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2075 results found

  1. Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste

    Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
    Also, there should be a search feature

    7 votes
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    0 comments  ·  Calendar  ·  Admin →
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  2. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    12 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Portfolio Reporting

    Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect

    303 votes
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    24 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Outcome of one workflow feed into another workflow

    It would be nice if we could make outcome of one workflow step feed into another workflow.

    511 votes
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    21 comments  ·  Automations  ·  Admin →
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  5. Retriever and Outlook calendar - link to contact based on email address of invitee

    When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.

    34 votes
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    0 comments  ·  Retriever Cloud  ·  Admin →
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  6. Workflows on Frequency

    Need workflows that repeat on a regular frequency - i.e. quarterly, monthly, semi-annually - we run reports for our clients quarterly and with the system the way it is today - these need to be added manually every quarter

    85 votes
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    2 comments  ·  Workflows  ·  Admin →
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  7. "Meeting Not Held" button to clear appointments on the calendar

    It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…

    56 votes
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    0 comments  ·  Calendar  ·  Admin →
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  8. Primary Bank

    Allow us to select one of the client's bank accounts and mark it as primary like we do for contact methods.

    11 votes
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    1 comment  ·  Know Your Client  ·  Admin →
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  9. memberships

    Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.

    138 votes
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    4 comments  ·  Memberships  ·  Admin →
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  10. Contact

    When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.

    It would be nice to be able to change those preferences as to allow for a quicker view.and customization.

    For example: a UDF Field, a phone number, an email, etc.

    8 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  11. Assiging multiple users to a task/activity

    Prior to your latest release, we used to be able to assign 2 users to a task/activity right when entering the task. Now we have to enter the activity, then go back into it to assign a second person to it. This leaves room for error and makes what used to be a one step process, a 2 step process.

    31 votes
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    1 comment  ·  Activities  ·  Admin →
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  12. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    205 votes
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    20 comments  ·  Automations  ·  Admin →
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  13. Linked Notes - Notify User and Copy to Another Contact

    It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.

    85 votes
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    5 comments  ·  Notes  ·  Admin →
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  14. Customized Reports exported to PDF

    Would like the ability to select the fields I wish to export to a single PDF report for client meetings.

    Example: Be able to create a custom report with the following fields of a contract record into a single PDF to have for a client review meeting

    -Names
    -Contact information
    -Keywords associated with them
    -Health conditions
    -Important information
    -Other Professionals
    -Family members

    61 votes
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    3 comments  ·  Custom Exports  ·  Admin →
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  15. Pin a note at the same time you create it

    Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.

    57 votes
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    5 comments  ·  Notes  ·  Admin →
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  16. Location on Calendar

    The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!

    84 votes
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    6 comments  ·  Calendar  ·  Admin →
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  17. Expand Automation Options

    Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

    Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…

    155 votes
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    7 comments  ·  Automations  ·  Admin →
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  18. Please add filter columns back to the activity by contact report

    please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column

    20 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  19. Time tracker

    Similar to Toggle, something that when you're in the CRM on a client, you can hit a button and it times who is working on that client and for how long, maybe have project options. This would be very helpful when you have to bill clients. Also, you'd have a log of how much time you spend with that client.

    85 votes
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    5 comments  ·  Know Your Client  ·  Admin →
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  20. Microsoft Teams - Add connecter

    Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.

    76 votes
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    0 comments  ·  Integrations  ·  Admin →
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