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!
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64 results found
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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.
79 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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Things to do today
PLEASE let us set the Activities default on our landing page to "past due and today" or "past due and next 7 days". I'm REALLY, REALLY tired of having to change it every morning.
45 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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It would be nice set an alert, reminder, on a per activity basis as opposed to a preference for all activities.
It would be nice set an alert, reminder, on a per activity basis as opposed to a preference in settings.
20 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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alert
It would be nice to be able to set a Sound Alert with in the calendar:
1 hour , 30 min , 15 min before an event.23 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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Alerts for Schedule Appointments
It would be super helpful if we had the option to add an "alarm" or "alert" to a schedule appointment. As we all know, sometimes our days become extremely busy and we might miss a thing or two. If we had the option to add and alarm or alert to an appointment that we schedule in the calendar, and we could set the timing of the alert (ie 5 minutes before the meeting takes place) to pop up and remind the user that is attached to the appointment, I think that less things will be missed.
46 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 Notifications of upcoming appointments on Phone Application
It would be nice to be able to assign certain appointments to give a notification alert ahead of the appointment from the phone application. For example, assign a certain appointment to send a notification/reminder the night before it is scheduled.
34 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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Alert reminder pop-up such as Outlook
I see that others keep posting about alert reminder pop-up options that allow for snooze/setting reminders for times other than 30 min. etc.. The feedbacks continue to be "completed" with addressing the issue as the alert bell at the top of the right-hand corner, or the dog barking 30 min before a given task/appt.. I'm not sure that is addressing the concern as there is a need for pop-up reminders such as found on Outlook. Is it possible to link Redtail and Outlook calendars? This way I could use the functionality of Outlook reminders and it wouldn't necessarily matter if…
74 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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important information should be displayed in a banner across the top of client page
i.e. we have a client who is suspicious of the internet and does not want his information in any emails. We frequently communicate with clients that way so we really need a big red warning "DON"T EMAIL" right under his name
36 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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1) Create a way to list important alerts on CRM files as a moving banner on the client contact page
My old CRM program had a feature where we could write in a speical alert or message for the client that would scroll their contact page as a notice. I realize Redtail has an alert (exclamation point) on the contact page that gets activated if we enter in a message, but that's cumbersome and easily forgotten. As an example of why I think such a banner or space for such a notation is necessary: I have a client that had identity fraud a few years back. She has us verify it is her everytime she calls. When new staff start…
17 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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32 votes
Redtail’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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Make Alerts more Alerting
I have missed too many webinars because your alerts are so ineffective. I often have the volumn turned off on my computer (thanks autoplay videos) and have no idea that something is starting. Maybe allow more of an alarm function that makes me deal with it no matter what window I am looking at or that I look at even if my sound is off or not.
33 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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Click through from activity update e-mail to the activity
If you get an activity update alert email, it would be more efficient to be able to click a link in the email and have it take you directly to that task.
20 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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notification of calendar activity
I want to be able to receive some kind of pop up reminder when a calendar activity is due. For example, 10 or 20 or 30 minutes (customizable) before an appointment or phone call, a POP UP reminder. The alert feature on the today page only works if Redtail is the top "window" open, and the dog barking system, while cute, is not at all effective.
52 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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