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99 results found

  1. 1. Could there be modifications made to the Opportunity details

    • Could stage and the probability field sync or communicate? – meaning by selecting an option from Stage it would then change the % amount in Probability.
    • Could the field currently labeled as Amount be changed to Plan Assets?

    3 votes
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  2. Sort by last name

    When looking at list as a whole hus/wife is separated on reports or screen as it sorts by first name not last.

    3 votes
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  3. "Closing Next" Opportunity Not Showing 'Past Due'

    For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.

    3 votes
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  4. Create Tags or Fields or whatever they're called, to allow a secondary lead source.

    We have quite a few prospects that may initially come into our funnel through a live event, like a seminar, but not become a client until, for example, 6 months later when they watch a webinar, or come to a client event. We would like to be able to track that marketing journey better with a secondary marketing source. In this example the primary lead source was the seminar, but the secondary would be the webinar.

    3 votes
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  5. Make the availability for users to copy previous opportunities and update the deposit date. This will make record monthly recurring oppor

    Add the availability for users to copy previous opportunities and then only need to update the deposit date. This will make recording monthly recurring opportunities faster. Especially when we have several to enter each month.

    3 votes
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  6. In Office Chat Box

    I would love if Red Tail had the ability to allow chat sessions between our in-office contacts. If our admin was able add co-workers into a chat or messenger style system for everyone in the office to communicate about tasks and activities within redtail.

    3 votes
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  7. Use Linked Contact Name To Populate "Name"

    There was a typo in a last name in one of the rows in the "Name" part of the Opportunities section. I saw and mentioned it when 2 coworkers and I were looking at the Opportunities section and my manager suggested I send you this recommendation: When entering in a person's information to log their status in Opportunities, ask for the Linked Contact first and use that name to fill in the hyperlinked Name section. Thanks!

    3 votes
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    0 comments  ·  Opportunities  ·  Admin →
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  8. Telephone Message Board

    Our firm uses a separate phone message board website to post phone messages when a client calls. Currently, we have to copy the message and post it into a new note in the client's contact. This is done many times a day.

    To have a phone message board (a separate section) available in Redtail, so messages can be posted in the message section for a user and also saved in a note in the client's contact would be so helpful. This would also help greatly with compliance, as well as ensuring all communications with a clients is in one location.

    3 votes
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  9. Opportunity location

    while the source field is helpful to perhaps provide a name of the person that referred, a Location would also be helpful. This would be very helpful for those of us that work in a Financial Institution and want to report the dollars closed in a particular branch location or other user defined location.

    3 votes
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    0 comments  ·  Opportunities  ·  Admin →
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  10. When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it's still open

    When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it still shows as open and it should be closed - neither won nor lost, just closed.

    3 votes
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  11. can we get opportunities to link with activities and accounts

    can we get opportunities to link with both activies and accounts

    3 votes
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  12. Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities

    It seems incredibly strange to me the fields listed as "Projected Revenue" and "Actual Revenue" exist only for the sake of ornamentation.

    3 votes
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  13. Open opportunities on client contact page

    Adding any open/pending opportunities on the client contact page.

    2 votes
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  14. Bulk Actions - Add an Oppty to multiple contacts

    The ability to add an Opportunity to multiple contacts at one time using the Bulk Actions feature would be very handy

    1 vote
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  15. Cloning recurring opportunities

    It would be very helpful to have the option to clone & edit opportunities, particularly with recurring revenue. It's tedious having to re-enter everything from scratch for multiple clients, every 2-4 wks.

    1 vote
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  16. workflow trigger opportunity

    It would be very helpful to have a workflow automatically trigger an opportunity. For example, when we have a lead we start a workflow. Instead of having the first step in the workflow be to create an opportunity, it would be helpful if the opportunity would be automatically created and then we could go in and update the opportunity with additional details.

    1 vote
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  17. Separate column for Opportunities Client vs Other Contacts

    In the Opportunities Layout have the contacts have the client in underwriting separate from other contacts such as underwriters, attorney, etc. Because even when I hover over the contacts link, I have to click on it. It doesn't show who the opportunity is for.

    On another note... Have the option to create your own drop down of what the status is in the opportunity. "won or Lost' is not enough and really only applies to the final status.

    Documents is not linked to client, so I have to reupload it again under client file.

    Cannot link Pending Account to Opportunity…

    1 vote
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  18. opportunities

    Wouldl like ability to customize types under Opportunities

    1 vote
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  19. Third Party Access to Opportunities

    We work with an estate attorney that does estate planning for some of our higher end clients. We would like to have the ability to allow him access to our Opportunities Tab (only). So that we could keep track of the progress and next steps.

    1 vote
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