CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

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  1. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    Allow us to set how often we want to have a review with a client and then when we complete the review, it would then trigger a reminder to set an apt at the specified time period FROM THAT DATE rather than from when you set the initial reminder.

    3 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  2. NEXT REVIEW

    When setting up the Next Review feature, it seems the option to update to annually on a specific day has disappeared. (Ie. annually on the first Monday of April). I can choose a date for annual review (ie. April 15 can be scheduled for subsequent years), but not the first Monday of April.

    Also, it would be nice to keep the first review (ie. April 15, 2016) and then be able to change it in subsequent years. For example, this year we weren't able to meet until June 1, 2020. Going forward, I want to change it to June 1,…

    12 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  3. Review date for couples

    It would be great to have a checkbox that copied over review date info for couples so that it doesn't have to be entered twice.

    9 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  4. 'Complete' Client Reviews

    For an industry that is very much reliant on keeping track of bare min YEARLY client reviews, this section needs a better tech focus. I would at least appreciate if the "Client Review" reminders could be 'completed' just like an activity.

    8 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  5. Know Your Client

    Please put this option back to the way it was and bring back the calendar within to be able to change the actual day of month like before under : Repeat on. Just had a client meet on the 31st of July but now even though selecting every two months it jumped to January 31, 2021 maybe since two following months only have 30 days????
    Also, instead of prompting First Review change to Date Last Review.

    10 votes
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    2 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  6. Client Review Reminder by Months

    I would like to be able to set up review reminders with the repeat frequency option to select by a specific month or two months, rather than a repeat a time frame.
    ie: October & December - repeating in October & December
    or March & November - repeating in March & November

    4 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  7. Client Favorites

    Please allow client favorites to be shared accross users. We are trying to find an easy way idintfy top clients. We could either use the favorites and make then sharable across users, or maybe allow cient names to be highlighted when you search them.

    2 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  8. client reviews

    Be able to only show client reviews on the calendar for clients that you are the writing or servicing advisor. I don't need to see EVERYONE's reviews to mine.

    1 vote
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  9. BRING IT BACK!!

    I understand the last update took our ability to change the client review date without affecting the original review date. Not sure who thought this was a good idea but its not. Please make the current review date editable again. And make it happen soon!!

    6 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  10. We miss the feature of having the option to select a recurring event happen on "the first, second, third, fourth Sunday of the month"...etc

    In the past, we set up our client reviews using the recurring events option. We didn't set them up the exact DAY of the month, it's more important for our office to have them on Sunday to keep our weekday calendar clear .

    15 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  11. FIX the "Custom" recurrence option in Client Review Reminder section

    With the May 2020 update, the recurrence options in Client Review Reminder REMOVED the options that were always in this area- that is the ability to select by day and month- anywhere in a year- yet leaving the "first review date" intact in the past. I see why the new options were added (to mirror recurrence options in a task) but Client Review reminders are very different. Much more fluid and they appear on the calendar based on the day and month chosen (or rechosen over time). Please update the "CUSTOM" choice in the dropdown list to look like the…

    12 votes
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    2 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  12. client review: Repeat Custom Options

    Allow more custom options for repeat reviews. For example, annual on the first business day of the month.

    6 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  13. Cleint reminder reviews

    Under reports, reminder reports, client reviews there are pull down menus that default to 30 days past due & 30 days in advance. You can change either, but the past due reminder doesn't show anything no matter what you choose. 30, 60,90 days past due still doesn't show anything. So I'm not even sure why it's there. It would be helpful if it did work so we could see a list of people we should have seen in the past 30 days or 60 or whatever the pull down you choose. If not, why are these "choices" even there? Your…

    1 vote
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to change the client review month

    With the most recent update to Client Review Reminders, the ability to change the review month, from May to September for example, has been removed. It looks like the only way to change to a different month is to go in and change the date of the first review.

    9 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  15. Client Review Reminder Changed - HELP

    This area was changed with no warning!! We were able to choose the month for the review and actually choose 2-3 months at a time by clicking on the month as well as choosing the first, second, third, fourth day of the month just by clicking the day. This has been taken away and we have our whole book of business designed this way. How can this be taken away and deleted without warning. Please put this feature back or let us know of a way to do what we were able to do before. This is a major impact…

    37 votes
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    3 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  16. add client since date the personal profile form

    Could you please add the client since date to the personal profile form?

    9 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  17. Client Review - it would be helpful to be able to add the "last review date"

    First or initial review date is important, next (future) review date is necessary but a last review date would be much more helpful to log when the last review was done

    41 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  18. Client Reviews to show for selected users!

    Client Review - It would be beneficial to offices with multiple advisors and multiple admins, if the calendar only shows the Client Reviews for the users selected. Our daily calendar list is long & contains advisors we don't support, since they are all under the same company name.

    3 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  19. It will helpful for segmenation, to pull a report showing how many meetings we had with Client durign the year

    It will helpful for segmenation, to pull a report showing how many meetings we had with Client durign the year

    12 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  20. It would be nice if client review could add a specific date instead of repeating by month or year. It would also be nice to show the previou

    It would be nice to be able to imput a specific date for a client review, and then choose the next one not based on the intervals given. It would also be nice to show the last review date. Also - I wish you could create a client review and instead of it showing as an activity it would directly relate to the client review feature.

    13 votes
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