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Welcome to our official Redtail CRM feedback forum!

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9 results found

  1. "Today" Button on Calendar

    Please, please, PLEASE bring back the "today" button on the calendar. I know that I can still access it through the little calendar icon and then clicking today, but I know I am not the only one that uses that button a ton and would prefer to have it easily accessible and not hidden.

    25 votes
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    1 comment  ·  Calendar  ·  Admin →

  2. Color coding for Employees/Advisors

    We are needing a way to color code per our advisors/employees, not just for different activities. Is anything planned for this??

    32 votes
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    1 comment  ·  Calendar  ·  Admin →

  3. calendar color coding each calendar user

    Have a different color for each calendar user - For example - my supervisor and I share calendars - to know which calendar items are mine and which are hers - would be nice if we could use a different color to distinguish between the two. Also, can the color be changed for each task/appointment without changing the color of the entire calendar?

    24 votes
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    1 comment  ·  Calendar  ·  Admin →

  4. Adding color coding for advisors

    As of now, the color coding technology is in place for categorizing by activity type. I currently work as a registered assistant for 3 different advisors all integrated with Redtail. It would be great if I could color code my calendar by advisor also instead of just by activity type. When I see client meeting pop up I know what type of meeting it is by color but it would much more useful if I knew what advisor it was for instead. Thanks in advance!

    54 votes
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    3 comments  ·  Calendar  ·  Admin →

  5. Color Code by Advisors in the Office.

    It would be extremely helpful and convenient if we were able to color code our calendars by the advisors/representatives in our offices, that way at just a glance we could see who has a meeting and when. Currently we have to hover over or click on the appt. to see which advisor will be in the appt.

    13 votes
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    0 comments  ·  Calendar  ·  Admin →

  6. setting calendar colors by employee

    One calendar is used for 10 employees - would be helpful if we had an option to set colors by employee vs categories etc.

    29 votes
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    1 comment  ·  Calendar  ·  Admin →

  7. It would be most helpful to be able to color code appointments by who's appointment is noted (who, meaning person in our office).

    I make appointments for several people in our office. It would be helpful if they could be color coded so at a glance I could pick out who's appointment is whose.

    30 votes
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    0 comments  ·  Calendar  ·  Admin →

  8. 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.

    29 votes
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    0 comments  ·  Calendar  ·  Admin →

  9. 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.

    1,721 votes
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    142 comments  ·  Calendar  ·  Admin →
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