CRM (Tailwag)

How can we improve Redtail Technology's newest CRM?

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  1. Dragon Naturally Speaking Integration

    I use Dragon Naturally Speaking 13. It is a much better and less expensive alternative to Copytalk. It would be great if it were integrated with Redtail so we could enter notes directly rather than have to go through Outlook, Word, etc..

    1 vote
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      0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
    • Add "Type of Revenue" Drop Down

      It would be great if we could not only track the source of the revenue (referral, seminar, etc.) but the type of revenue. For example, our firm likes to track how much of our revenue comes from planning fees, assets managed, and insurance. Other firms would probably have or want to track other revenue types and so, like the "stages" drop down, the ability to customize would be very convenient.

      1 vote
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        0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
      • While creating or reviewing an activity, have today's date highlighted

        While reviewing or creating an activity, it would be useful to have today's date highlighted; either by bold or background coloring. I believe this is how it used to be, but not currently. Thank you.

        3 votes
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          0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
        • integrations

          eMoney Integration - Add ability for account level data to be sent from eMoney into Redtail. Automate accounts to be sent to Redtail / created once Redtail contact record is linked with corresponding accounts within eMoney.

          1 vote
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            0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
          • Beneficiary

            Allow Beneficiary info to be added/housed and sent to lazerapp without having to have accounts within Redtail. i.e. maybe add this to the "know your client" section and attach general beneficiaries across households.

            1 vote
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              0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
            • BULK NOTES

              Ability to create bulk notes (to multiple clients) BUT have the ability to assign them to individual client's (investment) accounts/assets.

              6 votes
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                0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
              • Address on Birthday Report

                When running a Birthday Reminders report and then running a PDF report I would like all contact addresses to show up on the Birthday Report

                1 vote
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                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • Email Template & Auto Note Issue

                  When an email is sent using an email template & the add note box is applied, it automatically goes to the client's note section as "General Information." Can we update this to "Email"
                  Thank you!

                  1 vote
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • Get back to all "activities" with one click! Old Redtail used to do that. Thank you!

                      Right now if you are in a contact and want to go back to Activities, you have to click on Today first and then Activities. The old Redtail, you just go back to Dashboard with one click. Thank you!

                      5 votes
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                        0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                      • Account Value Automation

                        It would be very helpful to receive notification when a client's account goes below a certain value or to $0. Often times clients may transfer out and we may not know about it. This feature would not only help us to reach out to these clients but also keep our database clean by maintaining these $0 accounts (which negatively affect our AUM / Ave Portfolio values).

                        4 votes
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                          0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                        • Glitch when entering New Opportunity

                          When entering a New Opportunity, the Add New Opportunity window opens. You enter the Name and Description. Next you enter Type. Then you enter the Permission Type, which is optional. If you do enter the Permission Type, then the Team field pops up. If you enter the Permission Type, but fail to make a selection in the Team field, as I recently did by accident, you receive an error message saying that you need to select a Team, but it is too late. Your entire entry has vaporized and has been lost. If you've just spent a lot of time…

                          3 votes
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                            1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                            • Keep Redtail from signing off when typing a long note.

                              Currently if you spend 13 minutes writing a note, a message comes up in the background saying your account has been idle for 13 minutes and will sign out automatically soon. The only way I have found to extend it is to close the note, click on extend and start a new note.

                              1 vote
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                                0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                              • Delete CopyTalk Message automatically after it has been converted to a note

                                After you convert your CopyTalk Messages to a note, it should delete automatically. A pop up window ensuring you want to delete can open and you can click yes. This way, it's easier not to forget what you have converted already if you didn't delete it right away.

                                1 vote
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                                  0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                                • TASK TEMPLATES

                                  Give us the ability to pre-load task templates. For example, a 'new account' template that has pre-loaded tasks assigned to different people. This is not a workflow. This is not a matter of 'duplicating an existing task'. We need the ability to set multiple tasks for repeatable work without having to manually create each task. This seems like something extremely simple, yet Redtail is missing the mark. Stop forcing people to use workflows, they don't work for every team.

                                  6 votes
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                                    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Pin an email from Outlook to a specific client contact in Redtail

                                    We would like to be able to pin an email from Outlook to specific client contact in Redtail. We send a lot of internal emails regarding clients with pertinent information and would like to be able to save these emails within that client contact. We used to have this capability with a CRM called SmartOffice. We love the functionality of Redtail but do miss being able to pin emails to our clients. This is a very important feature as we work with estate attorneys, insurance underwriters, wholesales, etc.

                                    1 vote
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                                      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                    • linked note notification

                                      When adding a note to an existing open activity, please have an option to notify a user. You can do this when adding a note to a contact, but not when adding a note to an existing open activity.

                                      3 votes
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                                        0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                                      • history of email address and phone numbers

                                        history of email address and phone numbers vanished after deleting can no longer see history

                                        3 votes
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                                          0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Please make the servicing/writing advisor viewable as a preference that sticks.

                                          Currently, when viewing contacts in a list, it does not show the servicing/writing advisor and when selected to show it, the moment you change screens, the selection disappears and I have to re-elect to view the advisor with their client. There is absolutely no reason users should not be able to select to view the advisor in list mode and have it remain in view rather than having to continually select it again EVERY single time I go into one of their records to make a note or modification. It should actually be a part of the general list that…

                                          4 votes
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                                            0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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