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.
1671 results found
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can you make it an option to have such a large block showing an event on the calendar. If I have 6 apts that day, it takes up the whole page
make the latest update an option. It now takes up too much space, a full day of apts,, I have to scroll up and down to see one day. Cannot do a snapshot of the week, or month now because of the scrolling.
Go back to the way it was,This is terrible for a user1 vote -
Showing "Versions" of notes
I understand why notes cannot be deleted, but when there is a typo or a bit of information is entered in incorrectly, rather than just adding a comment, it would be nice to edit/fix the note, but still leave the original. Like having the ability for a note to have multiple versions that are all viewable at any time, but the most recent being the one viewed from the "latest notes".
3 votes -
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 -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…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 -
MOVE CHAT BUTTON
we should move the instant chat button to the bottom left corner of the screen, instead of the right. It's constantly in the way when looking at account values and especially the total of accounts at the bottom of the page.
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 -
Would we be able to move the blocks for Workflows and Tasks around on the screen to create a custom experience?
Would we be able to move the blocks around on the screen to be able to create a custom experience? Personally, I would much prefer to have workflows at the top since those are usually more time sensitive than tasks.
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 -
Notice of Contact with same name
We previously were able to see a notice at the top of the add contact page that a contact already exists with the same name. This isn't showing up anymore and was really helpful since we have a lead source that generates several leads per month. Can we get this added back?
6 votes -
remove the circle with the initials you added to all the activities
Please remove the circle you added to all of the activities with the user's initials - or at least give us the option to turn it off. It's unnecessary information that's distracting and is taking up valuable screen real estate. Previously I was able to see the entire subject line of the activity, but now I just see the first few words and the only other thing that's visible in the activity is that annoying circle.
1 vote -
mark workflow tasks urgent
Mark workflow tasks urgent (similar to activities)
1 vote -
Add a Trigger Event for Automations for Calendar Entry- change or completion
Automation triggers that are tied to calendar entries- when added, modified or, specifically, completed. This could then begin post appointment follow up workflows.
9 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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