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.
222 results found
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bubble stays open too long on calendar when hover over subject
The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.
26 votes -
Calendar Sync
The fact that we cannot truly sync google calendar to redtail calendar is a big problem, rendering automation templates essentially worthless to initiate workflows. This could easily be fixed and should be a top priority, as it eliminates hours of work per week spent in manually assigning workflows.
16 votes -
Please improve the Ical feature so Redtail calendar can work with ical.
Please work on making Redtail calendar more compatible with Ical.
4 votes -
Color code or allow hiding of completed workflow tasks.
Color code or allow hiding of completed workflow tasks so I can tell, with a glance, which workflow tasks need my attention.
15 votes -
Full Integration with Schedule Once
Integrate ScheduleOnce with Redtail calendar.
29 votes -
information bubble on calendar
When hovering over an activity on the Calendar, the information bubble remains open for too long.
7 votes -
Calendly Integration
I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?
43 votes -
calendar
Add a feature to hover over the event on the calendar to then "Save & Complete", "Delete", etc. so you don't have to click into the event to do that.
24 votes -
calendar
Suggestion- add a search feature into the calendar itself.
20 votes -
Send invite to contact when scheduling an appointment
Most programs today allow you to send in invite to the contact you have schedule some type of appointment with to add it to their calendar and accept or decline it. Why doesn't Redtail do this?
32 votes -
Add 2 contacts to calendar event
It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.
I know you can add another after the fact, but that takes longer.
40 votes -
Provide a link to client to schedule a meeting during a block of time on calendar
Allows us to create a link to send out to multiple clients allowing them to choose a time slot during a specific period of time to schedule a meeting. Once selected that time slot would disappear from the options to the other clients.
40 votes -
Calendly Integration
Calendly Integration is needed more than ever with Coronavirus and clients and prospects not being able to come into the office. This should be a top priority.
74 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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it would be nice to actually view the different user's Calendar colors
when we choose our own individual Calendar colors, we use that to individualize because we compare our Calendar colors with another co-worker. So when we look at both Calendars, we need to see the 2 different colors, not have them look the same because that is our "view" from the color we chose for that activity
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Outlook integration
The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.
75 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Redtail Scheduling
Just like you guys have Redtail imaging it would be nice to have Redtail scheduling! An integration where clients can go to our websites, or we can send links out via email to schedule appointments. Either a phone call or in office appointment. Client can see set times and dates available and they pick what they want. They can even leave a note about what they want to talk about in their appointment. System would send out a reminder email to the client the day before. Client could also cancel from the reminder email with a reason. It would be…
55 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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It would be very helpful if Red Tail had an automatic refresh.
I work with a client appointment calendar and unless I remember to refresh the calendar, I won't see cancellations or changes to our daily appointment schedule.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Retriever for tailwag working with Mac computers
It would be nice to sync my Outlook calendar on my MAC with my redtail calendar.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Calendly Integration
Integrate directly with Calendly or have an online scheduler for appointments.
207 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Outlook and RedTail Calendar Integration
I would like meetings I create in Outlook to also automatically create a meeting in my RedTail calendar.
68 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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