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.
174 results found
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calendar arrows
Please put the arrows for advancing a day (week, month) or going back a day (week, month) next to the Today tab.
3 votes -
Initial bubbles
Please remove the initial bubbles/icons. We color code each user, so we have no need for these bubbles. The problem with the bubbles is they make the all-day section of the calendar exceedingly long, so you have to scroll excessively to get to the appointment calendar.
3 votes -
Disable the Attendee dots
Hello. This new feature takes up a lot of room on the calendar. I am the only internal attendee for most of my events. It would be nice to be able to disable the attendee dots.
3 votes -
Calendar - View by Month
Reduce the size of each scheduled activity showing on the calendar.
The recent enhancement significantly increased the size of each activity block, making it more difficult to view one month without much scrolling.1 vote -
Our current situation: We are a smaller company with two offices and 2-3 employees in each office. We all view the same calendar but have c
Our current situation:
We are a smaller company with two offices and 2-3 employees in each office. We all view the same calendar but have chosen our own colors to mark our appointments, tasks, etc.Problem:
We would like to have all of our calendars automatically use the same colors when creating an appointment, task, etc. without having each employee manually input the # code for the color.Example:
I create an appointment for tomorrow where another employee will have to attend. I create the appointment and tag the employee. On my computer its blue but for the other employee…1 vote -
put arrows back on calendar to go to next or previous day/week/month
Please put the arrows back on the calendar to go to the next day/ week/ month, and the back arrow to go the other way. I am Having a hard time scheduling with those buttons gone.
3 votes -
Hide Linked Attendee from calendar events
With the recent changes to the calendar, each calendar event has an icon showing the attendee it is linked to. Please implement a way to have the option of showing or hiding this. Thank you!
3 votes -
Calendar View - Please Take Away Icons
I prefer the old view of Redtail's calendar, we do not need the circular icon on each event indicating the initials of who is involved in the event. It takes up too much space and impacts the overall view of the month. Please take away those icons. Thanks you.
1 vote -
Add toggle to remove attendee "bubbles" from Calendar
On 03/01/2024, Redtail added new "bubbles" to the calendar that show meeting attendees, which is VERY inconvenient for viewing all day tasks (it made them HUGE all of the sudden). Can a toggle switch be added to remove those bubbles and to go back to the way Redtail was before 03/01/2024?
3 votes -
Remove Attendee Avatars on Calendar
Please make the attendee avatars on the calendar optional. The avatars are too big and are an annoyance for how my company utilizes tasks. If the attendee is just one person, it is unnecessary. The option could be to include avatars if there is more than one attendee.
3 votes -
3 votes
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Disable the Attendee Dots
Please give me an option to disable the attendee dots. Right now I have a calendar packed with my own initials. The dots take up too much space on the screen. I know I am in my appointments. Seems redundant at best.
If not, how about some guidance on how to best use this annoying new feature?
3 votes -
All Day Activity Toggle
The new feature of User's initials on activities has made the All Day Activities section much longer. It would be great if there was a toggle button to easily hide/show the All Day section. I know that you can click Actions and then hide/show All Day Activities, but making this an easy and obvious single click would be much more convenient than a hidden two clicks.
3 votes -
shrink the calendar activities on Calendar view to same size as before the updates.
I view RedTail from Calnedar view. The update expanded the "all day" activities to take more space (maybe the one line for the dot). The additional space pushes my daily scheduled events down to a second page. I prefer seeing everything on one page.
1 vote -
Take off attendee initials in calendar tasks
Please please please, take off the feature just recently added where attendees' initials are in a little circle under each task in Redtail calendar. It makes each task take up two lines in the calendar instead of just one. Very visually confusing.
3 votes -
Calendar
Calendar entry boxes on Calendar are TOO big. Admins have a difficult time because boxes are too big - Please bring back the smaller boxes, too much wasted space in text box.
3 votes -
initials in calendar
Regarding the initials that are now showing in every task and appointment in the Calendar view - give us the ability to not have them there! They make the calendar too long and we have to scroll more.
3 votes -
Allow to toggle linked attendees icon on calendar, poor use of space.
Allow to toggle linked attendees icon on calendar, poor use of space.
3 votes -
Put today button back on the front of the calendar page
Add the Today "quick" button back on the calendar page.
3 votes -
RT Enhancements
PLEASE add back a TODAY button next to the day,week,month buttons!!
3 votes
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