CRM

Welcome to our official Redtail CRM feedback forum!

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  1. Today's Overview Update 10/17/19 is excessive and not user friendly.

    The page should be a place to summarize your activities-the recent update has added far too much information in a nonsensical way-please provide a way for users to go to their preferences and change this page back to an overview.

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  2. I want to show the next several days of birthdays on the main page

    I want to show the next several days of birthdays on the main page

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  3. 8 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  4. better call in response times

    Call in responses for customer service are taking three times longer than any other vendor in the market. The time most of us have to wait on hold has increased significantly over the years. Please compare you data on avg pickup time .

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  5. Enable Custom Columns on Today Screen - We Don't Use Location

    It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.

    7 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  6. Multiday Activities Should Appear in Today's Activities Multiple Days

    If you have an activity that lasts from Monday to Wednesday, it should appear in "Things to do Today" on Monday, Tuesday and Wednesday. Not just Monday.

    12 votes
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  7. Team Notices

    I love the Team Notices feature and it's very convenient, I do wish that there was a way that other team members would get a notification or an alert when a new Team Notice were added or that the Team Notice would somehow be flagged as "New" to draw more attention to the fact that they may not have seen it.

    5 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. 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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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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

    103 votes
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    12 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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.

    6 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  19. 23 votes
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    4 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
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