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1910 results found

  1. account udf bulk add

    I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.

    41 votes
    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  2. Create a Client Review at the Household Level

    How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.

    114 votes
    6 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  3. automate activities based by Client Status

    Automate activities based by client status

    For example: I want to reachout to all A clients quarterly, all B clients semi-quarterly, etc. But each time i change a client's status, I don't want to manually update all the activities.

    20 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  4. 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…

    45 votes
    3 comments  ·  Automations  ·  Admin →
    How important is this to you?

  5. insurance license

    Under Licensing, it would be nice to have a section to record agent's state insurance licenses, including state, number, effective date and expiration date, with the ability to set alerts (30 or 60-day) for upcoming renewals.

    28 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  6. Linking Activities, Workflows, Notes, Documents, & Opportunities

    Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.

    Add ability to link multiple Notes to Activities and Workflows.

    Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.

    Add ability to link Opportunities to Activites…

    348 votes
    14 comments  ·  Activities  ·  Admin →
    How important is this to you?

  7. Mapping Addresses

    Currently, if you are in a client record, you can click on the client address and "MAP" it. It would be nice to be able to "MAP" multiple addresses at once. If I am travelling out of town to visit clients in the same general area, it would be helpful to be able to map all of the clients at once to determine the best route to take.

    27 votes
    3 comments  ·  Bulk Actions  ·  Admin →
    How important is this to you?

  8. Print Full Activity Details, Including Linked Notes

    Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.

    27 votes
    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  9. Opportunity Notes in Report

    Have Opportunity Notes export with the Opportunity Report output. Notes are a way of tracking relevant narrative about the opportunity, etc.

    17 votes
    0 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  10. In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.

    In the Banking Section of Know Your Client, please add a field to enter the Name of the Bank Account.

    18 votes
    1 comment  ·  Know Your Client  ·  Admin →
    How important is this to you?

  11. automation attended seminar

    Automation based on client attendance change to seminar. Once client marked as attended, the post event follow-up workflow commences.

    18 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  12. Please add more robust tax report capabilities

    Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.

    25 votes
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  13. Add Automation Trigger for Account Status Change

    I want to know when someone marks an account closed in Redtail so it triggers a workflow that makes me clear out any account level UDFs and to see if that was a client's last account where it would then trigger them to be a former client.

    16 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  14. Open Activities from Today screen - order of Past Due

    When you choose "Past due" activities, it starts with the oldest, and separates them onto multiple pages. When you try to order newest to oldest, it only orders THAT PAGE, which is useless. I need to see my Past Due from the most recent to the oldest. There is no way to do that efficiently. You have to find your last page, order that page, work through that, then go to the next page and work through that. It's very clunky. Please allow ALL Past Due activities to be ordered from newest to oldest, not just the current page.

    285 votes
    12 comments  ·  Activities  ·  Admin →
    How important is this to you?

  15. View full contact name in mobile app

    I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.

    18 votes
    2 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

  16. Include Life Insurance in " Accounts"

    I would like to include my life insurance clients in accounts, Face Amount, Premium, date issued, etc. and be able to add the cash value as part of the" balance" of all assets.

    31 votes
    2 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  17. Dynamic Workflow Due Dates

    In the old iteration of Redtail, the workflow due dates were dynamic and referenced when the previous task was finished. Right now, if one step is delayed for any reason, the next step in the workflow can be due in the past. This doesn't make any sense. Please include the options to have the time period in which they are due, reference when the previous task is completed.

    379 votes
    15 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  18. emotional status of interactions

    I'd like to be able to quickly and easily be prompted to indicated the client's perceived emotional state in the notes section during the interaction (example: dealing with a death/sad, moving/excited, submitting a complaint/angry or frustrated) of how a meeting/interaction/exchange went. Also, a separate field for "satisfied with services" and "dissatisfied with services" selection in notes per client interaction. I'd like to be able to run reports on this data for customer service improvement goals.

    22 votes
    0 comments  ·  Artificial Intelligence  ·  Admin →
    How important is this to you?

  19. adding multiple contacts to an activity

    This is a duplicate of other requests but until you decide to pool similar requests......

    When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!

    126 votes
    13 comments  ·  Activities  ·  Admin →
    How important is this to you?

  20. Bulk Reassign Workflow Task

    Need the ability to reassigning all active workflow tasks from one user to another.

    114 votes
    4 comments  ·  Workflows  ·  Admin →
    How important is this to you?
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