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Welcome to our official Redtail CRM feedback forum!

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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.
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How can we improve Redtail Technology's CRM?

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69 results found

  1. Add the ability to include calendar information in email templates.

    I utilize a template to remind clients of upcoming meetings and it'd be great if the date/time could be automatically included in the email based on what is in my calendar.

    6 votes
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    0 comments  ·  Calendar  ·  Admin →
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  2. Allow Admin to choose which users can view other users calendar

    We would like the capability to block users from seeing others calendars.

    15 votes
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    0 comments  ·  Calendar  ·  Admin →
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  3. Filter indiviual advisor's client's birthday reminders.

    On the calendar, add the ability to filter out a specific advisor's client's birthday reminders.

    Ex: In the Richmond, VA office you could have a choice to just see the Richmond Advisor's client's birthday reminders on the calendar.

    128 votes
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    11 comments  ·  Calendar  ·  Admin →
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  4. Calendar User Display

    I'd like to be able to view MY All Day Activities at the top of the calendar while simultaneously viewing ALL Users scheduled activities.

    I don't need to see everyone else's All Day events BUT I do need to see everyone's scheduled meetings. I'm constantly having to toggle between viewing Only Myself & Everyone.

    Please make the viewing preferences independent of each other. All Day vs Scheduled calendar views.

    7 votes
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    0 comments  ·  Calendar  ·  Admin →
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  5. Calandar: Monthly View "At a Glance"

    When looking at the calendar view (monthly), it would be beneficial to be able to view the entire month "at a glance" opposed to just the current 3 weeks. As it stands, you have to scroll down to see the 4th (or 5th) week. There is plenty of real estate on that page and you should be able to see the entire month.

    Also, it would be nice to have the ability to group Saturday and Sunday next to each other in the weekly and monthly views as opposed to having the weekends broken up on both sides of the…

    99 votes
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    1 comment  ·  Calendar  ·  Admin →
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  6. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Calendar  ·  Admin →
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  7. Review Date Reminders

    When a client is changed to termed, inactive or deceased that their client review reminders no longer appear in the calendar.

    61 votes
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    Received  ·  2 comments  ·  Calendar  ·  Admin →
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  8. Task list

    I would like to be able to have a running task list on the right hand side of the calendar screen so I can keep track of tasks that don't necessarily need done on a certain date. Similar to a note pad or something like that!

    102 votes
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    5 comments  ·  Calendar  ·  Admin →
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  9. calendar scroll

    In month view I prefer to have the current week near the top so I can see last week and the next few weeks. Near the end of the month I can't see what's coming up. Thanks

    32 votes
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    3 comments  ·  Calendar  ·  Admin →
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