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!

When we have a meeting or appointment coming up, we should be able to receive an e-mail notification or a notification on our phones about it coming up (in 15, 30, 60 min, etc.). We are not always near our computers in the office and this would be very helpful for reminders.

Let the description of a task be emailed to guests added on the task as we don't input sensitive material into tasks, we just track progress. Or lease make it option for people that aren't posting sensitive material in their tasks to be more efficient

We would like that the workflow could send e-mails to our customers, when one of the steps is completed, in that way they would have more information and a better service

I would like to be able to see the activity 'category' in the email notification of an assigned activity. We are using that to identify the type of account being requested for processing and would like to see it within the email rather than having to click into the activity to see what type of request it is. For example, we may select "New Account Processing" as the activity type, and then select "Brokerage Account" from the category menu, but we will only see "New Account Processing" in the email; not "Brokerage Account".

Please add a link at the bottom of the notification that would open the activity in a new browser window

It would be helpful to see all of the changes made for clients the advisor is assigned to throughout the day in a summary format rather than just getting multiple automatic e-mails when an address or other piece of information is changed.

see subject line.

-Customize the email subject of a workflow task being assigned. Include link to workflow in that email also.