I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.

The margin size of SPEAK to right of my screen is too wide relative to the info displayed within and relative to my RT calendar. Please reduce width of SPEAK screen when opened or allow the use to grab and slide own preference.

The ability/option to choose to join a Speak chat as an individual user or a team, so that the entire team can talk to a contact without needing to add each person separately and spamming the text with things like John Doe has joined this chat group.
Our current problem is that we don't want to spam the client with text messages from multiple employees joining a chat group however if the main person who texts contacts is out of the office, other people in the office have no way to know when a contact messages us.

We would love Speak if we would restrict who could text clients.

Currently you have two ways to describe whether someone is present on the Speak system-Active and Away. You should have three ways to describe someone's presence in Speak-Active, Inactive(logged in but not active), and Away. Just because someone hasn't "touched" speak shouldn't make them Away.

The system takes the mobile number, unfortunately we found that the invite does not go through. 

Increase character option for speak

Shorten pre populated invite message in speak to Reply "yes" to connect.

adding the ability for us to insert our own Emoji like our corporate logo. Thanks

Add keyword and short code feature to Speak. This would allow us to have the client/prospect text a keyword to a 5-digit number. This sets up the texting and is their consent for us to text them. Other texting companies have this feature (SimpleTexting).

To allow my Office Administrator access to my SPEAK client texts, Perhaps add Office Administrator under permissions on CRM side to allow her to view specific client texts and answer them for me. One advantage to being able to include her via permissioning on the CRM side is that I can terminate her ability to view specific client texts by removing her permission.

I would like email notifications sent to users when either a client texts in, or a team member sends a chat.

I'm trying to get my team to use chat, but things are being missed due to inadequate notifications.

SMS notification would be fine too, that works when clients text, but not when team members chat.

Thanks!

Disclaimers text (similar to Invite Message) that automatically sends client disclaimers after they reply "yes" to join a room

There needs to be an assigned phone number for each user because we have adviser's all over the country that want a number in their area code.
Also, make a Live Chat feature that we could add to our website that would allow clients to start a text conversation right from the website that would transition to their phone once they fill out the necessary info to initiate the conversation.

Speak: It would be very useful to be able to message groups. Not the feature now of a public group that is has to be created and one join, but simply be able to message more than one person at a time. We'd love to see it function akin to iMessaging.

When will PKS allow Redtail Speak? it has been in talks since Speak's release.

We have been using a chat feature for a while and have put it on all of our physical and digital marketing. Clients are used to it now and I'd hate to have to change the phone number. Can we use Speak with our current phone number?

There needs to be a Redtail Speak PC and Mac download.

It would be nice to be able to view all unread Speak messages, if you have access to those clients. Or some other way that, if my coworker is out sick one day, I can make sure any text messages sent to them do not go unanswered.