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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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349 results found

  1. Workflow Summary Notes

    My team would really like to be able to export the summary notes for a workflow or be able to directly print them, this way we can use them in meetings away from the office or attach them to reports, and currently it doesn't seem there is any way to capture that data without copying and pasting it all into a word document.

    It would also be nice to change the category of each step note as it is added or change a step category rather than only being able to change the category of a workflow, as some workflows…

    43 votes
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    0 comments  ·  Workflows  ·  Admin →
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  2. Automation Activity Update

    In automation please add as a trigger event "Accitivty Changed/Update". I would like the system to notify a specific person that an appointment is updated/changed.

    40 votes
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    3 comments  ·  Automations  ·  Admin →
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  3. Contact Options - Reports

    Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.

    18 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Show the Details of the Actions done on the Timeline

    It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited

    246 votes
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    14 comments  ·  Timeline  ·  Admin →
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  5. Opportunities on RT Calendar

    It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.

    66 votes
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    5 comments  ·  Opportunities  ·  Admin →
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  6. UDFs should be able to be used in the advanced search feature.

    It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.

    412 votes
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    19 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  7. Account UDF Report Filter Enhancements

    It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.

    22 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  8. On the contact search results page make the columns sort-able.

    On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  9. there is not an option to add an Employer for a new contact via the mobile app.

    I enjoy RedTail, but would love to have more options via IPad so i can work confidently anywhere. Currently there is not an option to add an Employer for a contact via the mobile app when you are adding someone new. Often you meet someone in the field and you have an ipad with you. Can we consider this?

    11 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  10. Please consider adding the "Nick Name" in reports, especially Birthday Reminder and Seminar Reports

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. activity permissions report

    Can we add to the Report options: Activities NOT permissioned? This would be helpful.

    9 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  12. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Include Activity subject in email subject line

    In email notification of activities - include the actual subject of the activity in the subject line of the email.

    40 votes
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    1 comment  ·  Notifications  ·  Admin →
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  14. portfolio summary

    1. Add the ability to sort Portfolio reports by type of account (e.g., Insurance v. Investments)
    2. Add Death Benefit and Cash Value instead of "Balance"
    3. Insert a page break as needed so that an account information doesn't get split between two pages.
    4. Allow for logo to be included on reports
    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  15. Account by contact and owner

    I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Certain timeframe triggers (ex. Yearly, Quarterly, Montly, Bi-Weekly, Weekly, Daily, Hourly etc.)

    In the trigger drop down for the Automation there are events that would trigger the automation to happen. However, there are no re-occurring time triggers. It would be beneficial for people to choose if the want an automation to trigger on a certain date each year, month, week or daily.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  17. Make the top part of a workflow searchable in notes.

    We store particular details about each workflow at the top part of the workflow. For example, if a client needs cash, we start a workflow to send them cash. At the top of the workflow we put information about what account the cash needs to come from, amounts, etc. We want the top part of the workflow with all that information searchable in the "notes" section once the workflow is complete.

    24 votes
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    0 comments  ·  Workflows  ·  Admin →
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  18. Combining Contacts shouldn't trigger New Account automations

    When combining contacts when accounts are moving from one contact to another my automation that triggers for new accounts is getting triggered. It is NOT a new account and has already been handled.

    13 votes
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    2 comments  ·  Automations  ·  Admin →
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  19. Automations: Change of Contact Status TO Create/Update Contact Tag Group

    We use MarketingPro for scheduled campaigns to our clients via email. The only way to set groups in MP from RT is to set up tag groups for each campaign. It would be GREAT if there were automations triggered when a Contacts Status is changed to one of our options to automatically trigger them to be added/removed or changed to the specific tag group. This way, our campaigns in MP are always up to date and current to actual contact status.
    Example:
    Contact Status updated to 'Former Client' triggers the 'Active Client' Tag Group to be removed.
    End Result: They…

    39 votes
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    3 comments  ·  Automations  ·  Admin →
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  20. alphabetize information in any column from within a searched list

    in the old version of redtail, i could alphabetize any column from within a list, simply by clicking on the header/title at the top of that column. similar to an excel spread sheet. that feature is now gone in the new version of redtail. very frustrating considering we used that feature a lot in hand selecting contacts for a campaign. yes i know we can use filters to narrow down a list. yes i know that i can search by status or by catergory. i dont want to see a small list. i want to see the entire list and…

    20 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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