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.

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  1. Ability to change color for different priorities for tasks

    When entering tasks, it would be great to change the colors for different Priority numbers, especially 1 versus others.

    12 votes
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  2. 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.

    68 votes
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  3. Contact name hover over window customize-able

    When you hover over a contact name in calendar...a window pops up showing contact information like address, phone and email...I'd like to be able to have that window be customizable so that I could display the clients investment account balance at the bottom of the window.

    3 votes
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  4. 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

    5 votes
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  5. calendar attendees

    Would like the option of having two categories listed for meeting attendees - required attendees and optional attendees.

    10 votes
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  6. Scheduling

    When scheduling an appointment in the Redtail calendar, in the Create Activity box, please add a reminder option (advance notice option) and a 'no' attendee option and ample notes section so that scheduling is more functional like the Outlook calendar.

    4 votes
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  7. Outlook integration

    The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.

    35 votes
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  8. 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…

    36 votes
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  9. More Integration Options with Automated Meeting Reminder Platforms

    Fully integrate with more than one platform for automated meeting reminders. Right now you only offer integration with Appointment Reminder. Appointment Reminder is not a great product and is very frustrating to work with. It would be great to have some options with better platforms (Apptoto for example)....

    9 votes
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  10. Currently we are unable to use the redtail calendar to send meeting requests as a function of the outlook calendar to recipients.

    The goal would be to not need to send appointment requests through outlook directly in order to establish, confirm with participants, adjust time or day with other invitees the time, day, and location of an agreed upon appointment among two or more people. Currently we are unable to use the redtail calendar due to its limited ability to interact with outlook as changes occur

    22 votes
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  11. 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.

    17 votes
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  12. Retriever for tailwag working with Mac computers

    It would be nice to sync my Outlook calendar on my MAC with my redtail calendar.

    10 votes
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  13. weekly view of calendar needs to show attendees, just like monthly view

    weekly view of calendar needs to show attendees, just like monthly view.
    without having to pull down info and overlap next appointment time.

    14 votes
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  14. Calendly Integration

    Integrate directly with Calendly or have an online scheduler for appointments.

    172 votes
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    9 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Calendly integration--prevent tasks created in Redtail from synching with Google calendar

    Calendly integration is GENIUS, however, a key issue with Redtail’s Calendly integration is that Redtail activities categorized as "Task" flow to the Google calendar and appear as a calendar event. NO tasks should flow to Google; Google should be a pass-thru only from Calendly to Redtail’s calendar.

    Our business requirement: a solution where clients and prospects can see our calendar availability and schedule/re-schedule their own meetings with us; this is a very high business value to achieving internal efficiencies for our practice and for the client in being self-enabled and increasing their convenience.

    User scenario: Most Redtail users, I would…

    40 votes
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  16. Cloud Retriever - auto link contact from appointment generated in an outside calendar

    I use an online calendar (ScheduleOnce) so that my clients can book appointments at their convenience. They can choose between a phone call or in office appointment. They are prompted to enter their name and email address before the appointment hits my calendar.

    Currently, that appointment appears in my google calendar. Using the cloud retriever, this now shows up as an activity on my RedTail calendar. This part works seamlessly.

    The issue is, the end user (my client who originates the appointment) doesn't appear in the RedTail activity as a "Linked Contact." The email address that is used to originate…

    16 votes
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  17. Outlook and RedTail Calendar Integration

    I would like meetings I create in Outlook to also automatically create a meeting in my RedTail calendar.

    45 votes
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  18. 28 votes
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  19. Color code Appointments by Servicing Advisor

    It would be great if administrators could opt-in to having the system color code appointment activities on the calendar by servicing advisor.

    23 votes
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  20. Customize the back ground of Each Days Focus / Free / & Buffer (Color System)

    Being able to customize the Days of the weeks with Colors. So We Use Buffer Days (Blue), Focus Days (yellow), & Free Days (Purple). So this tell me that Okay Monday & Fridays are Buffer days which will be a light shaded Light blue thats for planning ect. (so New Employees know Hey this is blue or whatever color I can't set apts. here)!

    Well Tuesday - Thursday we decide to have them Focus Days so they can be shaded Yellow. This tells the admin. in the office that is working Anther Advisors Calendar that you can place Apt. on…

    12 votes
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