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!

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  1. 1 vote
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  2. 3 votes
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  3. It would be nice set an alert, reminder, on a per activity basis as opposed to a preference for all activities.

    It would be nice set an alert, reminder, on a per activity basis as opposed to a preference in settings.

    7 votes
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  4. Add notification to a note entry

    Add the ability to manually notify a particular user when adding a note to a task or activity when they are not a member of the team to be notified or otherwise are not indicated as an attendee.

    4 votes
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  5. alert

    It would be nice to be able to set a Sound Alert with in the calendar:
    1 hour , 30 min , 15 min before an event.

    7 votes
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  6. Alerts for Schedule Appointments

    It would be super helpful if we had the option to add an "alarm" or "alert" to a schedule appointment. As we all know, sometimes our days become extremely busy and we might miss a thing or two. If we had the option to add and alarm or alert to an appointment that we schedule in the calendar, and we could set the timing of the alert (ie 5 minutes before the meeting takes place) to pop up and remind the user that is attached to the appointment, I think that less things will be missed.

    7 votes
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  7. Set Alerts or Reminders to go off prior to a date in a UDF field

    We would like to be able to set an alert or reminder for all UDF fields with dates to go off at a specified time prior to that date. For example, we set up UDFs to tell us when our clients' investments mature, but would like to be notified one or two weeks prior to that date.

    3 votes
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  8. Add Sound Notifications for Speak

    It would be nice to hear when we receive a message from someone on Speak

    9 votes
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  9. redtail speak

    Redtail speak defaults to send after hitting enter rather than moving down a line

    1 vote
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  10. More and varied reminders for tasks, appointments, etc. One is not enough!

    We need to be able to add multiple reminders for events, tasks, etc. Now we have one reminder. I want 1 day before, 2 hrs before, 1 hr before, 30 min, 15 min, etc; whatever and as many as I wish.

    7 votes
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  11. Reminder Notifications of upcoming appointments on Phone Application

    It would be nice to be able to assign certain appointments to give a notification alert ahead of the appointment from the phone application. For example, assign a certain appointment to send a notification/reminder the night before it is scheduled.

    19 votes
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  12. Alert reminder pop-up such as Outlook

    I see that others keep posting about alert reminder pop-up options that allow for snooze/setting reminders for times other than 30 min. etc.. The feedbacks continue to be "completed" with addressing the issue as the alert bell at the top of the right-hand corner, or the dog barking 30 min before a given task/appt.. I'm not sure that is addressing the concern as there is a need for pop-up reminders such as found on Outlook. Is it possible to link Redtail and Outlook calendars? This way I could use the functionality of Outlook reminders and it wouldn't necessarily matter if…

    23 votes
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  13. important information should be displayed in a banner across the top of client page

    i.e. we have a client who is suspicious of the internet and does not want his information in any emails. We frequently communicate with clients that way so we really need a big red warning "DON"T EMAIL" right under his name

    14 votes
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    2 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  14. Email alerts

    Email an alert that a new activity was posted and in the email show the name and the activity note so you do not have to go into redtail to see the note. This is very helpful for managers who want to see the activities and details of their employees.

    4 votes
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  15. 1) Create a way to list important alerts on CRM files as a moving banner on the client contact page

    My old CRM program had a feature where we could write in a speical alert or message for the client that would scroll their contact page as a notice. I realize Redtail has an alert (exclamation point) on the contact page that gets activated if we enter in a message, but that's cumbersome and easily forgotten. As an example of why I think such a banner or space for such a notation is necessary: I have a client that had identity fraud a few years back. She has us verify it is her everytime she calls. When new staff start…

    4 votes
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  16. A new warning "deleting this contact will also delete from Membership, are you sure you want to continue?"

    When deleting a contact add to the warning that it will also delete from any memberships. I wasn't sure why we had some business contacts in our contact list so I deleted them but it turns out that it then deleted those business contacts/employers from our clients contact page.

    3 votes
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  17. 29 votes
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  18. Make Alerts more Alerting

    I have missed too many webinars because your alerts are so ineffective. I often have the volumn turned off on my computer (thanks autoplay videos) and have no idea that something is starting. Maybe allow more of an alarm function that makes me deal with it no matter what window I am looking at or that I look at even if my sound is off or not.

    24 votes
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  19. Click through from activity update e-mail to the activity

    If you get an activity update alert email, it would be more efficient to be able to click a link in the email and have it take you directly to that task.

    14 votes
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  20. I would like to receive a notification before the activity occurs on the App.

    It would be wonderful to receive an notification of an activity coming up 15 min before. Similar to Outlook

    48 votes
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