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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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?
6 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 -
Calendar that Clients can schedule on
We need the ability to send our calendar to our clients so that they can schedule a time right onto our calendar to meet. This way what we already have marked off will show up and there will be no confusing on if they can schedule at a specific time. Like calendarly but then this way we will not need to integrate anything.
9 votes -
Timezone
I am a part of a wealth management group in Puerto Rico, where we use Atlantic Standard Time (AST); which does not have daylight savings time. RedTail does not have time zone features after Eastern Time.
I would like to see if this inclusion could be possible for us to fully implement RedTail's features.9 votes -
non timed activity - not list as "all day" because blocks out entire day so clients can't schedule meeting that day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
listing non-timed activities not as "all day" because cancels out entire day disallowing anyone to schedule a meeting that entire day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
Request to Combine Married Client Review Reminders
I have a suggestion regarding client reviews. If two contacts are married, it would be helpful if they appeared as a single reminder instead of separate ones. Currently, having separate reminders for both individuals clutters my calendar. Combining them into one reminder would make the calendar more organized and easier to manage."
7 votes -
Customize Client Reviews Reminder Colors by Financial Advisor
I am requesting the ability to customize the color of client review reminders in your calendar. Specifically, I want the reminders to be color-coded based on the assigned financial advisor. This will help distinguish between the five financial advisors on our team and make it easier to identify which reminders correspond to which advisor.
1 vote -
Calendar should always default to current day/week/month
Calendar should always default back to the current day/week/month. Just like Outlook, Salesforce, etc. When you jump to a different week and then over to a contact record and back to the calendar, it should bring you back to the current day/week/month.
1 vote -
Color on activity should have transparency or ability to only have the color on 50% of the activity box
The color of the activity should be adjustable to be transparent or only taking up 50% of the activity. We have a weekly activity that saves a 1-hour time slot in our calendar so that if a client has an emergency and needs to get in quickly then we have a time that is reserved that we can fit them in. With the activity being opaque in color it sometimes gets missed by admin who schedule because they mistake it for an appointment or task even though the color is different.
3 votes -
Add contact/client names to appointments on calendar
When booking an appointment on the calendar, we need the names of the clients if there are 2 or more. If it is one name it currently shows it, but 2 or more (like husband & wife) it shows 2 contacts. We would like it to show all contact/client names.
6 votes -
Categories
It would be nice to see the category on the Activity. For example, I have created a "Client Meeting Type" and select an "Annual Review Category" that I created. The Category would appear somewhere on the Activity in the calendar view, so I can easily see what meetings my advisors are having.
4 votes -
SHOW MINI CALENDAR POP UP FOR SCHEDULING CONFLICTS
When a scheduling conflict arises in RedTail, a red notice appears at the bottom of the screen, but offers no alternative open time slots to use. When creating an activity/task/appointment/follow-up, for oneself and/or someone else, there is an issue with finding alternative open time slots when time conflicts arise. Our suggestion is to have a small pop up mini-calendar window showing open time slots to schedule activities for oneself and also on someone else's calendar.
1 vote
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