227 results found

1. Add a "Call History" log similar to "Email History"

   Add a log for phone calls that can have an associated client, sound (call recording) file, description, and time and date. It would be nice to have this set up on the contact overview page so that an overly filtered report or search wouldn't need to be done every time. This would be especially useful to have on hand when a client calls so that no matter which team member or employee answers, they can quickly and efficiently see all phone communication with the client.

   Integrations with providers like RingCentral could be added to help pull the calls into the log automatically, just like emails to and from email addresses in Redtail are automatically entered in the email history. If a client calls from a phone number on file in Redtail, the call would be automatically saved in the log associated with that client.

   Even better would be the ability to launch a task from the call log, i.e. if a client calls and asks for a document, a task could be created for a team member to email that doc to that client as they log the call.

   Add a log for phone calls that can have an associated client, sound (call recording) file, description, and time and date. It would be nice to have this set up on the contact overview page so that an overly filtered report or search wouldn't need to be done every time. This would be especially useful to have on hand when a client calls so that no matter which team member or employee answers, they can quickly and efficiently see all phone communication with the client.

   Integrations with providers like RingCentral could be added to help pull the calls into the… more

   85 votes

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

2. Update Repeat Options for Recurring Activities

   Standard repeat options are missing.

   For REPEATS MONTHLY, specifically when you choose "Repeats Monthly ON" you are given the choices of FIRST SECOND THIRD FOURTH LAST and the days of the week. In addition to the days of the week, you should also have the option of DAY and WEEKDAY. Which would allow you to setup these types of repeating schedules; FIRST DAY OF THE MONTH, FIRST WEEKDAY OF THE MONTH, LAST DAY OF THE MONTH, LAST WEEKDAY OF THE MONTH.

   For REPEATS YEARLY, you should have the same options.

   These are standard recurring/repeating calendar options on most all other calendars out there.

   Standard repeat options are missing.

   For REPEATS MONTHLY, specifically when you choose "Repeats Monthly ON" you are given the choices of FIRST SECOND THIRD FOURTH LAST and the days of the week. In addition to the days of the week, you should also have the option of DAY and WEEKDAY. Which would allow you to setup these types of repeating schedules; FIRST DAY OF THE MONTH, FIRST WEEKDAY OF THE MONTH, LAST DAY OF THE MONTH, LAST WEEKDAY OF THE MONTH.

   For REPEATS YEARLY, you should have the same options.

   These are standard recurring/repeating calendar options on most all other… more

   62 votes

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   6 comments  ·  Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

3. Activity Privacy Options- change default from Everyone or allow users to change default

   The new Activity Privacy Option defaults to Everyone. Few if any databases are going to want Everyone to see activities or to see colored blocks on their calendar marked Private. That means thousands and thousands of changes to activity privacy display. INSTEAD, change the default to Only Attendees, OR, allow users to change their default.

   102 votes

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   8 comments  ·  Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

4. 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 votes

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

5. When creating new activity, give users the option to make the "more details page" the default.

   Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.

   Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.

   1. Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to the detailed page with all the options available (add notes, assign to, add contacts, etc). This is my preferred option.

   2. Add a user preference to allows users to choose the default setting.

   Option 2A: For users who like the abbreviated box, they can leave it as it is. No change.

   Option 2B: For those who prefer seeing all the details (like leapfrog), make it possible for them to make the default setting go directly to the more details page.

   Either of these options would go a very long way in helping users improve the efficiency of adding new activities. These would save time and reduce user frustration.

   Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.

   Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.

   1. Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to… more

   789 votes

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   65 comments  ·  Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

6. Meeting Agenda's

   More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
   So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda for the meeting. I've called redtail support, and they've suggested that I put it under "Im[important Information" which is not really where this information should be entered from my perspective.
   I'm part of 2 different industry coaching groups and they both recommend the use of an agenda in client meetings, and other CRM programs have made this quite seamless.

   More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
   So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda… more

   134 votes

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

7. Option to automatically rollover activity

   It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want to be constantly reminded of until I do it.

   It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want… more

   1,246 votes

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   49 comments  ·  Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!