Redtail CRM
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26 results found
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Show whose database you're in..
Please add a feature that shows you which database you are in.
i.e. have the advisor's name on the top of the page to the right of the search contacts bar.
For those of us who need to switch back and forth a lot it's easy to forget which advisor's database you are in. Also if you could make it simpler to switch databases (like a one click switch instead of 3 clicks) that would also be much appreciated!
36 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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Apply different time zones to different events in Calendar
When creating/editing events in the Calendar, we should be able to enter a time zone for that specific event, so that it adapts to each time zone. Very difficult to schedule events that do not occur in the same time zone as they were created.
78 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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"Meeting Not Held" button to clear appointments on the calendar
It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…
56 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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Location on Calendar
The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!
79 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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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 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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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
35 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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