CRM (Tailwag)

How can we improve Redtail Technology's newest CRM?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    This would be helpful when archiving records. It is reasonable to delete inactive and deceased clients from Redtail.

    3 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    • Added Option to "?" Button

      When clicking the "?" - It would be helpful if it could take you to an explanation for items specifically on the screen you are viewing.

      1 vote
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow More Flexibility When Creating Workflows

        It would be great if you could edit an outcome by being able to rename it or rearrange outcomes in a Step.It would also be great if you could rearrange the tasks as well.

        1 vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
        • "Managed Database Lists" Report: Create a report for these list items so - when importing new clients we can run a report of the correct ter

          "Managed Database Lists" Report: Create a report for the items in the Database Lists, so - when importing new clients we can run a report of the correct terms already in use so we don't create extra/duplicates

          2 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
          • Add button to quickly print Email from Email History

            Would be convenient to be able to click to print an email from email history when I open it to view it. Pressing ctr+p to print from the browser has too many formatting issues.

            1 vote
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
            • Add emails to notes page

              It would be helpful if all emails from Redtail Email were added to the notes page also. That way all client communication is in one spot instead of having to check notes, and also email history and try to match up dates to put together client communication.

              3 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
              • Have the primary email show a different color to make it stand out

                Right now the primary email is just bolded but the same color as the other emails. It would be nice to have this a different color.

                1 vote
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                • Default setting for Contact List

                  For a multiple advisor office - it would be nice to be able to see the WrtAdvisor - for our admin, operations people as the default in the Contact List or at least let us not have to click the box to add it each time we look at a Contact List

                  4 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                  • All Contact list display

                    On Contact list display include an option for service and writer advisors as default fields rather than requiring the "x-ing" of the box each time.

                    1 vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
                    • automations

                      It would be great to be able to link a workflow to an automation and the owner/team of the workflow receive an email letting them know that a workflow has been triggered so they can begin working on the tasks,

                      Currently, you do not get an email when a workflow is triggered, you have to go into workflows and see that new workflows are live that have been triggered from an automation. That is a way for things to get over looked and not completed.

                      3 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bulk e-mail record should be kept permanently - We just needed that for an audit and it was GONE

                        Keep Bulk e-mail record under Manage Broadcast e-mail permanently - Good record to have in case of Audit.

                        1 vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                        • Last Name Search

                          When doing a Last Name search, it would be helpful if members of the family that have different last names which are linked through the "Family Name" feed through the search results. There are couples that maintain their premarital names as well as children with different last names that should be shown together.

                          1 vote
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                          • Joint Accounts

                            I see you have had other requests regarding Joint Accounts. When you add the account to one of the owner/annuitants, it should automatically be listed under the joint account holder's accounts.

                            3 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                            • The search on the time line doesn't seem to work

                              I was trying to search for a deleted account and entered the contacts last name. The search didn't work. It would be nice to have tabs for dates. A better search option would be very beneficial.

                              1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Bugs  ·  Flag idea as inappropriate…  ·  Admin →
                              • Display who requested a custom report in dropbox.

                                When creating a custom report, it would be nice to see who created the customer report when viewing the reports in dropbox.

                                1 vote
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • CRM the ability to use highlighter or colored font to distingish between advisors when using contacts lists

                                  Multiple advisor office with former advisors - the ability to easily identify the contact with the advisor without having to add the advisor column.

                                  4 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
                                  • License - Appointments Sorting

                                    Under licenses, there is an appointments section to record rep codes and other details of a certain appointment, but it has no way of sorting it in any way or form. Please give an option, drop down, something to sort by company name, start date, or custom list order (like google stock portfolio in google finances)

                                    3 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Bulk change for Note Categories.

                                      It would be helpful to have a way to bulk change the Note Category. We recently redid our categories and we want to delete the old categories. But we want to go back and change the historical notes' categories that have the old categories, before we delete them from the Database Lists.

                                      3 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add feature to enable setting Imaging Timeout to individual users preference as in CRM. This would be very helpful.

                                        All individual user to set their time preference for how long Imaging stays open just as in CRM.

                                        2 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • LifeSite Webinar

                                          the webinar did NOT show any integration of what the tool did.
                                          we never saw any LifeSite webpage beyond the one landing page!
                                          The $500 offer really didn't explain much of what one got.

                                          1 vote
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 176 177
                                          • Don't see your idea?

                                          Feedback and Knowledge Base