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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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43 results found

  1. 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.

    10 votes
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  2. scroll team notices

    Team Notices - ability to scroll through them vs. waiting until they show one by one to make sure that a new one hasn't been added. The suggestion to flag as 'New' would also help with this.

    10 votes
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  3. add a "price Change" and "% change" to the Market Watch columns.

    add a "price Change" and "% change" to the Market Watch columns.

    10 votes
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  4. formatting

    Why does formatting look fine on one screen and not on another? I have an activity that includes the "&" character. On the Calendar and in the activity, I see the "&" but on the dashboard it shows up as "&amp"

    9 votes
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  5. Add a Dashboard category

    We would like a way to track the number of completed activities each employee has done. Something like in the reports section of the website but we would like it on the home dashboard. Maybe in place of birthday reminders or team notices.

    9 votes
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  6. 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?

    9 votes
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  7. Show anniversaries in Today calendar list

    In section that shows today's birthdays, also show wedding anniversaries. Maybe section box could be retitled "Special Events" or "Special Occasions".

    8 votes
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  8. 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 votes
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  9. Add View Completed Tasks option to TODAY page under "Things to do Today"

    On the TODAY page at the bottom of Things to do Today states: View my past due or upcoming items...

    Add a way to also VIEW COMPLETED ITEMS for today as well without having to run a report or go to calendar to view them.

    6 votes
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  10. Bulk actions in dashboard

    I would love to be able to send multiple clients to search so I can do a broadcast email or note entry. This isn't possible right now on this screen and it sucks the life out of me. HELP! Thank you :)

    6 votes
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  11. 4 votes
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  12. pop up box stays up

    In the past this did not happen, so something changed. Normally when hovering over a task a box pops up with more detail about the task. This is helpful, but what is not helpful is when it stays up even when moving off the task. The box just blocks seeing anything. The only way to clear it is to refresh the page. In the past it logically went away when moving away from the task.

    4 votes
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  13. Please Remove Next Button on Today Screen

    I don't like how I can't scroll through everything on the today screen anymore. You've changed it to where I have to click next. So I am not able to prioritize my list as a whole any longer. I have to toggle between two screens that have loading time each time I click Next. Please eliminate the NEXT button and have everything on the Today screen like it use to be.

    3 votes
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  14. AUM graphs - would like to see a graph for accounts by type by dollar amount

    Would like to see graph for accounts by type be by dollar amount of aum (or percentage of aum) instead of number of accounts.

    3 votes
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  15. 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
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  16. birthdays

    Can he birthday alerts have a setting to where it's a month in advance, not just same day?

    3 votes
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  17. schedule team notice

    It would be helpful if you should schedule a team notice and/or add an expiration date on certain notices. For example, an office meeting reminder for Friday. The notice appears all week until Friday and then is automatically removed. A scheduled one for Friday then appears to say "meeting today" instead of "meeting is Friday."

    3 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  18. 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 votes
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  19. watchlist

    Would like to see percentage change on watch list not price change. Ideally both, but if only one then it should be % change.

    3 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  20. 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
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    0 comments  ·  Today's Overview  ·  Admin →
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