CRM (Tailwag)

Welcome to our official Tailwag CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For more information on migration to Tailwag, you can contact our support team at support@redtailtechnology.com and check out this FAQ:

https://help.redtailtechnology.com/hc/en-us/articles/203977280-Project-Tailwag-FAQ

How can we improve Redtail Technology's newest CRM?

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  1. Seminar Attendees

    There isn't a way to mark an attendee bringing a guest - no where for "plus one"s. Many times, you don't know the person coming until after the event. It would be helpful to have a way to track how many people are coming with someone.

    3 votes
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      0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    • more permissions

      It would be nice to be able to add more than one permission team/user to a contact/note/activity as you set it up. I know you can go in and add multiple permissions to the contact and notes after initial set up, but it just extraneous. Additionally, you can't add multiple permissions to activities at all.

      We have multiple advisors that all have our office as their back office. So, to be able to add an "Office" team permission, then the specific advisor with user permission would be awesome. Versus needing to create individual teams for each advisor that would include…

      3 votes
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        2 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
      • Deceased Contact

        It would be nice to show, visually when you look at a contact, that the client is deceased. I was thinking maybe graying out the box on the top of the page to show this. Also it should show up maybe as a gravestone next to a contact name in the search. That way I don't need status to say former client and then category to say deceased. (

        3 votes
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          0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
        • be able to put PDF's in notes

          When making a note be able to attach PDF's in there

          1 vote
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            0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
          • export contact info

            Be able to select which pieces of information you want to export. As it is now, you have to choose phone number OR email. Then have to manually merge excel reports. Would like to select each option and add information to ONE report to download. Would be awesome!

            3 votes
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              0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
            • Notification Improvement

              While I am thankful that I can get notifications for things like when activities change but I feel the notification is not specific enough. I would like to see what exactly has changed so if it go rescheduled says it used to be November 18th, now it says November 20th, as well as who made the change. If the notification is for a newly inputted activity make sure that it says that it is a new activity and again, say who added that activity. If I get two notifications, both about a staff meeting, the first one says it is…

              3 votes
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                0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
              • Activity Notes Linked to Account

                For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.

                4 votes
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                  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                • Personal Profile form address field blank

                  If the address field is empty then the address fields do not appear when you print the Personal Profile form. We use this form to collect information from new clients. It is problematic that the address field does not appear on the form.

                  4 votes
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                    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                  • Do not Print Closed accounts in the Personal Profile

                    I would prefer if the account list on the Personal Profile Report NOT list the closed accounts. It clutters the list and makes it hard to see what's what.

                    3 votes
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                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • syncing icloud with redtail contacts and calendar

                      syncing icloud with redtail contacts and calendar

                      3 votes
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                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                      • Appointment Reminders via Text and Email

                        Human Resource to call out for reminders is an expensive way to utilize your staff. It's also difficult to retain good people to just call and remind. Consumers today are looking for text messages and email reminders for upcoming meetings and we'd love to see that as an option for items put on our advisors calendars.

                        5 votes
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                          1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
                        • AT&T or Sonic.net

                          Offer AT&T or Sonic.net phone services as partners in the VOIP connections.

                          3 votes
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                            0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                          • Faxing capability

                            Hello,
                            We are trying to go paperless, like so many offices these days, but we have some clients who still use a fax machine. It would be nice to have the on-line option to fax documents to clients. Please consider this!

                            Thank you,
                            Regina Dietrich

                            1 vote
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                              0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
                            • Automation/Workflow and Client Contact

                              Automation/Workflow and Client Contact
                              When an automation is created and linked to a client profile the workflow that is generated from the automation doesn't link to the client. Please create a link from the automation to the workflow so we know who the workflow should be attached to. Thank you!

                              4 votes
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                                1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow attachments in all note boxes

                                Allow for attachments in all note boxes - this includes activities, client notes, workflow notes etc.

                                3 votes
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                                  0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
                                • customize financial information

                                  Ability to customize Financial Information section under Know Your Client. Each office / broker dealer has its own requirements for disclosing holdings. For Example:
                                  Real Estate vs Securities
                                  DPP vs Non-DPP
                                  Liquid vs Illiquid

                                  We should be able to customize the verbiage so we can use the information for filling forms, compliance or marketing.

                                  3 votes
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                                    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
                                  • former employee

                                    When I look at the dashboard for notes or activities I can see who put in what activity or note. However, we are not a new company and have removed people completely from Redtail after they have left our employment. While I don't want to be able to see them in a drop down I am fine with still being able to tell they are the ones that added an activity from 8 years ago as opposed to it being blank. Or maybe just consolidate them all into one (former employee) catch all after we remove them otherwise from Redtail.

                                    3 votes
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                                      0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                                    • future workflow task report

                                      It would be great to be able to run a report of upcoming workflow tasks that have not yet been activated because the workflow is still in a previous step. We want for one of our employees to have the ability to quickly see what's upcoming for him and be able to complete any upcoming tasks that are doable now although they are not activated.

                                      3 votes
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                                        0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Account Transferred To

                                        It would be nice if I could go in a closed account, go to a field named 'transferred to' and had the option of selecting one of the client's other open accounts. In the open accounts it would record previous account numbers as well. So if the account had been around for 30 years and a handful of BDs you can easily look back to see what the account numbers used to be or what other accounts have transferred into it. While ideally it would carry over performance history and cost basis (thats a one day goal for Redtail, right?)…

                                        3 votes
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                                          0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Calendar events

                                          It would great if you can add the capability to set alerts for calendar events and activities. Thanks!

                                          1 vote
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                                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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