CRM

Welcome to our official Redtail 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.
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  1. assign a task to the workflow owner

    Please add an option to Assign a task under a workflow to the owner of the workflow. That way workflows that we can create a workflow assigned to teams as owners, that have steps listed with the owner of the workflow as the person responsible. Then the team member who pick up the workflow can change the ownership to themselves and the ownership of the underlying tasks will change to that person without them manually having to reassign them.

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  2. Show only "Open" accounts within "Accounts by Type"

    This is in regards to “account by type” totals which can be viewed by clinking the “AUM” box within the “Today” page. From there, go to “account by type” box and change to list form vs the chart. At this time, these category totals both "open" and "closed" accounts. The request would be to only included "Open" accounts. If the user would like to see the total "accounts by type", using the filter and creating an excel spreadsheet would be an option. Currently, this excel option is the only option to use to find how many accounts are "open" in…

    6 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  3. Things to do today Screen

    Things to Do today: saving the tiering setting's

    6 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  4. Market News indices

    Today > Market News > Market Indices

    The Nasdaq, Dow and S&P 500 are the only indices that can be tracked? Please add functionality to add additional indices to track as already exists for individual securities. Agree with other suggestion to also add bond prices.

    3 components could be indices, equities and fixed income.

    4 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  5. Market Indices and Stock Watcher Lists - Change the "Change" column (or add new) to show % change, not value ($) change. Much more useful.

    Most people I know when given a $ amount of stock or index change convert it to % change. When the DOW or a stock is reported up $23, what does that mean? When reported as %, that makes more sense. The S&P is up .30%, your holdings are up .43%. Etc.

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Average Household

    When clicking on the AUM from the overview screen, the average portfolio is shown. Would love to see the average household as that number is more important to us.

    7 votes
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  7. Make Contacts Visible In Today Screen Notes View When Note Attached to >1 Person

    Looking at the notes view of the Today Overview and I cannot see the contact name associated with a note when that note is connected to more than one contact

    5 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  8. Show the AUM on the today page only to specified users

    I would like the ability to show the AUM on the today page only to specified users

    91 votes
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    8 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  9. Changing the "Things to do today" section of the Today page.

    provide the ability to select (within reason) the columns in the "things to do today" section of this page. for those of us who are solo operators or in very small operating groups, some of these headings are unnecessary (assigned to - EVERYTHING is assigned to me), (catagory - not the most relevant point unless someone wants to disabuse me of that notion). also, allow for the order of columns to be changed left-to-right. E.G.; my thought process is (and i assume i am not alone), Who, When, What, Details. Who am I working on next; When do i need…

    1 vote
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  10. 1 vote
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  11. stock watch list

    Show the Stock Watch List changes as a percentage, not dollar amount. Much more useful.

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  12. Team Notice Acknowledgement

    Sometimes a team notice is very important for everyone to see. It would be nice to be able to allow users to acknowledge it so you know when everyone in the office has seen it. Also maybe it should pop-up as a window to dismiss when you first login so you can't miss it.

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  13. 23 votes
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    4 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  15. Team Notices: allow us to archive them so we can pick and choose which ones to display each day.

    Allow us to archive them so we can pick and choose which ones to display each day. Right now with the way that it is set up, every notice will be displayed on the "today" screen; there is no way to select which ones you would like displayed. Therefore, you have to delete any notice that you don't want displayed. It would be great if we could create an archived listing of notices so that we could select which ones to display depending on the day. This would be useful for recurring meetings or events or specific reminders that correspond…

    4 votes
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Date Filter for 'Last Week' in Open Activities

    Please add a specific date filter for 'Last Week' in Open Activities. I used this all the time in Leapfrog, and I miss this feature. The only past due filter currently available is ALL Past Due Activities and that is too big a chunk. Yes, we can create a custom date, but this would be quicker.

    9 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  17. pie charts

    Pie charts on overview page, allow creating own charts, such as AUM by discretionary, or AUM by Managed, or AUM by Type, etc.

    14 votes
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    2 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  18. Stock Watch List Not Working for Mutual Funds

    Stock Watch List Not Working for Mutual Funds. I have have a group of mutual fund tickers on my watch list for some time now and at no point have they updated with values or any other information other than listing the Mutual Fund tickers I entered.

    9 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  19. stock watch list

    Have unlimited amount of watch list stock tickers

    9 votes
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  20. Reminders for Account Renewals

    In the leapfrog version when you clicked on account renewals you'd see a list of contacts with accounts that are coming up to the renewal date. In Tailwag you just see account numbers and no contact names unless you click on the account # to get more information. It would be more useful to see a list that shows contact name not just account number.

    14 votes
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