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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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 -
Attendee Dots
Please allow us to remove these new attendee dots showing up on the calendar. I think many people don't need them. My calendar was already crowded and now it makes it worse. Thanks for your consideration.
3 votes -
bring back the "Today" button on the Calendar PLEASE
I am lost. The "TODAY" button on the calendar is sorely missed. When you are booking months and weeks in advance, it is nice to select TODAY and are back to the task and meetings at hand.
1 vote -
Please bring back old calendar or give us legacy version.
Bring back old version of calendar or give access to legacy version. Going forward on new 'lipstick' launches it would behoove developers to have a toggle button (like everyone else in the world) to try new version or not. You can easily track this data and see what the percentage is on usage. No rocket science. Much better than unhappy group.
3 votes -
today button
Bring back the "Today" button on our calendar.
1 vote -
The Today Button on the calendar is gone
With the new re-design of the calendar, the "Today" button is gone. Please please bring it back!
Update 3/5: THANK YOU!!! I'm so happy to have this button back! Our whole firm celebrated. Many many thanks!
3 votes -
Please Replace the "Today" Button on the Calendar
The latest update removed the front facing "Today" button from the Calendar, making it harder to navigate back to the current day when needed.
3 votes -
The initial bubble on appointment boxes for clients is not feasible for every office.
We are having a hard time with the new initial bubble on appointment boxes on the calendar. We have 2 advisors with the same initials and it's extremely difficult to decipher who's appointment the client is for when scheduling appointments. Please change back to full names on appointments.
6 votes -
Bring back the "Today" button on the calendar
When the buttons with the initials of people in a meeting was added, the Today button was removed. I used that often when I was looking out on my calendar to schedule a future appointment and then wanted to get back to the current week quickly.
1 vote -
Bring back the original 'This Week' toggle button.
We wish you would not have removed the 'this week' button between the day/month buttons. Now, when we schedule something a few weeks/months out, we now have to manually scroll back to the current week. Previously we could just hit the 'this week' button and be immediately there. It wastes time for sure.
1 vote -
agustafson@focusfinancial.com
Please bring back the today button on the calendar page.
1 vote -
ADD THE TODAY BUTTON BACK ON THE CALENDAR SCREEN!!!!!!!!!!
Add the Today button back on the calendar screen! This should never have been removed! Wasted clicks getting back to today when moving back or forward though the months.
3 votes -
Attendee Dots on Calendar- Preference option
Have there be an option in preference to remove the attendee dots. This can be very distracting. All I'm able to see in my calendar at the dots and it looks very busy. Also, if you have more than one employee with the same initial then it defeats the purpose of having a quick glance to see who is in attendance. This is not a helpful feature and I would like the option to remove it.
3 votes
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