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!

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  20. iphone notifications

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

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