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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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30 results found

  1. Option to NOT notify existing activities attendees

    We get so many activity update email notifications that it would be nice to have the option of NOT notifying attendees for minor updates to an activity. Just like Google calendar offers the option to send updates to existing guests or not. It will minimize emails and notifications to only those that are deemed necessary.

    49 votes
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    2 comments  ·  Notifications  ·  Admin →
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  2. Include Activity subject in email subject line

    In email notification of activities - include the actual subject of the activity in the subject line of the email.

    43 votes
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    1 comment  ·  Notifications  ·  Admin →
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  3. Workflow Notifications- Choose when to send a notification

    We have many individuals on a team in our office. It would be beneficial if sending workflow update e-mails were optional; just as they are with notes. It would be helpful to be able to select who the notifications should be sent to.

    24 votes
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    0 comments  ·  Notifications  ·  Admin →
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  4. Add Contact Name to Notification Subject Line

    For new activities: Add name of contact in email subject other than "Redtail CRM: An activity has been updated." This will allow us when viewing the many notifications for daily RT activities to pick and choose which ones to look at or address immediately. If an activity is updated 2 or 3 times, there are 2 or 3 notifications. This is okay but it makes it redundant and not timely to look at most critical activities first. Especially in a busy environment where activities are getting updated and added quite a bit throughout the day.

    90 votes
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    12 comments  ·  Notifications  ·  Admin →
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  5. Add a notification for PAST DUE tasks, workflows, etc.

    Add a notification for PAST DUE tasks, workflows, etc.

    39 votes
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  6. Email Notification (Activity Assigned)

    I like receiving team notification emails, however when I received activity that is not assigned to me the email reads "You have been assigned a new activity". Please bring back the email notifications the way they were in the OLD REDTAIL CRM. For instance, the person who created the activity/note name is in the FROM, and the Subject reads, "New Activity Team Notification" (not assigned to me) or "New Activity Assigned To You (assigned to me). This is also true for workflows. With the email notifications in the Old CRM I was able to create a email rule where all…

    94 votes
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    1 comment  ·  Notifications  ·  Admin →
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  7. @mention for Note User Notification in Alerts Bell

    While notes do allow for email notifications to users, a CRM notification that would appear at the top of the bag by the bell would be much more useful. This would reduce steps (opening email, clicking on a link that requires an additional login), and would work better with integrations.

    We currently use the jive integration to log client calls, but there is no way to link a user from there.

    It sounds childish to request, but something along the lines of an "@" feature would be perfect.

    67 votes
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    11 comments  ·  Notifications  ·  Admin →
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  8. Workflow email notification when current step due.

    In notification preferences, add an option to receive an email notification when a Workflow task is due & uncompleted.

    45 votes
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  9. birthday reminder

    It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".

    28 votes
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    3 comments  ·  Notifications  ·  Admin →
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  10. E-mail notifications for comments on existing notes

    Is it possible for Redtail to include e-mail notifications on comments to existing notes. Currently we receive e-mail notifications when a note has been posted on our clients profile, but follow up comments to those notes are not an option for notifications. This is needed since we are constantly updating our clients notes via the comments box and those don't notify. thanks

    394 votes
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    33 comments  ·  Notifications  ·  Admin →
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