Redtail CRM
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54 results found
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Having a note appear on Today page, when someone tags you
Can you make a section that shows notes in which you have been recently tagged in? There are sections on the Today page for apps we don't event use, but we have to toggle and search for notes that someone has tagged us in. That sounds backwards.
3 votes -
Insurance age changes need to show on the daily reminders along with birthdays. If you need additional information please call me.
Insurance age changes need to pop up daily as reminders, just like birthdays. An age change happens six months prior to your actual birthday. In September I want to contact my clients and prospects with birthdays in April. I want them to have an opportunity to buy insurance before the rate goes up because they are a year older. If you need further clarification please give me a call. (405)743-0035.
1 vote -
Enable Custom Columns on Today Screen - We Don't Use Location
It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.
45 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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On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is
On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is more than one contact that it say the contact's name, and 2 others... or something similar.
16 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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Today's Birthdays on the homepage should have the option to send to search
It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.
3 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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Increased Limit on "Things to do Today"
Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?
10 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Team Notices
I love the Team Notices feature and it's very convenient, I do wish that there was a way that other team members would get a notification or an alert when a new Team Notice were added or that the Team Notice would somehow be flagged as "New" to draw more attention to the fact that they may not have seen it.
16 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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Team Notice Acknowledgement
Sometimes a team notice is very important for everyone to see. It would be nice to be able to allow users to acknowledge it so you know when everyone in the office has seen it. Also maybe it should pop-up as a window to dismiss when you first login so you can't miss it.
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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Sorting of "Activities"
Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.
Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.
Please add the ability to choose sort parameters that stay in effect until I change them.
This is a HUGE issue for me.
188 votesThe 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!
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Reminders for Account Renewals
In the leapfrog version when you clicked on account renewals you'd see a list of contacts with accounts that are coming up to the renewal date. In Tailwag you just see account numbers and no contact names unless you click on the account # to get more information. It would be more useful to see a list that shows contact name not just account number.
16 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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Enable ability to filter the data included in Charts on Today's Overview
Create the ability to check on/off the data to be included for viewing in the Contacts by Status, Category, Accounts, and Opportunities charts. Also have the system save whatever criteria was last set, until changed. Doing so would make these charts reflective of data that's actually meaningful, rather than just everything that's in the CRM database (some of which may be old and irrelevant currently).
44 votesThe 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!
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Alert triggers for price levels of stocks in my Market watch list
Alert triggers for price levels of stocks in my Market watch list
7 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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add a "price Change" and "% change" to the Market Watch columns.
add a "price Change" and "% change" to the Market Watch columns.
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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23 votes
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!
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