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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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55 results found

  1. Speak Alert in CRM

    Under the old speak when there were unread messages there was a notification of the number of unread speak messages in the CRM Speak icon (three dots). This no longer happens. You must have the speak window open to get a notification, which is not optimal. It takes me much longer to notice speak message notifications than before.

    I would like to have speak notifications be made in the CRM window where they used to be, since the CRM is always open.

    3 votes
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  2. Speak Alert in CRM

    Under the old speak when there were unread messages there was a notification of the number of unread speak messages in the CRM Speak icon (three dots). This no longer happens. You must have the speak window open to get a notification, which is not optimal. It takes me much longer to notice speak message notifications than before.

    I would like to have speak notifications be made in the CRM window where they used to be, since the CRM is always open.

    4 votes
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  3. Automatically Alert Team Members of Updates and Adjustments

    Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.

    1 vote
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  4. "Birthday Today" Green bar should be listed on both spouses contact record

    When you pullup a client with a spouse/Significant other, and one has a birthday, it would help if it shows on both contact records. For example, You call the wife to chat and then realize it was the husbands birthday, you won't know because the Green bar is only on the Husbands contact record. (I know it shows in the calendar, but Advisors need info fast)

    4 votes
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  5. Important Information Banner

    It would be a super helpful feature to have an Important Information Banner automatically pop up when visiting a clients page. This could be a helpful feature for stating information like:
    - Client is hard of hearing
    - Clients' name is pronounced....
    - Client does not want reviews e-mailed to them, only mailed.

    This would mimic the green banner that shows when its a clients birthday or the red banner that shows that a client is deceased.

    This Important Information banner could be yellow or orange to separate it from the above two features.

    Thank you!

    3 votes
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  6. Make it easier to generate searches...NO +, &, =, greater than or less than nonsense

    Make it easier to generate searches...NO +, &, =, greater than or less than nonsense, very confusing. If we select a financial Professional it should be the person or persons, no one else. Birthdays per prof. should not have others in the list

    3 votes
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  7. Autogenerated fields based on age criteria

    It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )

    59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,

    32 votes
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  8. It'd really be nice to have the ability to apply multiple alerts in intervals

    It'd really be nice to have the ability to apply multiple alerts in intervals. As an example, remind me 1 day ahead, 2 hours ahead, and then 10 mins ahead. If that can be added, I’ll never be late for anything again. The end user would be able to apply in days or minutes of their choosing in multi-intervals.

    12 votes
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  9. ability to add alerts to a record that shows at top of record

    Ability to do a custom alert on a record that shows at the top like deceased does...

    3 votes
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  10. Pop-up alert when scheduling a task/appointment for someone that is busy

    A pop-up alert when scheduling a task/appointment for someone that already has an appointment booked for that time slot or is out of the office all day.

    3 votes
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  11. Display a warning or automatically select the closest review date if frequency skips next review based on an invalid date.

    If a review frequency is chosen that causes the next review to fall on a date that doesn't exist, display a warning or automatically select the closest next review date in that month.

    1 vote
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  12. Expand the dashboard times

    Have the Dashboard cover more than just today, possibly a rolling week or some longer period of time for Activities and Workflows. The due date (today) designation isn't nearly as important as seeing what's coming due and needs to be worked on in order to be done by the due date (today.)

    6 votes
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  13. Wedding anniversary not be reported properly on Reminders Page

    On the Reminders page, when you are looking at wedding anniversaries, the message is: "9th Wedding Anniversary for x and y",
    when in fact it should say 10th Wedding anniversary. The message is telling you how many years they have been married, not what the upcoming anniversary is going to be. This is not consistent with the way birthday reminders work, where the message is telling you how old the client is going to be on the upcoming date. This used to work, but at some point in the last few months it has changed.

    To be clear, you may…

    6 votes
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  14. 4 votes
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  15. Install a pop up option

    Install a pop up option that can be placed to pop up upon look up of client before going further. with a brief message pertaining to account.
    example- Jane Doe does not want an email to be sent to Husbands work for the next appt. Upon look up of Jane Doe this message pops up and we can remove it or keep it and carry on....

    13 votes
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  16. add client date of birth on mobile devices

    Please add client birth date as a pop up every day on the mobile device.

    4 votes
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  17. Save Before Closing Warning

    When you are updating a task, there should be a window that pops up to ask if we are sure we would like to close this page without saving progress. Far too often I forget to save when looking for something else in the CRM and it would be nice to have a warning that catches some of my human error.

    24 votes
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  18. Remove client anniversary reminder if client is terminated

    I continue to get client anniversary reminders on terminated clients even though I have entered their client termination date.

    14 votes
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  19. Notifications

    When appointments/meetings are scheduled, we would love an option to have an audible ping or pop up notification at a scheduled time (5, 10, 15, 30 minutes) before the appointment.

    6 votes
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  20. mobil app

    Please add Birthdays and reminders on the Mobil App.

    3 votes
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