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.
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  1. Daily Update E-mail

    It would be helpful to see all of the changes made for clients the advisor is assigned to throughout the day in a summary format rather than just getting multiple automatic e-mails when an address or other piece of information is changed.

    3 votes
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  2. Contacts > Notes > Comments Notification

    Comments on a Note currently do not prompt RedTail to send an Email Notification to the Note Owner. As a result, we just realized that we had been commenting on notes... but the note owners didn't know! Please add a function so that Comments on Notes prompt an Email Notification to whomever created or commented on the note.

    83 votes
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    7 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  3. activity notification on start date

    Lori Simoncelli Today at 11:19
    How can we receive email notification on the start date of an activity? (i.e. the day that an activity has been scheduled to happen)
    We currently receive email notifications when an activity is assigned and when it has been completed but never on the day that it is supposed to happen. How can we set that up?

    47 votes
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    3 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Why can't you provide a component of team notification that shows when you've notified a team member?

    Why can't you provide a component of team notification that shows when you've notified a team member? Otherwise, how can the user know that he or she has successfully accomplished that task? The drop down should have a component where the person(s) notified are highlighted.

    11 votes
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  5. 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.

    31 votes
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  6. Add a notification for PAST DUE tasks, workflows, etc.

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

    33 votes
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  7. Workflow Assignments Notifications

    I would like to receive email notices for the following workflow items:
    1) Brand New Assignments
    2) Past Due tasks that are not yet completed

    167 votes
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    6 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  8. @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.

    64 votes
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    11 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 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.

    43 votes
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  10. Improve language of email to team members to notify - drop 'assigned to'

    Tail wag:

    It has been my experience that when I assign team members to notify regarding an activity, the email they receive says that it has been assigned to them.

    This is misleading. It should say to whom it's been assigned AND who's been notified.

    Currently we are using the 'attendees' function to assign to a person AND NO LONGER notifying team members.

    20 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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".

    24 votes
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    3 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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

    376 votes
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    33 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Activity Creator should get notification of task completed

    Currently, when I create a task for an employee, I have to list myself as well in order to be notified by email when they complete the task. I would prefer to not list myself because the overview page lists "2 users" in the assigned to box and I cannot easily tell who the task is for (me or my employee). I would rather that you create a preference option that allows whoever assigned the tax to be automatically emailed when the task is completed. Also, it would be nice if Tailwag did not automatically put my name in the…

    93 votes
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    6 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Email notification

    The email notification is great. I would like for us to be able to see the person it's assigned to, AND those who are notified, so we can know who's 'in the loop.'

    10 votes
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