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. brosix integration

    Integrate Brosix messenger with Redtail to update the person added to task/activity in real time, perhaps calendar reminders as well

    4 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. Notification overhaul: less emails, more user specific notifications (tagging/mark as urgent)

    Our team feels like we get way too many email notifications and don't find them all to be equally useful. It would be nice if we could tag specific users for notes (as well as activities, but I did see that was already suggested). And then only those tagged would get a notification. Another idea is to be able to mark a note or activity as urgent so we can know which ones are something we really need to look into and prioritize looking at them. I also agree with the multiple comments on having a hyperlink in the email…

    4 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  3. Hyperlink directly into activity from email notification

    We get email notifications when someone has updated an activity, however, there is no hyperlink in the notification email that would easily connect you to the activity for your reply.

    Adding a hyper link option in the notification email would save a number of steps.
    Current process...
    1. Get the email, read the activity and prepare reply needed.
    2. Open a browser, go to redtail.
    3. Navigate to the client.
    4. Find the activity and click on the activity to open it.
    5. Write reply and submit.

    The suggested new process:
    1. Get the email, read the activity and prepare…

    14 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  4. FP Pathfinder integration - ability to change alert settings

    Currently with the FP Pathfinder integration after a client completes a task the notes automatically go to their notes tab. Then a task is created from that note - the problem is that note is defaulted to the CRM owner and can't be changed in settings as there are no settings for this integration other than active or not. Please create the ability for this tasks to be added to a team or another CRM user.

    6 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  5. Designate Reviews By Servicing Advisor

    We have 2 advisors who are servicing our 1000+ client base. With that many client's it is difficult to remember off hand which advisor services which client. We use the Review tool in order to remind us when it is time to reach out for a client's review. It would be great if there was a simple way to know which review went to which servicing advisor. One initial thought was to create a color link on the calendar. i.e Mark's client reviews are red, Ryan's client reviews are blue.

    Thanks for considering, I'm sure many other advisors would agree…

    9 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email Notifications- Activities vs. Notes

    Currently when a user marks a note with the "Notify User/Team" the User/Team gets an email with a link to log in to Redtail to view the note.
    Unlike an Activity when saved and completed the Title and the Description are completely displayed in the notification email.

    Can we have the notes fully display in the email. This would help keep teams all on the same page (especially when working remote).

    10 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add client name to subject line in email notification

    It would be nice to have an option of putting a client name in email notification that a note has been added. It would be a great reference feature for now and in the future if we needed to pull up the notification by name through the email subject line

    13 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  8. seminar attendee notification

    Add an option for a user to receive email notifications (and/or a workflow automation trigger) when a seminar attendee status changes.

    6 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow to notify when putting notes into a task from the calendar

    Please allow for notifying a member when putting notes in on a task from the calendar also would be very helpful if you could individually notify more than one person.

    9 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Please create an Auto-Renewal option for the Policy Renewal Reminders!

    Please create an Auto-Renewal option for the Policy Renewal Reminders Tab. Under Reminders, Renewals is not effective since we have to go in and manually update the day that the policy renews every year. Insurance policies renew on the same day every year, so an re-occuring or auto option would be the most user-friendly way to set it and forget it! :)

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  12. Turn off archiving of activity notification emails

    In using the email archiving system, we do not need to archive Retail activity notification emails since that information is already provided in the activities of the Retail system. It just adds a lot of emails that would need to be weeded through when trying to find important archived client emails. If we could just choose to exclude this email address from the archiving system, it seems like would resolve this issue. Redtail Notification notifications@redtailtechnology.com

    6 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  13. On Email notifications, put linked contact's name at the top of the email (with type/subject)

    On Email notifications, put linked contact's name at the top of the email (with type/subject) rather than at the bottom where we have to scroll all the way to the end of the email to see who it is for.

    2 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  14. Activity Push Notification

    It would be great to receive a notification on my phone (either via the app or from the database itself) 15 -30 minutes (customization option) before an activity.

    3 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  15. Notify Team Default

    Create a way to set activities to default notify a specific team vs always having to choose a team to notify when updating or completing the activity.

    3 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  16. email notification

    Notifications received via email provide a summary but no way to click a link in the email and go directly to the Note/Task/Contact record. It would save lots of time if you can hyperlink the Note/Task/Contact record. Currently you would have to view the email notification, log into Redtail, click around to search the contact/task before you can see the details or make any edits

    10 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  17. Notification Options - ability to select by activity type

    It would be great if we could have the ability to identify which types of activities we would like to be notified for (i.e. Appointments only, Tasks and Appointments, etc) instead of just a blanket Yes/No for all Activity Types.

    6 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  18. If we are going to get any use out of the birthday feature, we need to get a notification of a birthday one week in advance to send a card.

    What I want to see is an email notification about a current client's birthday 7-10 days in advance so I can send a card in the mail.

    4 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add a tagging feature, "@Advisor" for activities

    Add a tagging feature, like how Instagram has a tagging feature in comments to notify a certain user.

    Instead of getting a bunch of notifications for an activity that the advisor creates, the advisor can set their notifications off for activities, and once the task is done, operations/clerical can notify the advisor that said task/activity is complete by simply writing in the body of text of the task "@username task is complete" or "@username activity is complete"

    2 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automatically generate tasks based upon client birthdays

    I'd like a task to be automatically generated based upon a client's birthday. It could be pre-filled with options like:

    -Phone call
    -Send card
    -Send present

    It could also be scheduled in advance, depending on user preference.

    12 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
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