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.

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  1. Alerts for tasks others assign for you

    Is it possible to get some sort of ding or sound notification when you have a new task added to you instead of having to back and forth to the Today page and view it from there?

    6 votes
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  2. reminder

    I would like a pop-up reminder (think Google calendar) for appointments, on the phone app. This would be useful if it allowed a customized (1 hour in advance, etc.) setting, unique to each appointment, that would have an audible and pop-up reminder on the phone.

    12 votes
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  3. New alert feature for when a workflow step has moved to you

    New alert feature for when a workflow step has moved to you - so in the right hand corner of the home page it will have a notification pop up so that you know a new task has been moved to you. Otherwise people forget to click there.

    15 votes
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  4. Things to do today

    PLEASE let us set the Activities default on our landing page to "past due and today" or "past due and next 7 days". I'm REALLY, REALLY tired of having to change it every morning.

    39 votes
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  5. It would be nice set an alert, reminder, on a per activity basis as opposed to a preference for all activities.

    It would be nice set an alert, reminder, on a per activity basis as opposed to a preference in settings.

    20 votes
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  6. 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.

    22 votes
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  7. Alerts for Schedule Appointments

    It would be super helpful if we had the option to add an "alarm" or "alert" to a schedule appointment. As we all know, sometimes our days become extremely busy and we might miss a thing or two. If we had the option to add and alarm or alert to an appointment that we schedule in the calendar, and we could set the timing of the alert (ie 5 minutes before the meeting takes place) to pop up and remind the user that is attached to the appointment, I think that less things will be missed.

    40 votes
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  8. Reminder Notifications of upcoming appointments on Phone Application

    It would be nice to be able to assign certain appointments to give a notification alert ahead of the appointment from the phone application. For example, assign a certain appointment to send a notification/reminder the night before it is scheduled.

    31 votes
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  9. 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…

    68 votes
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  10. 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

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

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  11. 1) Create a way to list important alerts on CRM files as a moving banner on the client contact page

    My old CRM program had a feature where we could write in a speical alert or message for the client that would scroll their contact page as a notice. I realize Redtail has an alert (exclamation point) on the contact page that gets activated if we enter in a message, but that's cumbersome and easily forgotten. As an example of why I think such a banner or space for such a notation is necessary: I have a client that had identity fraud a few years back. She has us verify it is her everytime she calls. When new staff start…

    17 votes
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  12. 32 votes
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  13. Make Alerts more Alerting

    I have missed too many webinars because your alerts are so ineffective. I often have the volumn turned off on my computer (thanks autoplay videos) and have no idea that something is starting. Maybe allow more of an alarm function that makes me deal with it no matter what window I am looking at or that I look at even if my sound is off or not.

    33 votes
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  14. Click through from activity update e-mail to the activity

    If you get an activity update alert email, it would be more efficient to be able to click a link in the email and have it take you directly to that task.

    20 votes
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  15. 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.

    50 votes
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  16. Alerts and Alarms

    Current alert system insufficient. This alert system has to be motified to allow for more options. I don't want every phone call, task, appointment to give me an alert. However, I would like to set an appointment and have the option of whether I want an alarm to be set and minutes to reminder. This should not appear in the preference section but be an option when creating activites.

    71 votes
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  17. An alert for Medicare open enrollment (Age 65 minus 4 months)

    No not in the RMD report.. This is an alert or a reminder.

    19 votes
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  18. Warning for unsaved changes

    When making changes to contacts or activities and you haven't saved, could there be a prompt or a warning that you have unsaved changes before leaving the activity or contact?

    55 votes
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  19. 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.

    111 votes
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