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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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187 results found

  1. Undo calendar item move or have movement history

    Currently in week view or day view on the calendar, an activity/task/appointment/etc can be moved with the mouse without having to go in and manually edit the item, this can be very convenient BUT if it is accidentally moved there is no way to know what the original time was. It would be great to have an undo move function, or a way to track the history of the previous time/date of the item.

    7 votes
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  2. 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!

    28 votes
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  3. show workflow steps on calendar

    In addition to Workflow Target Date and individual tasks, it is also helpful to see Workflow steps on calendar.

    1 vote
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  4. Set Activity Availability on Calendar

    This is primarily for purposes for integrating the Redtail calendar with scheduling apps like Calendly.

    It would be nice to be able to set the "Availability" for activities as Free, Tentative, or Busy like Outlook has with their "Show As" option.

    Currently, any Tasks or other activity types that sync between Redtail and Outlook show up as Busy in Outlook and need to be manually changed to Free if it's meant to be a reminder or something that can be moved around, otherwise it makes that time spot unavailable for Calendly scheduling.

    6 votes
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  5. Create option to "freeze" the 'all day' row

    Please add the ability to "Freeze" the "all day" row in the calendar so that it holds at the top of the calendar even when scrolling to later times in the day. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!

    1 vote
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  6. Create option to "freeze" the 'all day' row

    Please add the ability to "Freeze" the "all day" row in the calendar. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!

    1 vote
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  7. custom dates in Action area

    I would like the custom dates to be fillable.... not toggle on the calendar to set. We set ours from 2014-2035 to be sure we can view all upcoming and past actions in case we have an action we missed.

    clicking through month by month to set parameters is time consuming.

    1 vote
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  8. Calendar Event Color Option for all Users

    At our office we have one financial advisor but multiple people making appointments for that advisor at any given time so we all share the same event colors. Being that we have twenty events/colors we use, it would be so much more convenient if we could have a default option to make the colors the same colors for all users rather than manually selecting colors for each user, especially when we add a new user.

    4 votes
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  9. In an appointment there should be a hyperlink for the phone number so you can just hit it and it will dial. Other calendars have it.

    In all of the other calendars we have used, when you add a phone number to the appointment, you can just click on it and it will dial.

    1 vote
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  10. Shade All Day Events on Calendar

    When an All Day event is created, such as being out for vacation or at a conference, it would be nice to see that day shaded in a semi-transparent color, similar to what Outlook does. It makes scheduling easier, rather than having to look at the top section of the calendar (which is generally used for birthday reminders).

    3 votes
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  11. 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.

    1 vote
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  12. calendar layout

    Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!

    1 vote
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  13. Color code CRM calendar based on people and not activity type.

    Be able to color code based on people. For instance, in our firm we have 5 people. It would be nice to have different colors assigned for each person on the CRM calendar that way we can correlate the color with the person. Right now we are able to color code based on activity type like (appointment, task, out of office, etc) but this way all 5 peoples appointments are the same color.

    3 votes
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  14. Show number of items (#) on the calendar for each day

    It would be nice to be able to add a display of the number of items on the calendar for each day. The visual can help with motivation!!

    3 votes
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  15. Quarterly Reoccurrence Dates

    We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.

    1 vote
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  16. Retriever for Tailwag error notifications

    Please add a visible error indicator in Retriever. Retriever for Tailwag needs to have error indicators. Autosync helps so we do not have to manually sync, however we can't tell if there is an issue.

    We cannot keep manually checking the error log, or checking both Redtail and Outlook to make sure it is working.

    3 votes
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  17. Would be great if monthly calendar view could scroll from month to month

    Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc

    6 votes
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  18. select attendees

    Please return the ability to select attendees for an activity with the keyboard. We used to be able to the arrow keys to highlight the attendee and hit enter to select attendee. Now it is greyed out and we MUST use a mouse. This is very inconvenient. Also, please STOP rearranging the order of the attendees upon selection,

    3 votes
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  19. Have option to send calendar events invites to scheduled events with existing contacts

    when scheduling an event with a client, or prospect that is in redtail, the meeting invite will be sent from redtail, including the notes on the event, location, and the things that google calendar would send. I have to go back to google calendar and recreate there, along with coping and pasting the client email. A time waster for sure.

    2 votes
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  20. Daily activities with option to not include weekends

    Daily activities should have the option to exclude weekends. Please make this an option.

    4 votes
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