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Redtail CRM

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349 results found

  1. Ability to move all pending and completed activities from one contact to another. I

    Ability to move all pending and completed activities from one contact to another. I am changing a head of household and want all activities to be moved to this contact all at one time, not one at a time. With the completed activities, I have to uncomplete them and then change the contact and then complete again.

    7 votes
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    0 comments  ·  Activities  ·  Admin →
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  2. More Detailed Activities Report

    In Activity Report I can generate a report that shows completed appointments by advisors YTD and in the last 12 month. However - I need to identify the advisor the appointment was assigned to as well as the Avisor of the client (sometimes they are different) and the client type - A+, A, B or C. If I send the results to search and custom import it I will lose the appointment information.

    10 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Top 20 Clients should be top 20%

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. "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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    0 comments  ·  Opportunities  ·  Admin →
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  5. Confidential Personal Profile PDF Naming Convention

    I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Allow Adding Members to Team During Setup

    Currently, it is not intuitive to add members to a team. I think that the best user experience would be to allow team members to be added at the same time the new team is being created and in the same area where the team name/title is updated as opposed to a completely separate area.

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  7. Automation upon lead created

    For web to lead creation, we would love to see an automation triggered upon lead creation. This would maybe allow us to automatically respond via email, or at least provide a timely, "hello" to those who find us on the web.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  8. Improve language of email to team members to notify - drop 'assigned to'

    Tail wag:

    It has been my experience that when I assign team members to notify regarding an activity, the email they receive says that it has been assigned to them.

    This is misleading. It should say to whom it's been assigned AND who's been notified.

    Currently we are using the 'attendees' function to assign to a person AND NO LONGER notifying team members.

    20 votes
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    1 comment  ·  Notifications  ·  Admin →
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  9. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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