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3299 results found

  1. Improve language of email to team members to notify - drop 'assigned to'

    Tail wag:

    It has been my experience that when I assign team members to notify regarding an activity, the email they receive says that it has been assigned to them.

    This is misleading. It should say to whom it's been assigned AND who's been notified.

    Currently we are using the 'attendees' function to assign to a person AND NO LONGER notifying team members.

    20 votes
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    1 comment  ·  Notifications  ·  Admin →
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  2. Add Contact

    In the "Add Contact" section allow to search by 'nickname'

    36 votes
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    Received  ·  2 comments  ·  Contact Add Screen  ·  Admin →
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  3. Add automation actions

    For example:
    1) Create task
    2) Add keyword
    3) Assign to tag group

    134 votes
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    4 comments  ·  Automations  ·  Admin →
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  4. Review Date Reminders

    When a client is changed to termed, inactive or deceased that their client review reminders no longer appear in the calendar.

    61 votes
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    Received  ·  2 comments  ·  Calendar  ·  Admin →
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  5. 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
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    8 comments  ·  Know Your Client  ·  Admin →
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  6. With automation workflows, allow custom naming convention of automatically generated workflow

    would like to be able to insert client name into the title of the workflow that's generated from an automation workflow so that all our automatically generated workflows don't have the same generic title as the template from which they are created.

    23 votes
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    1 comment  ·  Automations  ·  Admin →
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  7. Membership

    Allow me to add a membership the way I would add a spouse under a family-if the contact doesn't already exist, allow me to create it from that drop down. Currently, if the contact does not exist, I need to leave the page, go create a contact and then add it to membership. There are SO many steps-please work to alleviate steps in all processes.

    51 votes
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    2 comments  ·  Memberships  ·  Admin →
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  8. Daily Activity Summary Email

    It would be very helpful if you could receive an email at the start of the day with all of your scheduled tasks/activities.

    47 votes
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    4 comments  ·  Email  ·  Admin →
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  9. Lilnking account information

    Are account documents eventually going to be linked to the accounts they belong to as they were previously under the Leapfrog system? Also, under the previous system when you entered documents into the system you could link them to an account under the edit function as well as rename the document. This is now a two part function. The system will not accept similarly named documents (ie: Withdrawal Request" "Beneficiary Change" PAC Change" This means if a client has more than one similar change on an account you have to either word it different or devise some sort of code…

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  10. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    462 votes
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    40 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. Link Activity Location to Contacts

    It would be great if the location would link to contacts, so that you could indicate that the meeting would be at a client's work place and the address would be displayed...

    19 votes
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    1 comment  ·  Contact Record  ·  Admin →
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  12. 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.

    346 votes
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    28 comments  ·  Workflows  ·  Admin →
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  13. Add note added as trigger for automations

    In automations if you can please add an option under triggers for adding notes much like the trigger for Activities

    77 votes
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    4 comments  ·  Automations  ·  Admin →
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  14. Non-Qualified

    Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.

    50 votes
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    2 comments  ·  Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

  15. birthday reminder

    It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".

    24 votes
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    3 comments  ·  Notifications  ·  Admin →
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  16. Edit/customize account information fields within an account type

    Right now the fields within different account types are set, and not always pertaining to applicable features within certain registrations/ investments. Would be nice if the administrator could add/ edit/ remove account specs from the within a specific account type to match what our office would like to see when viewing certain types of accounts in Redtail. For example: just on the account type Variable Annuity, we want a death benefit option to be a list of riders we frequently use or Return of Principal, but it only gives us the options of Level, Increasing, Automatic or Decreasing which only…

    24 votes
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    1 comment  ·  Accounts  ·  Admin →
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  17. 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.

    182 votes
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    14 comments  ·  Today's Overview  ·  Admin →
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  18. Notification when ID expires

    Since we put in the expiration dates of client's IDs, a notification of each expiration (e.g. 30 days prior) would be appreciated. This way we could update it the next time we communicate with the client.

    114 votes
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    7 comments  ·  Alerts and Warnings  ·  Admin →
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  19. Add Rate Class field for ALL life insurance types

    Why is there not a Rate Class field for Universal Life policies including Variable? There is for Term Life but not for these. This information is important for any type of life policy.

    51 votes
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    2 comments  ·  Accounts  ·  Admin →
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  20. Duplicate account number report - please

    You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!

    Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.

    32 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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