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Welcome to our official Redtail CRM feedback forum!

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1910 results found

  1. Automations: Make the Know your Client Review Date a Trigger Event

    The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

    775 votes
    34 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  2. Workflow Flow Chart

    It would be nice to have a visual tree that shows all of the possible tasks and outcomes that may occur in one graphical tree when creating new workflows.

    The issue I run into is making sure that I have added all of the possible outcomes when creating a new workflow

    I would like to see the outcome as the same as what is on page 60 and 61 in the 2015 Redtail University Workbook.

    349 votes
    28 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  3. Delete UDF in Bulk

    Would like to be able to delete UDF in Bulk

    50 votes
    6 comments  ·  Bulk Actions  ·  Admin →
    How important is this to you?

  4. Notes and account(s) linked within an activity

    Currently, when an activity that is linked to an account, has notes added within the activity, those notes appear in the notes section separately from the activity itself and the account which was originally linked to the activity is not linked to the note. I would suggest notes that are added within the activity get rolled up into the activity so there is one thread/history so all the separate notes that were added within that activity are bundled in one section with the appropriate account number linked to the original activity. It would also be helpful if multiple accounts can…

    37 votes
    2 comments  ·  Activities  ·  Admin →
    How important is this to you?

  5. Warning when sending attachment

    Redtail does not prompt you with a warning when an attachment is to large for an email. Instead it sends out the email without the attachment, and no notification.

    Please fix this issue

    38 votes
    0 comments  ·  Broadcast Email  ·  Admin →
    How important is this to you?

  6. Tag Group and and Client Lists - Data Export and Printing Options

    Looking for a way to export (to Excel or text) and print the client list so that I can see all the Tag Groups and to which each client is assigned to. This feature would be very helpful in both current client management and new client setup. I would like to be able to look at this data in various ways and to print checklists by Tag Group and client. Thank you!

    97 votes
    14 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

  7. Activity Privacy Options- change default from Everyone or allow users to change default

    The new Activity Privacy Option defaults to Everyone. Few if any databases are going to want Everyone to see activities or to see colored blocks on their calendar marked Private. That means thousands and thousands of changes to activity privacy display. INSTEAD, change the default to Only Attendees, OR, allow users to change their default.

    102 votes
    8 comments  ·  Activities  ·  Admin →
    How important is this to you?

  8. Add a "Call History" log similar to "Email History"

    Add a log for phone calls that can have an associated client, sound (call recording) file, description, and time and date. It would be nice to have this set up on the contact overview page so that an overly filtered report or search wouldn't need to be done every time. This would be especially useful to have on hand when a client calls so that no matter which team member or employee answers, they can quickly and efficiently see all phone communication with the client.

    Integrations with providers like RingCentral could be added to help pull the calls into the…

    85 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  9. @mention for Note User Notification in Alerts Bell

    While notes do allow for email notifications to users, a CRM notification that would appear at the top of the bag by the bell would be much more useful. This would reduce steps (opening email, clicking on a link that requires an additional login), and would work better with integrations.

    We currently use the jive integration to log client calls, but there is no way to link a user from there.

    It sounds childish to request, but something along the lines of an "@" feature would be perfect.

    67 votes
    11 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  10. Update Repeat Options for Recurring Activities

    Standard repeat options are missing.

    For REPEATS MONTHLY, specifically when you choose "Repeats Monthly ON" you are given the choices of FIRST SECOND THIRD FOURTH LAST and the days of the week. In addition to the days of the week, you should also have the option of DAY and WEEKDAY. Which would allow you to setup these types of repeating schedules; FIRST DAY OF THE MONTH, FIRST WEEKDAY OF THE MONTH, LAST DAY OF THE MONTH, LAST WEEKDAY OF THE MONTH.

    For REPEATS YEARLY, you should have the same options.

    These are standard recurring/repeating calendar options on most all other…

    62 votes
    6 comments  ·  Activities  ·  Admin →
    How important is this to you?

  11. Keep formatting on notes in Timeline

    I make neat notes with bullet points, but the timeline view takes away the formatting which makes my notes look ridiculous and incredibly hard to read. I format my notes to make them easier to read/make information more accessible. Please give me the option to keep my bullet points/bold font/ etc. in the timeline view.

    26 votes
    0 comments  ·  Timeline  ·  Admin →
    How important is this to you?

  12. Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning

    Instead of just using "Adjusted Gross Income" under the Financials section of "Know your Client" please add additional breakouts for earned income, social security, pension, and other! It is very important for advisors with fee-based and planning based practices to record the breakout...not just one figure, and going through the trouble of making User Defined Fields when not necessary is inefficient.

    26 votes
    0 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  13. Activities saved as draft

    When creating an activity, it would be really helpful to have that activity saved as a draft if you inadvertently leave the activity before saving it. If nothing else, a pop-up asking whether you're sure you want to leave an unsaved activity would help keep us from forgetting and losing all of the activity detail we already entered.

    332 votes
    26 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  14. Sorting of "Activities"

    Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.

    Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.

    Please add the ability to choose sort parameters that stay in effect until I change them.

    This is a HUGE issue for me.

    191 votes
    14 comments  ·  Today's Overview  ·  Admin →
    How important is this to you?

  15. Make it possible to change a client's next review date without changing first review date!

    It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'

    571 votes
    35 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  16. Risk tolerance options in Redtail Tailwag

    Currently there are three risk tolerances in Redtail CRM and we do not have the ability to modify them. Within TFA and our practice we use five. It would be great if you could add low-moderate and moderate-high. What is there now does not accurately reflect our clients needs and does not filter into LasarApp the way it needs to be.

    153 votes
    9 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  17. E-mail notifications for comments on existing notes

    Is it possible for Redtail to include e-mail notifications on comments to existing notes. Currently we receive e-mail notifications when a note has been posted on our clients profile, but follow up comments to those notes are not an option for notifications. This is needed since we are constantly updating our clients notes via the comments box and those don't notify. thanks

    394 votes
    33 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  18. Have the Timeline Link Directly to Acitivities

    When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.

    16 votes
    1 comment  ·  Timeline  ·  Admin →
    How important is this to you?

  19. Save an Email Template directly from Broadcast Email drafting window

    If you create a Broadcast Email without first going through Email Templates, you have to re-create all of your work if you accidentally click away from the drafting window or need to change the recipients. Since there is no "Save Draft" option in Broadcast Emails, please allow users to at least save their work from the drafting window as a template for later editing and re-use.

    30 votes
    0 comments  ·  Broadcast Email  ·  Admin →
    How important is this to you?

  20. Laserapp - Memberships

    all memberships should transfer to laser app, not just children, they could be ex spouse or other family members that are benes. the way it is now i have to input the info in membership with redtail & imput the same in laser app when all person attached to a contact should beable to be picked & added not just children

    463 votes
    45 comments  ·  Integrations  ·  Admin →
    How important is this to you?
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