able to create an activity from it, or be able to link it to an activity when using the full version of redtail.

    37 votes
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    2 comments  ·  Mobile App  ·  Admin →

  19. link more than one account to notes

    i see that you can link multiple accounts to an activity. it would be great if you can link multiple accounts to a note.

    221 votes
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    19 comments  ·  Notes  ·  Admin →

  20. Link Documents to Multiple accounts and/or contacts

    Please allow notes/documents to be linked to multiple accounts and contacts. Currently, we have the ability to link to a single account & a single contact, but we often have the need to link a note or document to multiple accounts & contacts.

    170 votes
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    5 comments  ·  Documents  ·  Admin →
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