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!
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26 results found
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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.
114 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
It would be great if the Important Information is immediately visible by pop up when you open a client's account as opposed to hoping everyone will go digging for the information when interacting with clients.
88 votes -
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…
80 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.
56 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
42 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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Autogenerated fields based on age criteria
It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )
59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,
38 votes -
Install a pop up option
Install a pop up option that can be placed to pop up upon look up of client before going further. with a brief message pertaining to account.
example- Jane Doe does not want an email to be sent to Husbands work for the next appt. Upon look up of Jane Doe this message pops up and we can remove it or keep it and carry on....35 votes -
Save Before Closing Warning
When you are updating a task, there should be a window that pops up to ask if we are sure we would like to close this page without saving progress. Far too often I forget to save when looking for something else in the CRM and it would be nice to have a warning that catches some of my human error.
30 votes -
Important Information Banner
It would be a super helpful feature to have an Important Information Banner automatically pop up when visiting a clients page. This could be a helpful feature for stating information like:
- Client is hard of hearing
- Clients' name is pronounced....
- Client does not want reviews e-mailed to them, only mailed.This would mimic the green banner that shows when its a clients birthday or the red banner that shows that a client is deceased.
This Important Information banner could be yellow or orange to separate it from the above two features.
Thank you!
30 votes -
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.29 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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Remove client anniversary reminder if client is terminated
I continue to get client anniversary reminders on terminated clients even though I have entered their client termination date.
29 votes -
Alert/warning pop up when clicking on client profile, if "caution" is needed
Clients who have big life events/fraud should be handled with care. Some team members may not have the time to "Dig" for a note they don't know is there and may cause more problems.
There should be a feature where a pop up box needs to be read/addressed when entering a client profile so the employee can "use caution" when needed.25 votes -
give us an alarm feature like what is in outlook for upcoming events.
I would like to see an alert feature that allows us to set alarms/reminders for upcoming activities. this feature has been a basic function of Outlook.
23 votes -
IMPORTANT NOTES
Just like you post birthday reminders in the green bar on the actual birthday you should have a red alert box at the top with the most important follow up questions from the last call or reminders about what you discussed on the last call. You shouldn't have to click anywhere to see it, it should just be up there.
21 votes -
Retirement date alert
My office is adding in all clients retirement date, and it would be nice to be able to get an alert for upcoming client retirement date so that a manual activity does not have to be created.
15 votes -
Add Alerts Feature to Dashboard
There should be a place where you can go to see recent updates on your activities so you can take action. We get emails, but there are so many in number that they can get lost. What if it's added to the notification bell or something that way it is less likely to be missed.
13 votes -
License Tracking
It would be great to receive reminders to track agent licenses, or at least be able to run a license report so that we could periodically check to see if a license needs to renewed or if CE needs to be completed.
11 votes -
No Contact Clock/ Engagement Tracker
There was a feature in our old CRM that would track if a contact group had not had any outreach within 90 days. It was a safety net to ensure we were keeping up with and tracking our engagement with contacts. If for whatever reason a contact was not touched by a campaign within the set time frame, an alert/ activity would populate for us, triggering actions for outreach and engagement.
9 votes -
ability to add alerts to a record that shows at top of record
Ability to do a custom alert on a record that shows at the top like deceased does...
9 votes -
Pop-up alert when scheduling a task/appointment for someone that is busy
A pop-up alert when scheduling a task/appointment for someone that already has an appointment booked for that time slot or is out of the office all day.
8 votes
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