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!

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  1. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Color

    Color code calendar events

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Avoid repeat reminders from falling on a weekend.

    It would be nice if repeat reminders would avoid falling on a weekend. For instance, I have a client who transfers $2800 monthly to an investment account on the 6th of every month. So I set up a reminder on the 7th to invest her money. Some months the 7th falls on a weekend when the market is closed, and I have to manually set a new reminder for Monday. It would be nice if this reminder would automatically push to the following Monday if it fell on a weekend.

    12 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow clients to self-schedule appointments directly through Redtail

    By allowing clients to self schedule through Redtail, this would eliminate having to use a third party appointment app. The issue we are having when using third parties is that it does not link the contacts to the activity and it does not generate workflows as it is supposed to. I see many people have requested this feature. Is there any chance that it is a possibility in the near future? Thanks.

    26 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Calendar Keyword Filter

    It'd be helpful to be able to filter the calendar for clients with a specific keyword. For example, our office meets with around 30 households/week. We track our RMD clients through a Keyword. It'd be great to be able to filter the calendar and quickly capture which clients we need to prepare RMD summaries for, rather than manually going into every contact and checking for keywords.

    14 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. allow daily calendar to print like it used to without the Filter events box printing at the top

    When you print the daily calendar, it prints the filter events box at the top - it didn't used to do that -
    fix it please!

    8 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Holiday's Observed On a Different Day than Falls On

    Example: Workflows aren't skipping Monday, July 5th for the (observed) holiday - it would be super if the Calendar would adjust the Holiday 'day' to the one that it is observed on. Thanks, you guys! TeamRedTail-Rocks! Ty

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Go back to showing client names instead of "client birthday" on full month view pdf printout

    I'd love to go back to how the calendar PDF printout worked as of 3 weeks ago and how it had always printed since I started using CRM in 2019. It always displayed the full month view with actual client names.... now when you print it the pdf just says "client birthday" without real names. Not sure why this was changed and can no longer see names but it makes no sense to give users the option to print a full month calendar with no actual names on it. Please give me back my calendar with names for the first…

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adjust the "Repeat Ends" Calendar Date for Repeating Activities

    When a recurring activity is set and the "repeat ends" is selected, the calendar jumps to today. It should jump to the date of the activity.

    For example, when I set up an event for next year, I have to scroll through a year of the calendar to get to the end date for the recurring event. It logically should pop up starting with that future date.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Calendar permissions

    Outlook calendar syncing with Redtail allows users to see all other users calendar appointments. The only workaround I am aware of is to update the permissions on RT every single time you add something to Outlook (which is an extra step that will almost never be followed). Users should see their own calendar and nothing else. Especially in the case where there are multiple advisors with their own books of business. It would be a highly beneficial update if Admins were able to see all calendars, and advisor users could be restricted to see just their own entries. Thanks.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Mobile Calendar not displaying activity over multiple days correctly

    On my desktop I can see that a team member has an all day vacation activity set up for the date range 6/14-6/23. When I look at my mobile calendar I am only seeing an All Day vacation note for the first day and then nothing to indicate his vacation on the following days. This should be showing up for each day that is in the range of the original activity. It is confusing to not show this for each day that he is out on vacation.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Activity Location

    I know this has been previously suggested, but it is ridiculous that we have to open an activity to see it's location in calendar view. We have multiple users and cover multiple locations. Our Admin needs an easy way to see appointment locations on the multi user calendar view without having to open each appointment to find it. PLEASE address this!

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding a "user" field to the calendar preference section

    Adding the option to set your calendar preferences so it defaults to specific users instead of showing all users.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. right click on calendar to quick complete time block tasks.

    I time block the areas I want to work on and it would be nice to just right click to quickly complete a task on my calendar.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Can you update the calendar options for recurring appointment to allow last "Monday" of the month?

    I was trying to add an event on the calendar for our office being closed on Memorial Day. I wanted this to be a recurring event, like I do for most of our holidays. Memorial day is always the last Monday of May. Right now when you create this as a recurring event, you select custom and to repeat every 12 months, then the "Repeat on" options are "Monthly on day 31" or "Monthly on the fifth Monday". Neither of these will apply in this case. Can you add the option "Monthly on the Last Monday" or whatever day of…

    7 votes
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  18. 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.

    8 votes
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  19. We are new to Redtail but would greatly appreciate a Calendly integration

    We definitely need a Calendly integration for our practice

    10 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Calendly Integration

    I feel like a broken record asking for this but how is there not an integration with Calendly yet? We run our entire calendar through Redtail but we are on the verge of switching to Outlook simply because they have a native integration with Calendly. This would save our team time, money, and resources. There has been "internal discussion" at Redtail about this for some time now but never once have we received a substantive update or any progress. Is there any timeline for this integration? Thank you for your consideration!

    15 votes
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