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

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.

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! :)

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>

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.

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.

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.

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

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.

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.

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"

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.

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.

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.

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".

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.

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.

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!

on mobile devices, having an alarm/notification ahead of scheduled items would be very useful!