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Redtail CRM

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75 results found

  1. Ability to change username

    I just got married and can't change my username to reflect my new name. I am able to change my last name where it appears in Redtail, but not your username.

    15 votes
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  2. Filtering Reminders

    Right now you can only view all reminders or view one specific type of reminder at a time. It would be great if people could filter out the type of reminders they don't want to look at but still be able to see all the other kinds. For example, they could set it to view all the reminders except Birthdays and Anniversaries, or to view Workflow, Client Review, and Account Renewal reminders but nothing else. And make the setting savable so you don't have to change settings every time you look at reminders.

    27 votes
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  3. Deleting Tag Groups Should Be an Admin Function

    The ability to delete a Tag Group should be an administrative function. Users currently have the ability to delete an entire tag group for our entire database.

    27 votes
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  4. Contact Categories Specific to a Contact Status

    Be able to create a contact category that only generates when a certain status is selected.... Instead of having a huge drop down list of every category known to man, let the admin create what categories are to be selected depending on the status that is selected.
    Example: Status selected is "prospect" then "category" choices would be a limited list of what the admin created instead of a giant dropdown list 100 categories.

    31 votes
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  5. Account UDFs Group Packages

    For certain types of accounts (Variable Annuity, IRAs, Managed Accounts, etc.) it would really help administratively if you could select a certain Account UDF package.

    This could be designed by the admin on the account, and whenever a new account is added for data entry, the admin assistant could select the proper group package for ALL appropriate UDFs to be loaded into the type of the account.

    This would help the users to make sure the appropriate information is being added to the accounts so that when it comes time to service the client account, the information needed should be…

    41 votes
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  6. User Privileges & Rights

    I would like to know if you would consider additional settings for different types of users. We used to have this on our ACT database. For example, we have the need to give someone access to add notes only and not be able to edit other data, delete data, nor be able to schedule or edit appointments. The more choices the better in terms of deciding a particular user's role within the CRM.

    22 votes
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  7. Assign Roles to Specific Teams | Advisor, Assoc. Advisor and (CSA) Client Service Associate of Team

    Right we have the ability to change the Roles in bulk for clients, but being able to add a prefixed option for a team on who should be the Advisor, Associate Advisor or CSA would be so nice.

    So when you add team permissions to a client it automatically adds in the preassigned roles to the users.

    The ability to have multiple CSA's on a client would also be preferred, but not a necessity.

    22 votes
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  8. database backup notification

    label database backup notification email with database name for those of us with multiple databases

    7 votes
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  9. Add the ability to add users to a team from the USER side vs team by team

    When adding a user, it would be great if you could then select all the teams that the one user is a part of versus the current way of going into each team one by one and adding the same user.

    It would also go along to say that from the user side you could easily see all the teams the user is a part of.

    13 votes
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  10. Birthdays Emailed

    Is it possible to have upcoming client birthdays emailed automatically to us rather than having to go into 'reminders' to get that information?

    97 votes
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  11. recently viewed

    "Recently Viewed" icon on the upper right section , it would be very helpful of showing 50 or more recent added or viewed items rather than just 10.

    13 votes
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  12. Add an "enable reminder" feature for ALL dates

    Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.

    56 votes
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  13. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    45 votes
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  14. Allow Adding Members to Team During Setup

    Currently, it is not intuitive to add members to a team. I think that the best user experience would be to allow team members to be added at the same time the new team is being created and in the same area where the team name/title is updated as opposed to a completely separate area.

    6 votes
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  15. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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