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.
We gave users the ability to color code the attendees to an activity via bubbles on an activity. If users dont want to leverage the bubbles there is an option in the preferences menu named "Allow Attendee Bubble View" which can be disable the bubbles and go back to a "Classic" version of the calendar.
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Anonymous commented
I agree! Also would be nice to be able to drag/copy and drop an appt. to an associate who will also be involved in that meeting.
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Nick commented
Where are we at on this "planned" event? Do we have a date?
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Patty commented
When is this feature going to come out? Is there a specific date?
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Saori commented
I was so excited to see this "planned" until I started reading all the comments... It’s been over a year since it’s “planned.” Really?
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Anonymous commented
I would really like this and I know my entire office/team would benefit from it.
This has been planned for over a year...any estimated date for when this feature should be available? -
Scott commented
Any possible update on this "planned" feature?
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Julie Devisser commented
I see that it is planned as of July of 2012... is there any update that can give us an idea when this would be available? Q3 2013? Q4 2013?
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Anonymous commented
This would make life much easier on the office staff. put a rush on it please
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Anonymous commented
Recently started using Redtail and this one of the first things I looked for. When will the update be?
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gregory kuras commented
Would like to get an update when this is complete, please.
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Melissa Ciotoli commented
This would be great. I see it's "planned" as of 6 months ago, and wondered what the timeline is for this?
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Chris commented
Glad to see this is planned!
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Peter Bukowski commented
As an admin for a Financial Advisor, I would like to see his calendar items in a different color from mine.
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Chris Anselmo commented
We too have several users, especially during tax season (12+). We are losing the functionality of Redtail, because without color coding the users, no one wants to give up their Google Apps calendar. Without color coding users, its almost impossible to use in a busy office. People have been asking for this fix for years.......!!!!!
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Ramona commented
When viewing mulitple users in the calendar: In addition to color coordinating per user, if the calendar can be viewed/organize each user in a seperate columns
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Karina commented
Please make it so that we can choose to color code by user as well as by team!!!!
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Karina commented
A separate color for each user or team would be incredibly helpful. I use this feature on another calendar because it makes it clear at a glance who is involved in each activity. It would be nice not to have to duplicate our calendar on another another system just to have access to this feature.
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Anonymous commented
It would be great if we could customize the calendar so that each user showed up as a different color. Right now we can only customize the color of the different activities. We have multiple people using our database and it would be great if I could assign a different color to each user to make it easier to identify which appt/task belongs to which user.
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Stephanie Cato Bosch of Mosaic commented
I agree with this one as well. We have six users in the office, all of which have different activities that appear on the Calendar. When reviewing who has what going on, if we could have colors coded for each user, this would greatly speed things up for us. Even though hovering over provides who the activity is "Assigned to" - assigned colors would be great. I'd like to see this happen without losing color coding for Activity Types.
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Erika commented
This would be extremely helpful in our office!