CRM (Tailwag)

How can we improve Redtail Technology's newest CRM?

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  1. 4 votes
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      0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    • Activity Report

      Can we add a column for account number in the report? This will be a big help to our compliance department!

      3 votes
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        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
      • Formatting issues with numbered lists in activity body

        Since the 2.0 update, I have noticed a formatting issue with activities (tasks) that have numbered lists in the Description field. After opening, saving and re-opening, the Description field contains extra blank lines and additional numbered list items. I was able to reproduce this behavior as follows: 1) Create a task activity with a line of text in the Description followed by three items in a numbered list. 2) Save the activity. 3) Open the activity and add some text one line below the numbered list. 4) Save the activity. 5) Open the activity. There are now multiple blank lines…

        3 votes
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          0 comments  ·  Bugs  ·  Flag idea as inappropriate…  ·  Admin →
        • Create Follow-up activity

          When entering a client note, I would like to be able to schedule a follow-up event for that note. Ex. if my note is regarding a transfer, I could create and link a follow-up event to check on that transfer. I guess I can do this from the calendar screen but it'd be nice to do it from the notes screen too.

          3 votes
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            0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
          • regarding Notes

            Please add a filter so these can be sorted by user. Thanks! I liked the pre-upgrade version better.

            1 vote
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              0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
            • Ability to print Assets & Liabilities

              The report disappeared in the new version of Redtail.

              This is an important feature for the new DOL Fiduciary Requirements.
              I use the Assets side to make a balance sheet and the Liabilities side to make an annual income statement. This gives me a great snapshot of the financial situation of the client.

              3 votes
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                0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
              • Client Accounts back onto main Client Contact Page

                Please return Client Accounts and Assets & Liabilities to the main contact page. Financial Information makes Redtail a Financial Services CRM.

                Knowing the client's overall picture is more important under the new DOL Fiduciary requirements, not less important.

                I use the Assets side to build a balance sheet and the Liabilities side to build an income statement. This gives me a quick snapshot that is very important.

                6 votes
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                  0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
                • 3 votes
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                    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                  • Change Font preference re Notes

                    It would be great if we can permanently format the text/font size when entering notes. e.g. i would like the font to be bigger and bold.

                    2 votes
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                      0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                    • Please add filter columns back to the activity by contact report

                      please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column

                      2 votes
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                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • 'Activity' filter date option

                        Please add a Past Due and Today filter option for the Activity screen. I have several recurring, daily tasks and using the Past Due and next 7 days filter option gives me more than I want to see. Past Due and Today is what I really want to see.

                        6 votes
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                          1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add comments in Activities

                          I would like to be able to add comments to a task in the description section and have it time stamp the comment like it does when you add a note.

                          2 votes
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                            0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                          • Redtail Imaging- sort by chronological order

                            It would be nice if we could have a default setting to how we view our documents both from within Redtail Imaging and from the Documents tab in the CRM. I really don't care about alpha order- I need to see chronological order. PLEASE make this an option.

                            5 votes
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                              0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow note text to keep formatting when creating a PDF of notes report

                              When I create a PDF of notes the text loses the formatting. For notes with bullet list, the loss of formatting makes the note hard to read.

                              10 votes
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                                0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                              • Completed activities and Updates/Timeline

                                Since it is not easy to find completed activities anymore (I'm not referring to looking under a client, but rather a place to see company level or user level activity completion), I have found that our best option is to look under Today, then Updates to see the "Timeline." It's great that we can sort by types, but please also add a timeframe search feature.
                                For instance, I can usually remember a note or activity that I've done in the past week, but if I'm looking for an activity that I completed 4 months ago, but don't remember which client…

                                3 votes
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                                  0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                                • Editing activity series

                                  There's a 'Delete Series' option, but no loner an 'Edit Series' option in series activities. It used to give you the option to edit the series or just the occurrence, and now it's not since you've made the recent update. PLEASE put this back immediately. It is no fun to have to delete a series and redo it every time you need to edit something in a series.
                                  Currently, if you do edit something in a series, when you save, it removed that one occurrence from the series. Not cool.

                                  6 votes
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                                    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Bring back the "Save as New" option when updating an activity

                                    When updating or changing a meeting activity on our Redtail CRM calendar the "Save as New" option helps to better sync the updated activity on the iPads and smart phones. Otherwise the old meetings still appear on the devices.

                                    1 vote
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                                      0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Either bring back Today's Overview or make the Today page customizable. I

                                      Either bring back Today's Overview or make the Today page customizable. Really liked being able to see my activities, notes, etc on the same page, and I liked having my activities filter date automatically sorted to This Week...instead of just today. Instead of scrolling one page that has my main features on it, I am now toggling between several pages. Thanks

                                      17 votes
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                                        0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                                      • I need to see on the timeline recently added notes when I log into Redtail. Not here anymore can you put back.

                                        I need to see on the timeline recently added notes when I log into Redtail. Not here anymore can you put back

                                        10 votes
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                                          0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Permissions / Roles - View Only for Non-Admins

                                          Apparently, only admins are able to view the Roles section in a contact record in Redtail. Several of our team members are non-admin (as I want them to remain) and can not see the Permissions/Roles area and their assigned clients without running a manual report.

                                          I'd like to put in a ticket to allow all users the option to View Only but not edit roles.

                                          3 votes
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                                            0 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
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