Is it possible to have upcoming client birthdays emailed automatically to us rather than having to go into 'reminders' to get that information?
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
David Fazendeiro commented
It's crazy that this feature hasn't been added. Not everyone goes into Redtail every day and on the days you don't, you don't want to miss an opportunity to reach out to a client and wish them a happy birthday. It's embarrassing to forget and a feature that should be included in a CRM without a doubt.
Redtail should be able to send emails to me that remind me of client's birthdays
Alert advisor via email or calendar of client birthdays.