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.
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  1. Notification for Past Due Tasks

    One prob we have is people not leaving notes after a review/activity that is several days past the end time/date.
    In Automation, please add TRIGGER EVENT = ACTIVITY PAST DUE, and then give us a way to select IF ALL CONDITIONS = WORD SEARCH, then we can (like notes) use a FILTER and search open review activities over 24-48 hrs past end time/date so we can automatically notify a User (either advisor or assistant) to get it completed. Almost like Mom reminding us to take the trash out, but automated.
    I understand we can look at past due open activities,…

    8 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Email Birthday Reminders to Staff Weekly

    When you currently click on birthday reminder, all that does is show a little "1" or "2" or so on next to birthdays on the reminder screen in RedTail. If you forget to check that little area or do not use Redtail for the day or on a weekend, you could easily miss a birthday. It would be nice to have an email sent to our email addresses as a reminder of who has birthdays each week so we can send out letters.

    18 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
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