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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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7 results found

  1. 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.

    119 votes
    11 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  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.

    46 votes
    1 comment  ·  Notifications  ·  Admin →
    How important is this to you?

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

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

    39 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  4. @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
    11 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  5. 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.

    48 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  6. 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
    3 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  7. 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
    33 comments  ·  Notifications  ·  Admin →
    How important is this to you?
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