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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  1. It'd really be nice to have the ability to apply multiple alerts in intervals

    It'd really be nice to have the ability to apply multiple alerts in intervals. As an example, remind me 1 day ahead, 2 hours ahead, and then 10 mins ahead. If that can be added, I’ll never be late for anything again. The end user would be able to apply in days or minutes of their choosing in multi-intervals.

    4 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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...

    3 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    3 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  4. Display a warning or automatically select the closest review date if frequency skips next review based on an invalid date.

    If a review frequency is chosen that causes the next review to fall on a date that doesn't exist, display a warning or automatically select the closest next review date in that month.

    1 vote
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  5. Expand the dashboard times

    Have the Dashboard cover more than just today, possibly a rolling week or some longer period of time for Activities and Workflows. The due date (today) designation isn't nearly as important as seeing what's coming due and needs to be worked on in order to be done by the due date (today.)

    3 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  6. Wedding anniversary not be reported properly on Reminders Page

    On the Reminders page, when you are looking at wedding anniversaries, the message is: "9th Wedding Anniversary for x and y",
    when in fact it should say 10th Wedding anniversary. The message is telling you how many years they have been married, not what the upcoming anniversary is going to be. This is not consistent with the way birthday reminders work, where the message is telling you how old the client is going to be on the upcoming date. This used to work, but at some point in the last few months it has changed.

    To be clear, you may…

    6 votes
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  7. 4 votes
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  8. 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....

    10 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  9. add client date of birth on mobile devices

    Please add client birth date as a pop up every day on the mobile device.

    4 votes
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  10. 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.

    21 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    14 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  12. Notifications

    When appointments/meetings are scheduled, we would love an option to have an audible ping or pop up notification at a scheduled time (5, 10, 15, 30 minutes) before the appointment.

    6 votes
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  13. mobil app

    Please add Birthdays and reminders on the Mobil App.

    3 votes
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  14. 1 vote
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  15. 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.

    6 votes
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  16. Meeting alerts in the mobile app

    Please add a feature to the mobile app that will automatically vibrate the phone or have a unique ring tone to alert us of upcoming meetings / events such as 30 mintues before or 60 minutes before the activity, similar to the desk top feature.

    5 votes
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  17. market watch

    Would like to see daily % change and YTD percentage return (ideally total return including divs!)

    6 votes
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  18. 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.

    8 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  19. Have a banner that notifies us user of know tech issue

    Have a banner that goes across the RT to notify user of know tech issues or great updates to avoid us calling in, hold times, and tying up support line.

    4 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    15 votes
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