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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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50 results found

  1. Add a tagging feature, "@Advisor" for activities

    Add a tagging feature, like how Instagram has a tagging feature in comments to notify a certain user.

    Instead of getting a bunch of notifications for an activity that the advisor creates, the advisor can set their notifications off for activities, and once the task is done, operations/clerical can notify the advisor that said task/activity is complete by simply writing in the body of text of the task "@username task is complete" or "@username activity is complete"

    8 votes
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  2. mark reminders as done

    I would really like to be able to dismiss reminders once I have have handled them, instead of seeing them for 3 weeks even thought there done.

    4 votes
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  3. show late activities in the current activities without having to sort

    Instead of late activities having to be sorted via late activities, they should show up daily with a late flag rather than for the user to have to go back and sort for late. Nothing will fall through the cracks that way.

    1 vote
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  4. For Notes - Notify "Servicing Advisor"

    When putting in notes, instead of having to find who the servicing advisor is first. It would be nice to have an option of "notify servicing advisor".

    15 votes
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  5. Notify user/team functionality in the Redtail App

    It would be great if, in the app, when you completed a note, and added it to the client's record, that you had the option to notify a user/team of the new note being added, similar to how you can do it after entering a note in the actual CRM.

    2 votes
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  6. I would love to have an audible notification when I am assigned an activity. If I am working at my desk, but not in email or Redtail, I wou

    I would love to have an audible notification when I am assigned an activity. If I am working at my desk, but not in email or Redtail, I would like to have an immediate way of knowing when I have been assigned an activity. An audible dingle of some sort would be most helpful. Thank you!

    5 votes
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  7. iphone notifications

    on mobile devices, having an alarm/notification ahead of scheduled items would be very useful!

    17 votes
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  8. Add a link to email notifications to click on to open the activity in Redtail

    Please add a link at the bottom of the notification that would open the activity in a new browser window

    87 votes
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  9. Daily Update E-mail

    It would be helpful to see all of the changes made for clients the advisor is assigned to throughout the day in a summary format rather than just getting multiple automatic e-mails when an address or other piece of information is changed.

    5 votes
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  10. Workflow Notifcation Email

    -Customize the email subject of a workflow task being assigned. Include link to workflow in that email also.

    8 votes
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  11. Contacts > Notes > Comments Notification

    Comments on a Note currently do not prompt RedTail to send an Email Notification to the Note Owner. As a result, we just realized that we had been commenting on notes... but the note owners didn't know! Please add a function so that Comments on Notes prompt an Email Notification to whomever created or commented on the note.

    116 votes
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  12. Option to NOT notify existing activities attendees

    We get so many activity update email notifications that it would be nice to have the option of NOT notifying attendees for minor updates to an activity. Just like Google calendar offers the option to send updates to existing guests or not. It will minimize emails and notifications to only those that are deemed necessary.

    49 votes
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  13. activity notification on start date

    Lori Simoncelli Today at 11:19
    How can we receive email notification on the start date of an activity? (i.e. the day that an activity has been scheduled to happen)
    We currently receive email notifications when an activity is assigned and when it has been completed but never on the day that it is supposed to happen. How can we set that up?

    47 votes
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  14. Why can't you provide a component of team notification that shows when you've notified a team member?

    Why can't you provide a component of team notification that shows when you've notified a team member? Otherwise, how can the user know that he or she has successfully accomplished that task? The drop down should have a component where the person(s) notified are highlighted.

    11 votes
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  15. Include Activity subject in email subject line

    In email notification of activities - include the actual subject of the activity in the subject line of the email.

    40 votes
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  16. Workflow Notifications- Choose when to send a notification

    We have many individuals on a team in our office. It would be beneficial if sending workflow update e-mails were optional; just as they are with notes. It would be helpful to be able to select who the notifications should be sent to.

    24 votes
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  17. Add Contact Name to Notification Subject Line

    For new activities: Add name of contact in email subject other than "Redtail CRM: An activity has been updated." This will allow us when viewing the many notifications for daily RT activities to pick and choose which ones to look at or address immediately. If an activity is updated 2 or 3 times, there are 2 or 3 notifications. This is okay but it makes it redundant and not timely to look at most critical activities first. Especially in a busy environment where activities are getting updated and added quite a bit throughout the day.

    86 votes
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  18. E-mail Notification Improvement – Please Tell Us What Was Actually Changed!

    These NOTIFICATIONS were ADDED TO INFORM / ALERT US THAT SOMETHING WAS CHANGED….BUT They DON’T ACTUALLY TELL us WHAT was CHANGED! …This seems a little silly, odd, and pointless unless the idea is executed in its entirety, don’t you think?

    While I am thankful that I receive notifications for things like when activities are changed, the current notifications that we receive are NOT SPECIFIC ENOUGH – they ONLY STATE “Activity was changed”, and DO NOT TELL YOU ANY IMPORTANT INFORMATION, such as:
     WHO changed the activity?
     WHICH PART of the activity was changed?
     What was the activity…

    50 votes
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  19. Add a notification for PAST DUE tasks, workflows, etc.

    Add a notification for PAST DUE tasks, workflows, etc.

    39 votes
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  20. Workflow Assignments Notifications

    I would like to receive email notices for the following workflow items:
    1) Brand New Assignments
    2) Past Due tasks that are not yet completed

    167 votes
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