Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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56 results found
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Wedding anniversary not be reported properly on Reminders Page
On the Reminders page, when you are looking at wedding anniversaries, the message is: "9th Wedding Anniversary for x and y",
when in fact it should say 10th Wedding anniversary. The message is telling you how many years they have been married, not what the upcoming anniversary is going to be. This is not consistent with the way birthday reminders work, where the message is telling you how old the client is going to be on the upcoming date. This used to work, but at some point in the last few months it has changed.To be clear, you may…
6 votes -
ability to add alerts to a record that shows at top of record
Ability to do a custom alert on a record that shows at the top like deceased does...
6 votes -
Notifications
When appointments/meetings are scheduled, we would love an option to have an audible ping or pop up notification at a scheduled time (5, 10, 15, 30 minutes) before the appointment.
6 votes -
Expand the dashboard times
Have the Dashboard cover more than just today, possibly a rolling week or some longer period of time for Activities and Workflows. The due date (today) designation isn't nearly as important as seeing what's coming due and needs to be worked on in order to be done by the due date (today.)
6 votes -
Meeting alerts in the mobile app
Please add a feature to the mobile app that will automatically vibrate the phone or have a unique ring tone to alert us of upcoming meetings / events such as 30 mintues before or 60 minutes before the activity, similar to the desk top feature.
5 votes -
add client date of birth on mobile devices
Please add client birth date as a pop up every day on the mobile device.
4 votes -
4 votes
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"Birthday Today" Green bar should be listed on both spouses contact record
When you pullup a client with a spouse/Significant other, and one has a birthday, it would help if it shows on both contact records. For example, You call the wife to chat and then realize it was the husbands birthday, you won't know because the Green bar is only on the Husbands contact record. (I know it shows in the calendar, but Advisors need info fast)
4 votes -
Please, allow for email notifications based on client birthdays. Thanks!
Please, allow for email notifications based on client birthdays. Thanks!
4 votes -
Automatically Alert Team Members of Updates and Adjustments
Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.
4 votes -
mobil app
Please add Birthdays and reminders on the Mobil App.
3 votes -
Make it easier to generate searches...NO +, &, =, greater than or less than nonsense
Make it easier to generate searches...NO +, &, =, greater than or less than nonsense, very confusing. If we select a financial Professional it should be the person or persons, no one else. Birthdays per prof. should not have others in the list
3 votes -
log in notification
Given the increasing scrutiny of cybsersecurity related issues, it would be helpful to have an automatic email sent to the end user any time a new device logs in to your account similar to how google and a number of other vendors operate. This would allow end users to be notified of suspicious log in activity. If it could go to the admins as well that would be helpful.
3 votes -
Alert choices should be built into the editing of an appt/task/activity etc.
Alerts should be a choice when setting up a task activity or appt. We should be able to assign it to only the items we want to be alerted to, not just "on" or "off". There should be choices for time, how many alerts, type of alert, etc similar to Google calendar alerts. Thanks!
2 votes -
Display a warning or automatically select the closest review date if frequency skips next review based on an invalid date.
If a review frequency is chosen that causes the next review to fall on a date that doesn't exist, display a warning or automatically select the closest next review date in that month.
1 vote -
1 vote
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