Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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111 results found
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Include Phone number of contact on activities report
On the activities Report It give me the contact but not the phone number I understand that when I am on the computer I can hover over the contact name and get it but I print my reports out and take them with me and then when I have a free minute or two I will make phone calls.
13 votesRedtail’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!
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14 votes
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!
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Bulk action to add all selected contacts to one new activity
It would be nice if we could select multiple contacts from the search screen and add them all to a single activity via bulk actions. Right now the only option under bulk activities is to create one activity per contact, or to create a task and manually add each contact.
10 votesRedtail’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!
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Uploading contacts into Redtail CRM
We should be able to upload contacts into the Redtail CRM without having to go thru the helpdesk. This isn't an uncommon activity anymore. Other CRM's allow this to happen.
22 votesRedtail’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!
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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 votesRedtail’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!
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Addd a QUICK Advisor/Assistant To-Do-List button
Addd a QUICK Advisor/Assistant To-Do-List button
15 votesRedtail’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!
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Optimize Tailwag to work with Microsoft Edge Browser
Hopefully this is already on the Redtail agenda. Whereas Tailwag works in Edge, formatting is lost in activities. For example, hard returns are removed from formatting in activities for one big run-on sentence. Otherwise, many features work much better in Edge than IE or even Chrome. It's generally less buggy.
4 votesRedtail’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!
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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 votesRedtail’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!
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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…134 votesRedtail’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!
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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 votesRedtail’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!
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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…
1,217 votesRedtail’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!
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