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Redtail CRM

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3308 results found

  1. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.

    3 votes
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  2. 'Assigned to' Activity Column Viewing

    It would be helpful if the 'Assigned To' column within the Activities tab were able to be permanently expanded to show all users (instead of stating "3 users", for example, and list out the names).

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. Office 365 links to documents

    It would be great for the linked documents section to have a prompt for Office365 or general weblinks. When you post a document into Redtail it becomes static. Posting a link would share the "living document" that we can then access repeatedly on recurring tasks or complex projects requiring more users.

    3 votes
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    0 comments  ·  Documents  ·  Admin →
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  4. Workflow task showing due on calendar when task is completed. Task colors do change when task is completed but still shows as due.

    After completing a task, only the color of the task will change to show the task has been completed. Task still shows DUE at the beginning of the task, when in fact it is completed.

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  5. CUSIP

    Add CUSIP as one of the identifiers available in the search for Bulk Actions

    3 votes
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  6. Bulk Action - CUSIP Search

    It would be extremely helpful if I could search by CUSIP for all accounts that hold a bond so that i can take a bulk note across those clients with that position

    3 votes
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  7. Redtail Speak history for team members

    Have the ability to see Speak history for team members in a channel, in a similar manner to how we can see it for clients in CRM.

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  8. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    Provide administrators with an overview of client activations of Redtail Speak. Have the ability to view conversations initiated by other users for compliance oversight. Need the ability to monitor text exchanges to ensure compliance with SEC directives.

    1 vote
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  9. Send entire contact list to Adviceworks in one action.

    I can send an individual contact to Adviceworks, but I would like to send my entire Redtail contact list to Adviceworks in a bulk action rather than one at a time. There should be a way to select all contacts and send them to Adviceworks with one click.

    1 vote
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  10. Employer Field - Add dropdown feature to list Employers the user can select from

    Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…

    1 vote
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  11. add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)

    we have our clients segmented into 4 categories and it would be really helpful to be able to look at activities, especially past due activities by client segment. If we could filter the past due activities by contact category that would allow us to to see what outstanding activities remain by client service tier

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  12. filter by occupation type

    It would be helpful to pull a report for 'Referral By' by the contact type. For example, instead of listing the name of a CPA, just list 'CPA'. The same could be said for client referrals - once again, instead of the client name, just list 'client'. Furthermore, if it's a referral received from our company website, it would be nice to have 'website' listed.

    3 votes
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  13. Color coding for Employees/Advisors

    We are needing a way to color code per our advisors/employees, not just for different activities. Is anything planned for this??

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  14. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    If I am creating a workflow, I can assign the "Owner" of the workflow to a specific user, but there is no way for me to assign the underlying Tasks to that specific user unless I go into each task individually.

    There should be an option within the workflow template to initially assign each task to the workflow owner. This way, I can start a workflow, make a specific user the Owner, then all tasks will be assigned to that owner.

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  15. Change background color of current day on calendar.

    When I open the calendar daily, I would like to see the current day bolded in the background of the calendar box.

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  16. Mobile app - ability to use "Today" tab feature but filter for past due or upcoming items

    Would be great to have the ability to use the "Today" tab but have a filter option to look at past due / upcoming activities too. On the web version there's a hyperlink that takes you to "Open Activities - Past Due" or "Upcoming items". That view helps me visually plan with a to-do like feature that I miss out on in the app. The calendar shows past due but it's not on one running list as it does on the website. It's a delayed per day view on calendar.. Would love a listed out version as it does on…

    3 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  17. Setting preferences for each activity type length

    Setting a preferred length of time for each activity type, ie appointments would be an hour & 15 mins, tasks 15 minutes, phone call 30 minutes, etc. so when setting those tasks it defaults to that amount of time automatically without having to adjust the times from where you clicked on the calendar.

    3 votes
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  18. Allow us to Edit Notes

    Give us the ability to edit our notes once posted, not just add an additional comment below the note.

    3 votes
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  19. Show All Activities Yet to be Completed

    Instead of only showing Activities Due Today, allow us to filter the date range for outstanding Activities (past due and xx days in the future) and save that preference, so we don't have to manually go in and filter the results each time.

    3 votes
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  20. Show Workflows and Activities in the Client's Note Section

    Open (and competed) Activities and Workflows should appear in the Notes section of the client's Redtail, rather than only being able to view activities once completed and having to scroll all the way to the bottom to view active workflows.
    We can have the option to filter out the feed, as necessary.

    3 votes
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    1 comment  ·  Notes  ·  Admin →
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