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.
25 results found
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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 -
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.19 votes -
Just an important comment about updates
So the cosmetic updates to your website are nice, but the bigger issues - like including a contact name with a redtail activity notification email would be soooo much more helpful.
3 votes -
Post a warning when adding additional team members to a chat room that the action cannot be reversed. Also insert a confirmation screen.
When accidentally adding a team member to a chat room it is impossible to remove the member again.
3 votes -
feature
A MUST!
my firm relies on red tail heavily. we all truly think that a notification feature would be amazing! when a task is made by someone else, i add a comment to said task, no one gets notified of the update. this has dropped millions of dollars to be financed my by Firm.
please call me ASAP!!!!
Work: 814-371-8187
Cell: 814-771-0132
6 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.
6 votes -
Automatically Alert Team Members of Updates and Adjustments
Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.
4 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!
15 votes -
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,
35 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...
6 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 -
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....32 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 -
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.
26 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 -
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 -
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.
7 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 -
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.
20 votes -
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.
82 votes
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