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.
65 results found
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Turn off pop up reminders
We used to be able to turn off reminders for calendar items. This changed with the last update. Please put this back into preferences. If I want a reminder, I will set it myself.
3 votes -
Notification Emails need to be ENCRYPTED
We have been aware of this issue for a long time now, but I think with the climate today it has become IMPERATIVE that Redtail encrypt notification emails generated from created and updated Activities. I believe many Redtail users put sensitive information in the subject and description such as account numbers (regardless of whether Redtail thinks we should) and then that information is being broadcast to the world in an insecure email if notification settings are not all set to "no". Our office knows of this security issue and we have everyone set their notifications settings to no, and are…
3 votes -
Client Account Security - Verbal Passcode
If a client wishes to have for us to request a verbal passcode when they call us, it would be handy to have an immediate notification or popup each time that client's profile or accounts are accessed.
3 votes -
Notify A Specific User
In a non-workflow task Redtail gives the option to notify a team, but you can't notify a specific user. We have a large Advice team, but a task notification likely only applies to their specific clients so we really need the option to just notify a single member of our office.
1 vote -
Link in email notification
Have a link in the email notification to the activity and/or to the client.
3 votes -
1 vote
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Need ability to Notify team in comments
Not being able to notifiy a user when a task is complete, causes us to open yet another dialog box withing the clients portal causing a lot of unnecessary dialog boxes to filter through.
3 votes -
URGENT - private client information is being sent by Redtail via email to users - SECURITY RISK
URGENT: private client information is being sent by Redtail via email to uses. In our office, we have ALL email notifications turned OFF for this reason. However, some notifications are still sent. For example: bulk operations, like combining client accounts. When the email notification is sent, it includes PRIVATE CLIENT INFORMATION. We MUST have a way to turn off these additional notifications plus Redtail needs to CHANGE their email notifications so as not to include ANY PRIVATE CLIENT information. Redtail could and should be LIABLE for sharing this information in an INSECURE email! This is a huge SECURITY RISK.
3 votes -
Custom Reminder Feature
Custom Reminder on the Reminders Dashboard for things like RMD's, Payments, etc.
Also it would be nice to be able to take the reports and pull them into the reminders dashboard and customize them.1 vote -
NOTE NOTIFICATOINS
When we receive an email notification "a note has been created." It would be useful if that email notification include the template name of the note created.
3 votes -
Email alert for texts received when logged out of Redtail
Please create a way for text notifications to go to email when logged out of Redtail.
1 vote -
Central Notification Viewing Page
Our old CRM had an icon that you could click and view all of your notifications in one stream. That way you could conveniently view and navigate to every notification in one place, instead of fielding individual emails for every single notification. This was a convenient feature we used every day.
3 votes -
Notifications for Added Comments
Please create the ability to notify another user when you add a comment to their note. Without this option, there is no reason to comment on a note as the original note creator will never see the comment.
3 votes -
text notification for activities
It would be nice to have an option to receive text notifications for birthdays/activities so that way we don't have to login every time to check for birthdays or activities and we could be reminded via text that their is a birthday or activity that is outstanding for that day.
3 votes -
Separate Email Address for Notifications
It would be helpful if we could have a separate email address for notifications. Currently, our broker-dealer receives every email that goes through the email address. However, they only need to see emails related to investments. Not all our business is investment related, and especially notifications for assigned activities or workflows, etc. I now had to turn off all notifications so as not to inundate the broker dealer with email notifications about irrelevant topics.
3 votes -
Please add an email option for notifications
Please create a feature that allows us to select an email option for notifications. Currently you can choose who to notify, however, if that individual is not within the CRM on the day of, they will not see the notification.
1 vote -
Improve SPEAK notifications
I miss most of my client-initiated SPEAK messages bc I am not getting any notifications. Can you force notifications through to the CRM panel somehow when inactive? At least update the "minutes until inactive" to include all day instead of max 60 minutes? I also don't get any sound notification on my iPhone...ever.
19 votes -
Birthday alert on Speak when texting client
It would be nice to have some sort of notification when you go to text the client on Speak alerting us of it being their birthday. I know it shows on their Redtail profile, but we have gone to Speak and text a client and didn't realize it was their birthday until later.
1 vote -
brosix integration
Integrate Brosix messenger with Redtail to update the person added to task/activity in real time, perhaps calendar reminders as well
4 votes -
Hyperlink directly into activity from email notification
We get email notifications when someone has updated an activity, however, there is no hyperlink in the notification email that would easily connect you to the activity for your reply.
Adding a hyper link option in the notification email would save a number of steps.
Current process...
1. Get the email, read the activity and prepare reply needed.
2. Open a browser, go to redtail.
3. Navigate to the client.
4. Find the activity and click on the activity to open it.
5. Write reply and submit.The suggested new process:
1. Get the email, read the activity and prepare…28 votes
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