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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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How can we improve Redtail Technology's CRM?

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346 results found

  1. Addd a QUICK Advisor/Assistant To-Do-List button

    Addd a QUICK Advisor/Assistant To-Do-List button

    15 votes
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    2 comments  ·  Activities  ·  Admin →
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  2. Appointment Confirmation Button on Activity Screen

    Can you add a button that would generate an email appointment confirmation with the details in the activity screen?

    46 votes
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    1 comment  ·  Activities  ·  Admin →
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  3. 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…

    131 votes
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    1 comment  ·  Activities  ·  Admin →
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  4. Assign a Task to a client

    I would love it if you add a new feature to your Tasks. This is the ability
    to assign a Task to a client. Why? Often I give them a to do list, that is,
    things they need to accomplish and when I meet with them later on, I want
    to be able to ask them if they got those things done. How do I remember
    what I ask them to do? If you were to let me assign a Task to a client,
    when I meet with them again i would run a report and quickly see the Task …

    17 votes
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    0 comments  ·  Activities  ·  Admin →
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  5. Automatic Email or Text Message Appointment Reminders to Clients

    Could Redtail generate a reminder email (or even text message) to clients 24-48 hours prior to a scheduled appointment? The reminder would be generated by the calendar appointment and be sent to the email or phone number within the linked contact screen.

    3,610 votes
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    263 comments  ·  Activities  ·  Admin →
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  6. 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…

    1,187 votes
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    47 comments  ·  Activities  ·  Admin →
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