REDTAIL Tailwag

How can we improve Redtail Technology's newest CRM?

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  1. FINRA History

    Record All states REP is licensed - Securities and Insurance. Currently this area is NOT user friendly. You can only list states if rep is no longer licensed - you enter start and end dates, Thus inactive. That is not helpful. That is ridiculous. We should be able to list all Active States with ONLY start date. Then edit/add end date if rep is not longer licensed in that state. Please fix.

    4 votes
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      0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
    • Ability to link 2 contacts at once to an activity, task, etc...

      When I want to link a husband and wife to an activity or task, I have to go through the "link a contact" process twice. It would be nice if I could search their last name and just click on both of their names at the same time.

      4 votes
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        0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
      • Calendar Alert Frequency & Sounds

        It would be helpful to have more choices for alerts than default, small dog & large dog. The default alert sounds like an email hitting your inbox rather than an alarm.

        Also, it would be nice to be able to choose when you want to hear the alert. 5 minutes prior to appt, 15 minutes prior to appt, etc.

        Thanks!

        4 votes
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          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
        • Ability to Customize Widgets on "Today's Overview"

          The ability to customize widgets in "Today's Overview" is a necessity. It would help to see "Clients by Status" or "Clients by Source" as opposed to "Contacts". In addition under "Accounts by Type" it would be helpful to show the AUM of the accounts, so you know the total AUM by type as opposed to strictly the number of accounts. The ability to customize these fields would make the overview actually useful for EVERYONE

          9 votes
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            0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
          • Rollover feature- Major Defect/Bug in Tailwag

            In the old Redtail one could move today's incomplete activities to the next day without a problem. Not so with Tailwag. Now we have to go in TOMORROW and rollover activities that weren't completed today(the prior day). The only way around that is to reschedule everything to the same time, which is crazy. Sorry for the inflammatory language but I wanted to be sure this gets taken care of. One should be able to leave the office for the day and know that anything that wasn't done has already been moved to a future date and not have to worry…

            1 vote
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              0 comments  ·  Bugs  ·  Flag idea as inappropriate…  ·  Admin →
            • date of last client review

              Client Review has initial review date, and a formula for next review date. We would additionally like a field- that could be searched or reported of course- for Latest Client Review to be seen in the same Client Review box. The actual date of the most recent review doesnt always coincide with the formula and it would be very helpful when looking at a client page to quickly see that last date

              3 votes
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                0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
              • Activities

                It would be nice if there was a note field within the activity description field that time stamps and specifies who added the note to the activity.

                4 votes
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                  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                • Emails sent with attachments

                  Hello,
                  We would like to be able to see documents we attach to emails when we are viewing the email in the notes history. Right now, there is no proof that anything was attached to the email other than it says, "please see attached" in the body of the email. Email should be saved as a note in its entirety, not just the body of the email. This would be so helpful for teams so that anyone on the team can see the documents sent should a client call in regarding the email. Thank you.

                  1 vote
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • Referred To Field

                    - A field we enter names of clients/COI's we have referred someone to. That way when speaking with them we have a clear visual of what professionals we have referred a client to. Or if we have referred them to others we can ask how they handled our clients.

                    1 vote
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                      0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                    • 4 votes
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                        0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
                      • Highlight Membership

                        Alert the user a contact has membership

                        1 vote
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                          0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
                        • see all open activities

                          On the Dashboard I can show activities that are "Past Due and Next 7 Days", which is very useful for determining which actions I need to take now for a client.

                          But this option is not available while in the activities page of a contact record. I see "past due", "yesterday", "today", "tomorrow", "this week", and "Next <insert time frame here>". Rather than setting a custom range every time, it would be very useful to have the same option as on the dashboard.

                          3 votes
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                            0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please bring back ability to Reassign Attendee in Calendar Activity

                            My branch has just upgraded to Tailwag. I was sad and perplexed that developers have changed the functionality of a key feature our branch rely upon. In Tailwag, when clicking on an Activity from the Calendar that has been created and assigned to me by a partner or my assistant, I am UNABLE to then easily "pass back" my response to this activity and reassign the Activity to that or another person in the same window. Instead of the logical "drop down" option in the past version, I am now FORCED to first click the MORE DETAILS button, which I…

                            0 votes
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                              0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                            • E-mail History Attachment Filter

                              I often use contact e-mail history to locate documents/files which clients have sent to us. Rather than scroll dozens of pages to look for e-mails which contain attachments, I'd like to see a "has attachment" filter similar to Outlook.

                              6 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • make your mobile app more mobile

                                the mobile app needs to be accessible to Siri, needs to show who is calling in if the phone number is only in RT, should be able to sync at the very least with Apple Contacts so i don't have to add in each twice...

                                1 vote
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                                  0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
                                • bulk status changes of accounts

                                  Change of BD... new account numbers assigned...how about a bulk feature that changes a bunch of accounts to "closed". Maybe even add "transfered out" and transfered in?

                                  1 vote
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                                    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
                                  • bypass calendar integration

                                    Maybe the answer is finding a way to use "outlook's calendar" inside redtail? Instead of the integration through retriever... which really is not very good.

                                    1 vote
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                                      0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                    • bypass calendar integration

                                      Maybe the answer is finding a way to use "outlook's calendar" inside redtail? Instead of the integration through retriever... which really is not very good.

                                      0 votes
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                                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Implement Retriever for Tailwag for the Mac OS

                                        Literally the only thing that is stopping my firm from moving from Windows to Apple is the Retriever for Tailwag. We make extensive use of Outlook and must have the ability to sync between Outlook and Redtail if we move to Macs.

                                        Please develop and support Retriever for Tailwag for the MacOS so I can sync my Contacts, Tasks, and Calendar items between Outlook and Redtail.

                                        7 votes
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                                          0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Preview documents

                                          it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...

                                          4 votes
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                                            1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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