Redtail CRM
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111 results found
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Add a rolling reminder to contact a client X days after last contact
Set a reminder or activity that automatically prompts to contact a client at a specified interval after the last contact. That is, activity automatically repeats 30 days (or 90 days, or 180 days) after the last activity is completed. Currently repeating tasks must be hard coded to repeat at specified intervals; they are not sensitive to completion of the last iteration of the task.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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To Do:
A blank note pad (Not linked to calendar or contact) to be able to add and delete notes, things to do, etc. There are plenty of "To Do Things that I do not want cluttering up the calendar but need to from a "Notepad" once finished. It would be nice to have this in Redtail so that I have it digitally where ever I go not just on y desk.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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noting tasks
it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Kanban-style "activity" management
Enable drag and drop feature to organize (and view) activity status: To Do / In Progress / Complete.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.
The drop down menu is active even when the "tax qualified" box is not checked. It therefore should include options for "Non-Qualified" and "Non-Qualified Joint." We should not have the sole options of using "other," or simply leaving this field blank.
26 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Things to Do Today
The items in this section should remain on "today" until either completed or the deadline that we create has passed. For instance if I create an item yesterday to be completed by tomorrow, it's still a "thing to do today" and not yet "past due" or "upcoming". If this can't be changed, this section should be changed to "Activities CREATED Today" to be aptly titled for what it is doing. If changed, this would be a very useful working task list. As is, it seems very limited in its functionality. Seems like a very simple fix, just to change the…
26 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Create default privacy option setting for create activity window
Please allow a default setting for create activity screen or activities created by activities created by integrations like Acuity to allow the privacy option to default to a specific team rather than Everyone. As an IAR in a firm of more than 24 advisor teams, changing this each time an activity is created is time consuming; when an incorrect team is selected, it’s necessary to ask the administrator to change it.
26 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Turn off email notifications for activities if the only change to the activity is the date (moving it forward--taking it out of past due)
We utilize activities with multiple attendees. If there are no updates to an activity except a date change, an email notification is still sent to the attendees. Date change only occurs frequently in our office and our email inboxes are being inundated with email notifications that aren't necessary. It would be great if there was a way to only send the email notification if there are changes to the actual details in an activity.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add draft notes to activities
I just typed a long description into an activity and lost it all. After several email exchanges I finally called in and was told to add a linked note to the activity so that drafts would automatically be saved as I type. THIS IS NOT THE CASE. The only way to have saved drafts if a note is added to a contact. We type all our meeting notes within an activity. Please add this capability to linked notes in an activity.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Make Past Due & next 30 days... More than 30 days.
Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.
I see that this was completed in 2017, but don't see it on my system
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Calendar Pop-Up Feature when scheduling actiivities
It would be great when adding an activity, if you could somehow see what events are already planned for that day. This way you won't double book any appointments you already have. I find myself quickly, scheduling meetings from quick add section, but often have to bring up the calendar in another tab to see what is already scheduled for that day.
Would it be possible to have a "calendar pop-up" feature, displaying events on a day, as you key in the date?
Would be handy!
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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23 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Uploading contacts into Redtail CRM
We should be able to upload contacts into the Redtail CRM without having to go thru the helpdesk. This isn't an uncommon activity anymore. Other CRM's allow this to happen.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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table editing
I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Date stamp
Would it be possible to have an icon for a date stamp within the note field of an activity? So if someone posts something they do in an activity that moves along (or that multiple people are working on), they could just hit that instead of having to type the date in.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Junxure Time Stamp
Within an Open Activity, there will be a sequence of notes, most recent on top, of what is being done with that particular activity. Junxure offered CTRL J which equaled (sample) "10/9/19 BMW 1:00 PM", it was great. I have offered this suggestion in Request #626395 8/21/17 and #695898 1/3/18.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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21 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group
Link Workflow to Activity Templates so that you can see the task for the group, along with notifications and attaching supporting documents in workflow.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Kanban board
It would great if Redtail and a feature like a Kanban board. We are currently using Trello
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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