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Welcome to our official Redtail CRM feedback forum!

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3299 results found

  1. Option to automatically rollover activity

    It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…

    1,217 votes
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    47 comments  ·  Activities  ·  Admin →
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  2. Householding Client Groups via Head of Household

    When I click on the contacts tab, I would like the option of setting it to automatically populate a list of only my head of household clients. Not vendors. Not other advisers clients. Not each individual client. ...just a household head count and contact list.

    23 votes
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    0 comments  ·  Family  ·  Admin →
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  3. Add "Years Until Retirement" next to Retirement Date in Know Your Client

    This would be a helpful feature for quickly looking at a clients record to determine the number of years until they retire. Once we type in the clients birthday and retirement date, the system would calculate the number of years until they hit that retirement date. Much like the anniverary or birthday counting feature. Thanks!!

    23 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  4. Please add the option to a bulk 'Review Frequency' change

    It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'

    46 votes
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    4 comments  ·  Client Reviews  ·  Admin →
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  5. add the confidential personal profile to your exports for a group - this is listed as a "common task" and we use it for every client.

    We use this form every day all day for incoming clients. It would be nice to be able to print them all at once instead of one by one. We are in a project where we need all clients printed at one time and it is very frustrating to print 600 of these individually.

    1 vote
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    0 comments  ·  Bulk Actions  ·  Admin →
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  6. Data Entry when Adding Documents

    When uploading you just have the option to upload the document and then go back and change everything. Any way it can be changed so that all of the information on the document is stored when you upload it.

    60 votes
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    6 comments  ·  Documents  ·  Admin →
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  7. inline editing

    Enable the ability to edit a field by just clicking on that field instead of needing to always right-click on the record/field and seclect "edit...". THis is also known as inline editing...

    9 votes
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    5 comments  ·  Other  ·  Admin →
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  8. Add a feature to reports that highlight "created by" catagory

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. Email a document from the CRM Document Storage section

    email a document straight from the document window

    49 votes
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    1 comment  ·  Documents  ·  Admin →
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  10. I would like to be able to search for appointments I have scheduled for myself ( for people that are not redtail clients)

    add a report in activities; assigned to me by me.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  12. Monthly Calendar - when click on "today" on left, top...actually bring the view to "today" instead of showing the beginning of the month

    5 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. Enhance the capabilities of the "Like" operand for Advanced Searches.

    Currently the 'Like' operand is intended to be used with 'Values' that are being typed in, not selected from a drop-down menu. So it doesn't pull any results when selecting from a drop-down "Value" menu. Many offices use a number of values containing the same words. So, currently we're required to use the "Equal To" operand which makes for excessively long entries for search criteria with several different levels. "Like" worked with drop-down "value" menu options in previous versions of Redtail, so this should be revisited to save us all some valuable time when setting up Quicklists and other searches.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  14. Allow status or category to be automated based off of next activity

    This would be specifically helpful for scheduling.

    If you want to make sure all of your prospects are being followed up on and would like to categorize those you are actively pursuing separately from those you are not actively pursuing, it would be very helpful to have an automation feature which selects status or category based on whether or not a contact has an activity scheduled.

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. Lookup

    Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  16. In accounts we should be able to add a place to name the account and not just see the account number

    In the account section, it would be great to have a place to put in the name of the account as opposed to just seeing all of the contacts account numbers.

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

  17. management page

    As the manager/director of our firm, I would love a management page that would be a database for me to see big picture output like a dashboard overview, of my firm or producers pipelines, tracking of workflows for division, outstanding tasks, etc. a quick view for management purposes with the ability to drill down on a specific topic.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  18. Stop moving 'month view' calendar page after adjusting activities/ what happened to save/complete/new?

    Every time I am in the 'month view' in the calendar and I click into an activity and click 'save' or 'complete' or any other option, when the task closes the calendar is automatically brought to the top of the page (the beginning of the month). It is incredibly frustrating having to find my place on the calendar again, especially when there are a large amount of tasks in a month, and I am nearing the end of the month.

    Also, I want 'save and complete and new' option back. Why can I not create the next next task from…

    4 votes
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    0 comments  ·  Calendar  ·  Admin →
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  19. typing dates

    PLEASE stop forcing us to type dates as dd/MM/yyyy and then click on the same date on the pop up calendar. We should be able to type the date quickly and easily - ddmmyy or ddmm with the year as the default current; as we were able to do so in LeapFrog Legacy.

    13 votes
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    0 comments  ·  Calendar  ·  Admin →
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  20. Report Disclosures Editablility

    Report disclosures:
    1) Should only be editable by Administrative users
    2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
    3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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