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. Sync Redtail Calendar with Zapier with more options

    If there was an api to sync redtail calendar with zapier giving many available fields to then sync the redtail with acuity, calendly, etc.

    38 votes
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  2. 5 votes
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  3. Stop moving 'month view' calendar page after adjusting activities/ what happened to save/complete/new?

    Every time I am in the 'month view' in the calendar and I click into an activity and click 'save' or 'complete' or any other option, when the task closes the calendar is automatically brought to the top of the page (the beginning of the month). It is incredibly frustrating having to find my place on the calendar again, especially when there are a large amount of tasks in a month, and I am nearing the end of the month.

    Also, I want 'save and complete and new' option back. Why can I not create the next next task from…

    4 votes
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  4. typing dates

    PLEASE stop forcing us to type dates as dd/MM/yyyy and then click on the same date on the pop up calendar. We should be able to type the date quickly and easily - ddmmyy or ddmm with the year as the default current; as we were able to do so in LeapFrog Legacy.

    13 votes
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  5. Send client name via iCal sync.

    The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.

    4 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Month view on the calendar, would be great if the month view defaulted using the current week.

    When choosing month view have the calendar default to the current week so in the middle to end of the month you do not have to scroll through the current week is always the default.

    17 votes
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  7. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    similarly to how we can invite people to calendar events in Outlook or Zimbra

    719 votes
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    38 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  8. When entering a Social Security Number, the field auto populates the dashes. Can this feature be added to all date fields?

    When entering a Social Security Number, the field auto populates the dashes. When entering a date, we are required to enter the "/" or "-" or the field defaults to the current date.

    33 votes
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  9. Activities saved as draft

    When creating an activity, it would be really helpful to have that activity saved as a draft if you inadvertently leave the activity before saving it. If nothing else, a pop-up asking whether you're sure you want to leave an unsaved activity would help keep us from forgetting and losing all of the activity detail we already entered.

    297 votes
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    24 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Allow Color Coding on the Calendar by Advisor/Employee

    It would be nice to be able to color code our calendar by the person the task is assigned to rather than the type of appointment. I know others like the status quo so if there would be a way to choose between both features that would help out our company nicely.

    1,679 votes
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    137 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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