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.
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56 results found
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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.22 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.
50 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 and Alarms
Current alert system insufficient. This alert system has to be motified to allow for more options. I don't want every phone call, task, appointment to give me an alert. However, I would like to set an appointment and have the option of whether I want an alarm to be set and minutes to reminder. This should not appear in the preference section but be an option when creating activites.
71 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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An alert for Medicare open enrollment (Age 65 minus 4 months)
No not in the RMD report.. This is an alert or a reminder.
19 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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Warning for unsaved changes
When making changes to contacts or activities and you haven't saved, could there be a prompt or a warning that you have unsaved changes before leaving the activity or contact?
58 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 when ID expires
Since we put in the expiration dates of client's IDs, a notification of each expiration (e.g. 30 days prior) would be appreciated. This way we could update it the next time we communicate with the client.
111 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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