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3299 results found

  1. Please work on the Automation.

    Either allow it to be customized or add many more triggering events.
    -Change in writing or servicing advisor to trigger a notification to that advisor.
    -Workflow completed should be able to trigger another workflow or notification.
    -A specific workflow outcome to trigger a new workflow

    and so many others.....why not just open the automation to all the categories offered or created?

    57 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. Drivers license info feed into Laser App

    Drivers license info feed into Laser App as well in contact data

    12 votes
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    0 comments  ·  Integrations  ·  Admin →
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  3. Anniversary duplication

    When you create a family and the husband/wife syncs together, you should also sync the anniversary dates. Currently, you have to input the anniversary in both contacts. It would save time to only input it on the head of household and then it syncs if you have created the family and put married.

    46 votes
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    2 comments  ·  Family  ·  Admin →
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  4. add a new status

    In addition to OPEN< CLOSED, etc add Refused Offer

    127 votes
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    28 comments  ·  Accounts  ·  Admin →
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  5. Dependent Types Add customization for them

    in the family's section. for Dependent Types Add customization for them i.e. Pet to the options current list child, grandchild, other would like to add our own custom types

    10 votes
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    0 comments  ·  Family  ·  Admin →
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  6. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.

    27 votes
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    0 comments  ·  Email  ·  Admin →
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  7. Adding an option to link a workflow to an activity, when adding an activity to the calendar

    Adding an option to link a workflow to an activity, when adding an activity to the calendar

    10 votes
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    1 comment  ·  Activities  ·  Admin →
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  8. Collapse Workflow Steps

    When building workflows, it would be really great if we could "collapse" the step to hide the underlying tasks. Our workflows have a lot of tasks with long descriptions and it is easy to get lost when building a workflow.

    29 votes
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    1 comment  ·  Workflows  ·  Admin →
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  9. The ability to attach a picture of the Driver's License to the ID area

    Click on the DL or ID number and it bring up a photo or copy of the ID

    16 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  10. Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities.

    Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities so all details for a trade action are together, new account is together, etc. I was very excited when I went to a Redtail meeting and explained what I needed. I was told about the save draft feature but I was quickly let down when I returned to the office only to find it works on notes and not notes within activities.

    14 votes
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    1 comment  ·  Activities  ·  Admin →
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  11. Add Status (and Category) columns to Membership (pdf) report

    Add Status (and Category) columns to Membership (pdf) report so it is complete and same as Memberships tab. For instance, if a member is deceased this is not evident by the report.

    7 votes
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    0 comments  ·  Memberships  ·  Admin →
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  12. An Automation for adding contacts to a tag group (syncing with retriever cloud)

    With Retriever cloud,
    We must sync contacts via a tag group.
    With R4TW we're able to sync contacts with a quicklist,
    quicklist are more beneficial since they update automatically.
    If there was a way to choose quicklist with retriever cloud, even better.
    If there was a way to set an automation to add contacts to a tag group, also even better.

    30 votes
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    1 comment  ·  Automations  ·  Admin →
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  13. the ability to manually link emails to unrelated records in archive email history in database.

    save an email to a clients contacts that the clients email is not part of. basically if a client is not in the email correspondence at all can we save the that set of emails to the clients contact record. no email headers match up with contact records based on a matching email address.

    21 votes
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    1 comment  ·  Email  ·  Admin →
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  14. Add more Automation Triggers

    It would be nice to have the following workflow triggering event.
    1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
    2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.

    72 votes
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    1 comment  ·  Automations  ·  Admin →
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  15. Personal Profile Form

    We like the layout of the new Personal Profile Form/Confidential Personal Profile, however, the custom titles for Contact Information are not properly capitalizing.
    We utilize the custom fields as intended and have proper capitalization for client names, yet when we pull up the Personal Profile Form those titles are not formatted as we have them entered. We print these forms and have our clients review them to check for accuracy and not having their names properly capitalized looks unprofessional and poor on our part.
    Can the custom titles on the Profile Forms please match suit to what is entered in…

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Count of Activities on Mobile App

    I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. Thanks.

    6 votes
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    1 comment  ·  Mobile App  ·  Admin →
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  17. household

    When creating a Household/Family name it requires "and" instead of "&". I feel like this started somewhat suddenly a year or so ago. If I forget then when I run reports it comes out as "&"

    13 votes
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    0 comments  ·  Family  ·  Admin →
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  18. View to see all activity on a Contact Record for certain time period

    Would be nice to see all activity (whether an activity, note, phone call, email, etc) by Contact for a selected time period. This would be particularly beneficial when returning from time away from the office to see a consolidated view of everything. Could just be a screen view, or report.

    13 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  19. Contact Name in Open Tab

    When a contact is open in an internet tab, it would be nice to add the name to the open tab(s) since I flip back and forth between different contacts and I know I am not the only one that works off of multiple tabs.

    44 votes
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    2 comments  ·  Contact Record  ·  Admin →
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  20. Opportunities Display

    Would like to be able to customize the size of the description box that is displayed in the main opportunities screen.

    9 votes
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    0 comments  ·  Opportunities  ·  Admin →
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