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.
213 results found
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The Today column
The Today column is now gray, it would be nice to be able to change the color. I use gray for something else so it blends in. Thank you!
1 vote -
Today column is now gray
The Today column is now gray, it would be nice to be able to change the color. I use gray for something else so it blends in. Thank you!
1 vote -
Linking Contacts to Calendar
When entering an appointment in the calendar, allow us to add multiple linked contacts in that pop up rather than having to open up the entire meeting to add the spouse.
3 votes -
birthday
We have multiple clients with the same name, when their birthdays come up on the calendar they all look the same. We would like the age to be in parenthesis next to their name on the calendar like it is on the today page. We would also like the ability to add a note that shows on the birthday reminder on the calendar so we can differentiate clients with the same names.
1 vote -
Save custom calendar filters
We use multiple filters to view admin calendars vs advisor/scheduling calendars and would like to save the filter settings to make it easier to go back and forth between the 2 views. With so many activity types, it is time consuming to find and click all the "types" for a given view.
3 votes -
Show Renewal Dates in Calendar
I’d like to strongly advocate for the ability to display the “Renewal Date” field from Accounts in the CRM calendar view. This is not just a helpful feature, it’s a critical one for financial planning professionals.
To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account to be made available as an optional calendar display to help keep track of those important renewal dates approaching, similar to how client birthdays can currently be shown. This would dramatically improve our efficiency and ensure nothing falls through the cracks.
Since many of your users…
3 votes -
Show Renewal Dates from Accounts in Calendar
I’d like to strongly advocate for the ability to display the date inputted into the “Renewal Date” field from each Account in the calendar. This is not just a helpful feature — it’s a critical one for financial planning professionals to keep track on renewal dates for their clients' policies.
To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account (that has this section filled out) to be made available as an optional calendar addition, allowing us to know when these vital dates are approaching, similar to how client birthdays can currently…
1 vote -
Search Bar Open to search on all texts
The calendar needs to be more robust than contact only searches. I should be able to find any text throughout my entire calendar by entering any text and for the calendar to find it.
3 votes -
Search Bar in CRM for all texts not just contacts
Please remove the word contacts and open up the search field to all text in a calendar. I can't believe the CRM is still limited to contact only search its very limiting from an advisor perspective.
3 votes -
prior and next month calendars
It would be great if we had a view of the prior and next month's calendars when looking at this Month's view - it doesn't need to contain information, just a graphic of the month. At times it's important to know what a day a past or future date falls on without having to move the calendar forward or backward
5 votes -
Team Member Color Coded Activity Boxes
Instead of each team member having a contact bubble color, there should be an option for each person to have a color coded activity box. Color coding activities is way too complicated.
1 vote -
Please return calendar pop out to previous view
I notice several changes being made to the way Redtail looks which is fine, but there is one that is particularly annoying. I'll try to explain. When you click the little calendar icon beside the TODAY button, today's date used to be in a blue box with white numbers, making it easy to see (it still appears like this when you are adding an activity) now there is no box & todays date is blue, which is too similar to the black numbers around it.
I'd like to request that this be returned to the previous view. Again, see the…
1 vote -
Contact name needs to be a required step before adding an activity to the calendar
Too many times an activity or event has been added to the calendar (such as a client review meeting) without the contact name being linked. Yes, it is usually user error as someone will forget to add or is in a hurry. It should be required just like the subject is required to add to the calendar.
3 votes -
Fix the ‘no end’ date issue in Redtail activities/calendar sync items
Time for a Fix. It’s a known issue for a long time.
4 votes -
Provide a solution to ADD an end date to recurring events on the activity/event calendar(calendar sync)-it never ends
Calendar items with no ‘end’ date never go away in Redtail.
We know this is an issue, there should be a fix to set an end date IN REDTAIL.
Currently this wastes A LOT of time when a user has to manually or BULK delete events daily just to find their ‘REALY ACTIVITY due today’.1 vote -
Dividend dates on Calendar
If i have a watchlist, i would like to see their dividend rate and amounts automatically on my calendar.
3 votes -
Dividend dates for funds in the watchlist
If i have a watchlist, i would like to see their dividend rate and amounts automatically on my calendar.
3 votes -
Day of the week highlighted in Dark Mode
Is there a way to highlight the actual day in Dark Mode like you do in light mode? Can it be grey or lighter?
1 vote -
Day of the week highlight in Dark Mode
Can you highlight the actual day of the week somehow? Make it grey or lighter?
3 votes -
Task Lists
Would like a daily running list of tasks to complete on the side of the calendar with the date started, the task and a quick note on the
progress.When completed I would like to be able to put a line through the task.
Also, below that daily list maybe a monthly or quarterly or yearly list.
I would like to be able to customize the label on those lists.
Last, prioritizing with simple numbers 1-5.I DO NOT WANT THEM TO SHOW UP ON THE CALENDAR.
3 votes
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