Allow Color Coding on the Calendar by Advisor/Employee
It would be nice to be able to color code our calendar by the person the task is assigned to rather than the type of appointment. I know others like the status quo so if there would be a way to choose between both features that would help out our company nicely.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Morgan said that we should do this. I agree. Color code by employees.
It would be ideal for an admin who handles the calendar and color codes appointments to match that of the advisor. It should be an option if thats what the client needs. It does not make sense for an advisor to have to sit with their admin or staff to make these changes (as fun as arts and crafts hours is). Its an option with Outlook and Chrome so it should be for a CRM of this nature.
This would be very useful for office. I am suprised that it has been planned since 2012. I would like to see an update on this sooner. Thanks!
I've only been using Redtail for 6 months and cannot believe this is not an option. I too would like to know when this "planned" function will be available. 5 years seems like a long time to wait for something that seems like it would be easy to implement.
Laura Shank commented
The status of this says "PLANNED July 03, 2012" Five years later: Is there any update as to whether or not this is going to be an added feature? (Aside from creating a custom activity category as we need to maintain the categories as they are.)
Ability to change calendar color coding for multiple users
I would like for the calendars to print out as they did BEFORE this last update!! We rely on printed calendars during our "tax Season". We give our preparer's a printed calendar every morning. For them to be able to see the wording we have in the "Subject" line of the calendar is HUGE!! They do not happen to use RedTail, so they have to rely on the calendar for invoicing. The best way we have found to print a calendar is to do a control "P" so that ALL of the information in the time block shows. Using the Actions - Print Calendar give so little information it is a waste of paper and ink. PLEASE go back to the former method or at least give us an option of how WE want to be able to print and view our calendars!!
jen Robinson commented
Please allow people to be organized by color. When managing multiple people's schedules, if they aren't organized by color, they all look the same and it's confusing. I think this is available in outlook.
Dennis Shao commented
Alternatively, as a team if the advisor or staff have a good color coding scheme setup to represent various activities there should be an option to allow the user to choose an existing color coding scheme so that the whole TEAM is on the same page.
S Carnahan commented
We have created a work around for this by doing the following:
1. Go to your Preference tab > manage Database list > Activity and notes> Activity Types
and add all your advisors and team members names.
2. Go to your calendar and under the the actions drop down, create different color codes for each advisor or team member.
3. When you add an activity, be sure to select the advisor/employee or team members name in the "activity TYPE" drop down at the bottom of the activity page.
4. When you open your calendar, be sure to select the advisors and team members names in the "activity types" drop down member that you want to see on your calendar.
Your calendar should now be very colorful and you can now see activites by advisor or team member.
I hope this helps!
Is this coming sometime soon? It says it was planned for four years ago...
Alexis Klarenbeek commented
Have the ability to color coded calendar by UserName instead of just by activity type
Please do this :)
Denise Salzman commented
Please combine this with Have a universal default color that can be set for each user suggestion so the total votes can be seen. It appears to have a LOT of votes; so, can Redtail give us an expected release date.
Having different colors for other people would be so helpful! My boss wants all our activities and tasks logged the calendar. I refer to the calendar constantly to see what task I need to do next. But I also want to have her calendar up so I'm sure I've giving her the proper support for client meetings and phone calls, and re-arranging my tasks around her priorities as they shift during the day. Looking forward to an improvement here.
Yes, Yes, Yes! How impossible is it when I am trying to find a time for 3 executives to meet with one external person? I can't see if those appointments are duplicates, who is available and who isn't, etc. Our front desk concierge is often called upon to quickly tell a client when an advisor will be available for a call back or if they are in the office on a given day. She already has the calendar open for all users. It would be great if she could just glance at it, look for the right color, and see where they are for that time frame rather than opening a new tab and searching for that user.
When there are multiple Advisors in the office and tasks with clients need to be 'private' to the others, the calendar colors should still be able to coordinate so the others can see who is in or out of the office. For example: If Joe has his 'out of office' coded to green and the appointment is set for his teams privacy, then Ray should be able to see 'Private' in green so he can take advantage of the office being empty.
Currently 'Private' shows one color throughout the whole calendar still leaving the other advisor in the dark as to if the other is in office or not.
Seth Leishman commented
I would love to see Redtail have the calendar user interface look like Outlook's "Schedule View" so that we could see many different users down the vertical column with the time across the top. Instead of color coding the user, since they are listed on the side, make each different type of appointment/task color coded. Outlook allows me to put something on my calendar and color code it as an annual review, phone call, out of office appt, etc. I asked Brian to do this over 5 years ago though and no progress at all so far.
I looked at the demo for Tailwag and this has not been integrated into the new system as of yet. Is this going to be available on Tailwag?
Still looking for an update.