Redtail 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.
56 results found
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mobil app
Please add Birthdays and reminders on the Mobil App.
3 votes -
1 vote
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Retirement date alert
My office is adding in all clients retirement date, and it would be nice to be able to get an alert for upcoming client retirement date so that a manual activity does not have to be created.
12 votes -
Meeting alerts in the mobile app
Please add a feature to the mobile app that will automatically vibrate the phone or have a unique ring tone to alert us of upcoming meetings / events such as 30 mintues before or 60 minutes before the activity, similar to the desk top feature.
5 votes -
market watch
Would like to see daily % change and YTD percentage return (ideally total return including divs!)
6 votes -
License Tracking
It would be great to receive reminders to track agent licenses, or at least be able to run a license report so that we could periodically check to see if a license needs to renewed or if CE needs to be completed.
8 votes -
Have a banner that notifies us user of know tech issue
Have a banner that goes across the RT to notify user of know tech issues or great updates to avoid us calling in, hold times, and tying up support line.
4 votes -
IMPORTANT NOTES
Just like you post birthday reminders in the green bar on the actual birthday you should have a red alert box at the top with the most important follow up questions from the last call or reminders about what you discussed on the last call. You shouldn't have to click anywhere to see it, it should just be up there.
18 votes -
Alert choices should be built into the editing of an appt/task/activity etc.
Alerts should be a choice when setting up a task activity or appt. We should be able to assign it to only the items we want to be alerted to, not just "on" or "off". There should be choices for time, how many alerts, type of alert, etc similar to Google calendar alerts. Thanks!
2 votes -
The "Important Information" Box needs to be more Visible or there needs to be a 'bigger indication' that it contains information rather than
The "Important Information" Box needs to be more Visible or there needs to be a 'bigger indication' that it contains information rather than simply making it red. The Majority of us use the "Timeline View" when looking at a Contact because it gives us all Contact Information (phone #'s Email, TimeLine, upcoming Activities, etc) At A Glance. However, the "IMPORTANT INFORMATION" Box is excluded from this! Making it Red often times is not a big enough 'attention grabber' to let others know it contains Important Information. Please either automatically open the Important Information Box (Either as a Pop Up Window…
9 votes -
give us an alarm feature like what is in outlook for upcoming events.
I would like to see an alert feature that allows us to set alarms/reminders for upcoming activities. this feature has been a basic function of Outlook.
17 votes -
alerts
The ability to alert team members to comments made on past notes. Also the ability to comment on an email would be nice.
9 votes -
Add read receipt to Speak
Add Read-receipt to internal speak messages.
29 votes -
Important Information
It would be great if the Important Information is immediately visible by pop up when you open a client's account as opposed to hoping everyone will go digging for the information when interacting with clients.
73 votes -
dog barking
Dog Barking sound ... Can we add some alternative sounds to the system? The dog barking has convinced all my clients that I apparently work from home which although may be cute, is not the case. Secondly, the other available chime option simply blends away with every text, ringtone, office phone, etc. that exists in a workplace. Until the pop-up feature gets incorporated which would hopefully work even if you are viewing a separate browser at the time of the needed reminder, maybe a few misc. sound options would suffice.
10 votes -
Please, allow for email notifications based on client birthdays. Thanks!
Please, allow for email notifications based on client birthdays. Thanks!
4 votes -
Visible alerts
Created a VISIBLE system to allow alerts of upcoming meetings or appointments to appear on whatever screen we may be working on. You currently have a bell red alert system that also allow for an audible alert. I think you have to be in the Redtail system to receive either. My suggestion would allow us to set alert time limits and to have them appear on our screens no matter what we were working on. I have missed several important meetings, calls, webinars, and appts since switching from our old system to Redtail. Please make this a priority.
28 votes -
Alerts for tasks others assign for you
Is it possible to get some sort of ding or sound notification when you have a new task added to you instead of having to back and forth to the Today page and view it from there?
6 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!
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reminder
I would like a pop-up reminder (think Google calendar) for appointments, on the phone app. This would be useful if it allowed a customized (1 hour in advance, etc.) setting, unique to each appointment, that would have an audible and pop-up reminder on the phone.
14 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!
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New alert feature for when a workflow step has moved to you
New alert feature for when a workflow step has moved to you - so in the right hand corner of the home page it will have a notification pop up so that you know a new task has been moved to you. Otherwise people forget to click there.
15 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!
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