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.

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  1. give us an alarm feature like what is in outlook for upcoming events.

    I would like to see an alert feature that allows us to set alarms/reminders for upcoming activities. this feature has been a basic function of Outlook.

    5 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  2. alerts

    The ability to alert team members to comments made on past notes. Also the ability to comment on an email would be nice.

    1 vote
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  3. Billing Reminder Notification

    Please allow the user to differ the notification of the credit card on file expiring soon. It may be two months before the current card expires and the replacement card has not arrived yet. Every time the user signs on, they have to clear this notification.

    Please put an option in to pushed the next reminder out at least a couple of weeks. Customer service said the only work around right now is to enter a new card's information. (that creates more work in having the wrong credit card charged which spills over to expense reports/accounting and then having to…

    3 votes
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  4. Add read receipt to Speak

    Add Read-receipt to internal speak messages.

    12 votes
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  5. Speak - Disbaning Rooms

    Client does not get notification if room is disbanded. If they send a message to disbanded room, message does not go anywhere, client does not get an error msg that msg was not able to be sent. Client needs to be notified of disbanded rooms and needs to get an error message if send reply text to disbanded room.

    4 votes
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  6. 1 vote
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  7. Important Information

    It would be great if the Important Information is immediately visible by pop up when you open a client's account as opposed to hoping everyone will go digging for the information when interacting with clients.

    29 votes
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  8. dog barking

    Dog Barking sound ... Can we add some alternative sounds to the system? The dog barking has convinced all my clients that I apparently work from home which although may be cute, is not the case. Secondly, the other available chime option simply blends away with every text, ringtone, office phone, etc. that exists in a workplace. Until the pop-up feature gets incorporated which would hopefully work even if you are viewing a separate browser at the time of the needed reminder, maybe a few misc. sound options would suffice.

    3 votes
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  9. Please, allow for email notifications based on client birthdays. Thanks!

    Please, allow for email notifications based on client birthdays. Thanks!

    1 vote
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  10. Visible alerts

    Created a VISIBLE system to allow alerts of upcoming meetings or appointments to appear on whatever screen we may be working on. You currently have a bell red alert system that also allow for an audible alert. I think you have to be in the Redtail system to receive either. My suggestion would allow us to set alert time limits and to have them appear on our screens no matter what we were working on. I have missed several important meetings, calls, webinars, and appts since switching from our old system to Redtail. Please make this a priority.

    7 votes
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  11. Real time market data of indices, not a daily one time update... useless really

    Implement Market Data request here in the feedback forum. The current functionality and therefore usefullness or ability to rely on this section for much of anything is very limited. It requires us to leave the CRM to go to another resource for information on Markets, to view alerts/set alerts, etc. The purpose of CRM is to keep you engaged in one platform and system to do all you can do there.

    1 vote
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  12. Alerts for tasks others assign for you

    Is it possible to get some sort of ding or sound notification when you have a new task added to you instead of having to back and forth to the Today page and view it from there?

    2 votes
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  13. reminder

    I would like a pop-up reminder (think Google calendar) for appointments, on the phone app. This would be useful if it allowed a customized (1 hour in advance, etc.) setting, unique to each appointment, that would have an audible and pop-up reminder on the phone.

    4 votes
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  14. New alert feature for when a workflow step has moved to you

    New alert feature for when a workflow step has moved to you - so in the right hand corner of the home page it will have a notification pop up so that you know a new task has been moved to you. Otherwise people forget to click there.

    9 votes
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  15. Things to do today

    PLEASE let us set the Activities default on our landing page to "past due and today" or "past due and next 7 days". I'm REALLY, REALLY tired of having to change it every morning.

    18 votes
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  16. To have Redtail Sign User out if internet connection is broken

    I would like to see the CRM close out automatically when internet connection is disrupted or throw a warning that internet was lost and items will not save.

    3 votes
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  17. having a 18 month or 1.5 year option for annual reviews

    We have some clients we need to see every 18 months but there isn't an option to set the next meeting to a year and a half out.

    4 votes
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  18. 4 votes
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  19. 3 votes
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  20. 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.

    8 votes
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