Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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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50 results found
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Improve language of email to team members to notify - drop 'assigned to'
Tail wag:
It has been my experience that when I assign team members to notify regarding an activity, the email they receive says that it has been assigned to them.
This is misleading. It should say to whom it's been assigned AND who's been notified.
Currently we are using the 'attendees' function to assign to a person AND NO LONGER notifying team members.
20 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 -
Add client name to subject line in email notification
It would be nice to have an option of putting a client name in email notification that a note has been added. It would be a great reference feature for now and in the future if we needed to pull up the notification by name through the email subject line
19 votes -
iphone notifications
on mobile devices, having an alarm/notification ahead of scheduled items would be very useful!
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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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 -
Designate Reviews By Servicing Advisor
We have 2 advisors who are servicing our 1000+ client base. With that many client's it is difficult to remember off hand which advisor services which client. We use the Review tool in order to remind us when it is time to reach out for a client's review. It would be great if there was a simple way to know which review went to which servicing advisor. One initial thought was to create a color link on the calendar. i.e Mark's client reviews are red, Ryan's client reviews are blue.
Thanks for considering, I'm sure many other advisors would agree…
12 votes -
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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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11 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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Email notification
The email notification is great. I would like for us to be able to see the person it's assigned to, AND those who are notified, so we can know who's 'in the loop.'
10 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Notify Team Default
Create a way to set activities to default notify a specific team vs always having to choose a team to notify when updating or completing the activity.
9 votes -
Allow to notify when putting notes into a task from the calendar
Please allow for notifying a member when putting notes in on a task from the calendar also would be very helpful if you could individually notify more than one person.
9 votes -
Workflow Notifcation Email
-Customize the email subject of a workflow task being assigned. Include link to workflow in that email also.
8 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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If we are going to get any use out of the birthday feature, we need to get a notification of a birthday one week in advance to send a card.
What I want to see is an email notification about a current client's birthday 7-10 days in advance so I can send a card in the mail.
7 votes -
seminar attendee notification
Add an option for a user to receive email notifications (and/or a workflow automation trigger) when a seminar attendee status changes.
6 votes -
FP Pathfinder integration - ability to change alert settings
Currently with the FP Pathfinder integration after a client completes a task the notes automatically go to their notes tab. Then a task is created from that note - the problem is that note is defaulted to the CRM owner and can't be changed in settings as there are no settings for this integration other than active or not. Please create the ability for this tasks to be added to a team or another CRM user.
6 votes -
Notification Options - ability to select by activity type
It would be great if we could have the ability to identify which types of activities we would like to be notified for (i.e. Appointments only, Tasks and Appointments, etc) instead of just a blanket Yes/No for all Activity Types.
6 votes -
Activity Push Notification
It would be great to receive a notification on my phone (either via the app or from the database itself) 15 -30 minutes (customization option) before an activity.
6 votes -
Turn off archiving of activity notification emails
In using the email archiving system, we do not need to archive Retail activity notification emails since that information is already provided in the activities of the Retail system. It just adds a lot of emails that would need to be weeded through when trying to find important archived client emails. If we could just choose to exclude this email address from the archiving system, it seems like would resolve this issue. Redtail Notification notifications@redtailtechnology.com
6 votes -
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 -
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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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