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Redtail CRM

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1659 results found

  1. Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities

    It seems incredibly strange to me the fields listed as "Projected Revenue" and "Actual Revenue" exist only for the sake of ornamentation.

    3 votes
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  2. Set a default text box size for the "description" field.

    There should be a feature that allows us to set a default size for the "description" text box field within an activity every time you open it. Currently, you have to manually adjust the size of the field every time you open an activity. Allowing us to set a default would get rid of this clunky adjustment every time a new activity is opened up to work on.

    6 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. Give users the ability to change the tabs in the contacts view.

    Allow users to choose which tab is shown first on the contacts pages.
    Currently the "Past Due and Next" tab is shown. I want the "Notes" tab to be shown so that I can see the notes on a client, I do not use the "Past Due and Next" feature at all.

    3 votes
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  4. full dates on note history

    Notes less than a week or two weeks old summarize the date of the note: e.g. "Last Tuesday at 1:14 PM". It would be more useful to list the full date - Tuesday, March 12th @ 1:14 PM.

    6 votes
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    0 comments  ·  Notes  ·  Admin →
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  5. Calendar appointment location field

    It would be great, when adding an appointment in the calendar and the clients name is included in the appointment, when clicking on the "Location" data field, all addresses associated to the clients profile are listed in the dropdown to select for adding to location.

    1 vote
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  6. jd.koyle@allegisfp.com

    Remove Workflow Summary from Notes not permissioned report. There is no way to permission this summary. Maybe create another report to check summaries or allow the option to permission.

    3 votes
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  7. jd.koyle@allegisfp.com

    It would be very helpful if we could permission the workflow notes.

    When you write a note on a workflow, there is not a way to permission that note. It clogs up my notes not permissioned report that I clear out weekly. Or make it so that those notes don't appear in that report.

    3 votes
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  8. Customizable Contacts Home Page

    Ability to customize contact page home screen so that we can see all contacts in a list with their primary number/address/last meeting date/ age/ etc. Salesforce has this ability and it greatly streamlines our workday.

    1 vote
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  9. activity

    It would be great to be able to create a reoccurring task for a specific date and to have the task continue to rollover to the next day if the task is not completed. When the task is marked done, the task could then move to completed activities along with the completed date.

    1 vote
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  10. Client View

    It would be great if there is a toggle on the calendar to switch on Client View. This way we can look at the calendar with a client to schedule a meeting without other client information showing. Client View would hide the linked client names and other identifying information, just showing blocked out times for already scheduled meetings.

    3 votes
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  11. Showing "Versions" of notes

    I understand why notes cannot be deleted, but when there is a typo or a bit of information is entered in incorrectly, rather than just adding a comment, it would be nice to edit/fix the note, but still leave the original. Like having the ability for a note to have multiple versions that are all viewable at any time, but the most recent being the one viewed from the "latest notes".

    6 votes
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  12. Notice of Contact with same name

    We previously were able to see a notice at the top of the add contact page that a contact already exists with the same name. This isn't showing up anymore and was really helpful since we have a lead source that generates several leads per month. Can we get this added back?

    6 votes
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  13. duplicate

    When merging a record, it appears as a new record. Because of that, when we have an automation created that links a workflow to a new prospect, a workflow is being tied to this prospect. They are not new but look that way when records are merged.

    3 votes
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  14. Suite Sync Email Sync

    Suite Sync: Synced Emails: Make these viewable by all users rather than just the user who directly generated or was copied on it. It's important to have historical emails available to staff and other advisors on the team.

    4 votes
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    0 comments  ·  Email  ·  Admin →
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  15. Add a report to print beneficiaries by Household

    We need a way of confirming beneficiary information with our clients annually. A report showing beneficiaries by household, by account would be highly desired due to the important nature of this information.

    2 votes
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  16. The initial bubble on appointment boxes for clients is not feasible for every office.

    We are having a hard time with the new initial bubble on appointment boxes on the calendar. We have 2 advisors with the same initials and it's extremely difficult to decipher who's appointment the client is for when scheduling appointments. Please change back to full names on appointments.

    6 votes
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    0 comments  ·  Calendar  ·  Admin →
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  17. Know Your Client Financial Fields - Add Suitability and Assets Held Away

    The the financials tab, in addition to the objective, experience, tax info, and net worth, there should be a Assets Held Away section and then have that broken out by type of assets. Stocks, bonds, mutual funds, annuities, savings, others, etc. where you can either enter the dollar amount or percentage to add up to 100% or assets held away. This would help with the Finra suitability requirements.

    Riding on the coattails of others, please add more fields in the financials section to be more specific! Thanks.

    3 votes
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  18. opportunities

    Wouldl like ability to customize types under Opportunities

    4 votes
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  19. Allow calendar events to be scheduled on a specific day of every month, for example: the first of every month.

    I would like to be able to schedule a calendar event on a specific day of every month, regardless of what day of the week that falls on. I have an activity I do on the 1st every month. I wanted to put this in as a recurring activity, but I had to list it as "the first monday of the month" and then I had to manually go into every event in the series and change each instance to the first of that month.

    3 votes
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  20. adult children

    We need a Family Tree tab or a section devoted to keeping track of and quickly communicating intergenerational relationships. The membership tab should be renamed/replaced with sections that show dependent (within household) and non-dependent relationships (within family but outside of household).

    102 votes
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    1 comment  ·  Family  ·  Admin →
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