REDTAIL Tailwag

How can we improve Redtail Technology's newest CRM?

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  1. Please show memberships under the family household.

    Please show memberships under the family household.

    7 votes
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      0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
    • Automatically update last review date in client review section

      It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.

      1 vote
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        0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
      • reports

        When Running a report and using Custom Export feature I really need the data to be accurate and match exactly to what is stated in the CRM. Basically when I delete a keyword etc. from the CRM I need it to flow through to my exports.

        1 vote
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          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
        • Integrate the Redtail calendar with Apple Calendar

          When registering for Redtail the sales staff assured me the Redtail calendar integrated with Apple Calendar on a mac. It does not, but it would be nice if it did.

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Please enlarge the shortcut "icons" top right (?) and change the shade or color to make is easier to "find" them...User friendly. Thank yo

            Please enlarge the shortcut "icons" top right (?) and change the shade or color to make is easier to "find" them...User friendly. Thank yo

            1 vote
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              0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
            • 5,10,15,20,25,30, Dropdown Alert Options

              5,10,15,20,25,30, minute Dropdown Alert Options

              There should be the ability to choose a Dropdown to have an alert go off closer to the final activity time,phone call, or task. The currently available 30 minute option (with alerts every 5 minutes) is insufficient and annoying. I would like the ability to have 1 alert (popup) closer to the final time (particularly for phone calls or tasks)

              3 votes
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                0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
              • Team Report

                It would be nice to have some reports for teams and users. For instance, a report which shows which users are members of which teams.

                1 vote
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                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • email history

                  Can the email history be moved higher on the list in the left column? It seems it should be easier to access since it's a section frequently used.

                  4 votes
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • notes

                    It would be really helpful if there was a general notes section that was searchable by keyword. We would like to be able to take notes about general business and this is not always attached to a client. These notes appear on the timeline but then get lost in the masses.

                    3 votes
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                      0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                    • Make it so admin has control of what a user can see or limit what a user can see. i.e. Account balances

                      I don't want all users to see every account balance. Make it so I can change what a user can see. I work in a credit union and if I want a teller to add a contact to start a workflow animation, I don't what them to be able to see what my currant clients balances are. That would be super helpful. Thanks +

                      3 votes
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                        0 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
                      • Imaging rearrange folders not alphabetical

                        Be able to rearrange the folders within imaging besides alphabetizing.

                        1 vote
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                          0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                        • Activity report based on date activity was created

                          We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.

                          1 vote
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                            0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                          • Initial investment report

                            I would like to see a report that shows "initial investment" for each asset in the asset report. Clients are always asking, "well how much did we start with". Currently we have a place to put the information but no report to show it and I don't believe we can search for it.

                            3 votes
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                              0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Today's Overview Edit

                              It would be awesome if we could edit what we see on the Overview screen. Maybe we don't need to see "Contacts by Status" or "Recently Added Notes". I know it would be convenient for my office if we could have a certain report automatically show up on the Overview screen. For example: We would like to see the report for client reviews automatically, without having to click on multiple links to get there.

                              1 vote
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                                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                              • PreciseFP

                                It should also be noted that:

                                1. The Contact MUST have a "HOME" email and that email MUST be the PRIMARY. This makes absolutely NO sense! That means we have to put inaccurate info in Redtail by labeling a work email address as a home email address and making the home email address the primary even if it really isn't. I don't know about anyone else, but I have clients who I email work stuff to work and Jokes to their home! I hope I don't send the wrong one to the wrong place...especially when doing an group email.

                                2.…

                                3 votes
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                                  0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                                • Referral as a Trigger Event

                                  Please consider adding "Name entered in Referral field" as a Trigger event for Automation Templates.

                                  6 votes
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                                    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • permissions in redtail CRM need to carryover into redtail imaging

                                    We can set permissions in redtail CRM by teams, however, these permissions do not carry over into redtail imaging. This is important for a multi advisor office where advisors do not have full access to the database.

                                    1 vote
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                                      0 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • LaserApp Mapping

                                      Have LaserApp pull GAI from Financials instead of Professional Contacts..... as one would assume it would...

                                      Also, fix it so you don't have to enter the occupation twice. If you don't put the occupation in the in header (under the name) it won't pull over into laserapp. Have that auto fill from the professional contacts or vice versa.

                                      3 votes
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                                        0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Please add a total to the Portfolio Summary Report

                                        The portfolio detail report shows a total of all accounts at the bottom. This total is omitted on the Portfolio Summary report. Can you please add it to the report? It'd be greatly appreciated!

                                        6 votes
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                                          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Hyperlink two clients in workflow

                                          When two Clients are linked in an activity, hyperlink the two clients in the workflow.

                                          7 votes
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                                            0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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