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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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25 results found

  1. 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.

    26 votes
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    0 comments  ·  Alerts and Warnings  ·  Admin →
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  2. 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…

    77 votes
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    1 comment  ·  Alerts and Warnings  ·  Admin →
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  3. 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

    36 votes
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    3 comments  ·  Alerts and Warnings  ·  Admin →
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  4. 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.

    53 votes
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    0 comments  ·  Alerts and Warnings  ·  Admin →
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  5. 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 votes
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    7 comments  ·  Alerts and Warnings  ·  Admin →
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