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349 results found

  1. I would like to be able to search for appointments I have scheduled for myself ( for people that are not redtail clients)

    add a report in activities; assigned to me by me.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Monthly Calendar - when click on "today" on left, top...actually bring the view to "today" instead of showing the beginning of the month

    5 votes
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    0 comments  ·  Calendar  ·  Admin →
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  4. Enhance the capabilities of the "Like" operand for Advanced Searches.

    Currently the 'Like' operand is intended to be used with 'Values' that are being typed in, not selected from a drop-down menu. So it doesn't pull any results when selecting from a drop-down "Value" menu. Many offices use a number of values containing the same words. So, currently we're required to use the "Equal To" operand which makes for excessively long entries for search criteria with several different levels. "Like" worked with drop-down "value" menu options in previous versions of Redtail, so this should be revisited to save us all some valuable time when setting up Quicklists and other searches.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  5. Allow status or category to be automated based off of next activity

    This would be specifically helpful for scheduling.

    If you want to make sure all of your prospects are being followed up on and would like to categorize those you are actively pursuing separately from those you are not actively pursuing, it would be very helpful to have an automation feature which selects status or category based on whether or not a contact has an activity scheduled.

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. Lookup

    Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  7. In accounts we should be able to add a place to name the account and not just see the account number

    In the account section, it would be great to have a place to put in the name of the account as opposed to just seeing all of the contacts account numbers.

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  8. management page

    As the manager/director of our firm, I would love a management page that would be a database for me to see big picture output like a dashboard overview, of my firm or producers pipelines, tracking of workflows for division, outstanding tasks, etc. a quick view for management purposes with the ability to drill down on a specific topic.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. Stop moving 'month view' calendar page after adjusting activities/ what happened to save/complete/new?

    Every time I am in the 'month view' in the calendar and I click into an activity and click 'save' or 'complete' or any other option, when the task closes the calendar is automatically brought to the top of the page (the beginning of the month). It is incredibly frustrating having to find my place on the calendar again, especially when there are a large amount of tasks in a month, and I am nearing the end of the month.

    Also, I want 'save and complete and new' option back. Why can I not create the next next task from…

    4 votes
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    0 comments  ·  Calendar  ·  Admin →
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  10. typing dates

    PLEASE stop forcing us to type dates as dd/MM/yyyy and then click on the same date on the pop up calendar. We should be able to type the date quickly and easily - ddmmyy or ddmm with the year as the default current; as we were able to do so in LeapFrog Legacy.

    13 votes
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    0 comments  ·  Calendar  ·  Admin →
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  11. Report Disclosures Editablility

    Report disclosures:
    1) Should only be editable by Administrative users
    2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
    3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)

    1 vote
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  12. keyword search

    I saw that the dropdown of keywords in Advanced Searches was added per another user's request. I think this is great and helpful, but it has limited some other features that I used to use a lot.

    I do miss when we used to be able to type in partial Keywords for searches. We use keywords very heavily and have prefixes that we use to categorize them. If I had the ability again to run searches for Contact Keyword - Keyword - Does Not Contain - RS, for example, I could quickly identify our clients who are not currently set…

    5 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  13. activity report

    The activity report filter options has a box to check to show only activities that do not have a linked contact. It would be helpful to also have box to check to only show activities with a linked contact.

    6 votes
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  14. Changes to UDFs push notifications to a user

    I would like to see a feature that would allow a user to be notified when certain UDF fields are added or updated.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  15. Add Activity Date colum to Contact Last Activity Report

    When running the "Contact Last Activity Report" it only shows the activity completion date, adding a colum for the actual activity date would helpful, especially if you are late marking activities complete.

    1 vote
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  16. Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under Contact

    Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under the Contact header on the main menu bar. Visually, they are well displayed but there is no print format option.

    4 votes
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  17. It would be extremely efficient for our office to be able to filter notes on the dashboard by user.

    23 votes
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    4 comments  ·  Today's Overview  ·  Admin →
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  18. Default email to compliance team when a client note is created (compliance issue)

    A default email is sent to the Compliance Team each time a Client Note is created for compliance purposes.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  19. Activity Report

    Can we add a column for account number in the report? This will be a big help to our compliance department!

    3 votes
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  20. Please add a pop-up alert before saving an activity if there is no linked contact

    There have been multiple times that we have created an activity from the calendar view and forgot to add a linked contact. Please add a pop-up notification to confirm saving if a linked contact has not been added.

    12 votes
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    1 comment  ·  Activities  ·  Admin →
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