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.
50 results found
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On Email notifications, put linked contact's name at the top of the email (with type/subject)
On Email notifications, put linked contact's name at the top of the email (with type/subject) rather than at the bottom where we have to scroll all the way to the end of the email to see who it is for.
5 votes -
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 -
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 -
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"
2 votes -
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 -
Please create an Auto-Renewal option for the Policy Renewal Reminders!
Please create an Auto-Renewal option for the Policy Renewal Reminders Tab. Under Reminders, Renewals is not effective since we have to go in and manually update the day that the policy renews every year. Insurance policies renew on the same day every year, so an re-occuring or auto option would be the most user-friendly way to set it and forget it! :)
1 vote -
1 vote
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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 -
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 -
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
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