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. How do I contact an Epson customer service that does not print?

    Clean the print head, if necessary. Make sure the paper size, orientation, and layout settings in the printer software are correct. Make sure that your document Epson customer service does not contain blank pages. If the printer software has a preview option, you can check the blank pages before printing and remove them if necessary you need to visit our websitehttps://www.epsonprintersupportpro.com/

    1 vote
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  2. Save Before Closing Warning

    When you are updating a task, there should be a window that pops up to ask if we are sure we would like to close this page without saving progress. Far too often I forget to save when looking for something else in the CRM and it would be nice to have a warning that catches some of my human error.

    12 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  3. Remove client anniversary reminder if client is terminated

    I continue to get client anniversary reminders on terminated clients even though I have entered their client termination date.

    11 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  5. mobil app

    Please add Birthdays and reminders on the Mobil App.

    3 votes
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  6. 1 vote
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  7. Retirement date alert

    My office is adding in all clients retirement date, and it would be nice to be able to get an alert for upcoming client retirement date so that a manual activity does not have to be created.

    6 votes
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  8. 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
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  9. market watch

    Would like to see daily % change and YTD percentage return (ideally total return including divs!)

    6 votes
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  10. License Tracking

    It would be great to receive reminders to track agent licenses, or at least be able to run a license report so that we could periodically check to see if a license needs to renewed or if CE needs to be completed.

    8 votes
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  11. Have a banner that notifies us user of know tech issue

    Have a banner that goes across the RT to notify user of know tech issues or great updates to avoid us calling in, hold times, and tying up support line.

    4 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  12. IMPORTANT NOTES

    Just like you post birthday reminders in the green bar on the actual birthday you should have a red alert box at the top with the most important follow up questions from the last call or reminders about what you discussed on the last call. You shouldn't have to click anywhere to see it, it should just be up there.

    15 votes
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  13. 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
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  14. The "Important Information" Box needs to be more Visible or there needs to be a 'bigger indication' that it contains information rather than

    The "Important Information" Box needs to be more Visible or there needs to be a 'bigger indication' that it contains information rather than simply making it red. The Majority of us use the "Timeline View" when looking at a Contact because it gives us all Contact Information (phone #'s Email, TimeLine, upcoming Activities, etc) At A Glance. However, the "IMPORTANT INFORMATION" Box is excluded from this! Making it Red often times is not a big enough 'attention grabber' to let others know it contains Important Information. Please either automatically open the Important Information Box (Either as a Pop Up Window…

    9 votes
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  15. 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.

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

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

    6 votes
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  17. 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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  18. Add read receipt to Speak

    Add Read-receipt to internal speak messages.

    25 votes
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  19. 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.

    7 votes
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  20. 1 vote
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