CRM (Tailwag)

How can we improve Redtail Technology's newest CRM?

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  1. Historical input records for account values

    Maintain a historical record of account values as I input them. It would be great to see a historical record of updated account values everytime I update a clients account. If you could capture and show a historical record of client account values every time we update these values in Redtail would provide us with a quick and easy way to see how our client accounts are performing. this is especially helpful if you move assets from one money manager to another...we can easily see the growth/decline from when I first started with a client. The cherry on top would…

    1 vote
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      0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    • Calendar look makes no sense....

      Any reason for the inconsistency in how an appointment physically shows up on my calendar? For example, shouldn't a two hour meeting take up twice as much space as a one hour meeting? Sometimes it does, but I have a 6 hour appointment starting at 8:00am (thus filling most of my day) and it takes up the same amount of space as a one hour meeting thus making it look like it's only from 8-9am. The only way my staff can tell how long the appointment is in this case is to open it up....which makes no sense. Along this…

      9 votes
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        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow "suffix" to be a contact search field

        Seriously? I don't know why we have to post these ideas after the techs tell us it can't be done. Every field in a client name should be searchable--and suffix is not. Add it to the list of fields, please. Every single "Sr." and "Jr." is screwed up and I want to fix them.

        1 vote
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          0 comments  ·  Advanced Search  ·  Flag idea as inappropriate…  ·  Admin →
        • left menu disappears when windows are in vertical split screen, no flyout option. Win 10, 24" monitors.

          When I put up two windows in a vertical split screen on my 24" monitor, I can't view the left main menu unless I go back to full screen on the redtail window. There's likely not enough room to have the menu full width but if you treated like Outlook where the options turn to vertical buttons docked that would be great or at minimum have it be a flyout menu option. It's a functionality/workflow nuisance.

          1 vote
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            0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
          • Show Date (e.g. December 7, 2016) on Open Activity

            Show the date (e.g. December 7, 2016) only the day (e.g. Monday) on Open Activity on the Today's Overview screen. The date shows up a week out but need to see date even if it's tomorrows date.

            6 votes
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              0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
            • Show completed activity in recently added notes,

              Show completed activity, in recently added especially with notes typed in the completed activity note section as well!

              6 votes
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                0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
              • activity notes

                The recently added notes section on today's overview should have a toggle button for notes created by an activity.

                3 votes
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                  0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                • Link household to activity

                  It would be great if instead of linking activities to a contact, if we had to option to link it to a household and have it post on both clients instead of having to link it twice, once for each contact.

                  For example, if we have a Client Review Meeting with a husband and wife and when we schedule it, we could "Link to Household" instead of looking up and linking both contacts.

                  1 vote
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                    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                  • Adding custom labels into custom export

                    When running a custom export, the email custom labels do not pull through. They only pull through when using the standard email addresses export - and then you cannot add any other information to the standard export ie. mailing addresses, advisors, etc.

                    3 votes
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                      0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                    • sort email columns such as sender column

                      Would like to sort columns in sent column to line up emails from clients and from me.

                      3 votes
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                        0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                      • We can no longer click on a calendar event and slide it to another date. UGGGH!

                        Click on a scheduled event on the calendar and slide it to another date. This was an option in Leap Frog but not in Tailwag.

                        3 votes
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                          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                        • print client notes

                          Can't print notes in Tail Wag. Was able to in Leap Frog. Would like to be able to right click on client note and print it.

                          3 votes
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                            0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                          • 2 votes
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                              1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                            • We would like a way to insert images of hand written notes taken during client meetings into the notes

                              We would like a way to insert images of hand written notes taken during client meetings into the notes area of the client rather than scanning to the documents area. More convenient! Or maybe there is a way to link so that we don't have to search and document is related to other meeting notes?

                              1 vote
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                                0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                              • Next Activity section Flexability

                                Let there be an option to format the "Next Activity" section on the home page of each client, not limit it to 30 days

                                1 vote
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                                  0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Ability to See ALL Open Activities for a CRM Contact Record

                                  Can only filter open contact activities by past due, next 30 days, etc. There needs to be an option to just see ALL open activities. Without this feature, it can sometimes be difficult to see a list of all activities that are open for a particular contact. For example, no way to see past due and future dated activities without setting a custom date range and this is very cumbersome.

                                  29 votes
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                                    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • AUM - Report AUM growth periodically

                                    It would be great if we could run a report that tracked AUM growth (monthly/quarterly/annually)

                                    6 votes
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                                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Print a workflow template

                                      Would like to print a workflow template with steps and tasks.

                                      1 vote
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                                        0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Automatically assign a category to FMG Suite notes

                                        With the FMG Suite integration a note gets created whenever a card/email gets sent, or we receive a contact request. I'd like to be able to automatically assign those notes under a marketing category.

                                        3 votes
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                                          0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                                        • merge address for family members

                                          With the new version it is no longer possible to submit a mail merge and have the head of household address used. We now have to add an address for every child of a family in order to print birthday letters, envelopes etc. This seems to defeat the purposes of having a household.

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