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.
-
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 -
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 -
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 -
1 vote
-
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 -
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.
1 vote -
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 -
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.
1 vote -
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
6 votes -
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.
5 votes -
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 -
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"
1 vote -
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 presentIt could also be scheduled in advance, depending on user preference.
12 votes -
mark reminders as done
I would really like to be able to dismiss reminders once I have have handled them, instead of seeing them for 3 weeks even thought there done.
1 vote -
show late activities in the current activities without having to sort
Instead of late activities having to be sorted via late activities, they should show up daily with a late flag rather than for the user to have to go back and sort for late. Nothing will fall through the cracks that way.
1 vote -
For Notes - Notify "Servicing Advisor"
When putting in notes, instead of having to find who the servicing advisor is first. It would be nice to have an option of "notify servicing advisor".
9 votes -
Notify user/team functionality in the Redtail App
It would be great if, in the app, when you completed a note, and added it to the client's record, that you had the option to notify a user/team of the new note being added, similar to how you can do it after entering a note in the actual CRM.
2 votes -
Linked Contact at TOP of notification.
The linked contact is currently at the bottom of the page- Since the information in the description requires context of " who are we talking about" I think the linked contact ( and maybe the "updated by" would be better positioned at the TOP of the notification.
I get 25-50 of these each day - I'd like to know the client's name FIRST.3 votes -
I would love to have an audible notification when I am assigned an activity. If I am working at my desk, but not in email or Redtail, I wou
I would love to have an audible notification when I am assigned an activity. If I am working at my desk, but not in email or Redtail, I would like to have an immediate way of knowing when I have been assigned an activity. An audible dingle of some sort would be most helpful. Thank you!
5 votes -
iphone notifications
on mobile devices, having an alarm/notification ahead of scheduled items would be very useful!
10 votesRedtail’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!
- Don't see your idea?