2075 results found

1. A website Service Ticket Widget powered by Redtail that would create a task directly into our CRM for client service issues.

   I want a widget on our website that would give clients the ability to submit simple service tickets right into our Tasks workflow on Redtail. It would save a bunch of time in entering tasks and duplicating what the client emails to us and then we go and enter for our admin support.

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2. Merge client appointment dates & times into a Word template for a mail merge

   For years we were able to produce our 400+ annual tax appt letters to our clients w/o issue. However, things changed about 2 or 3 seasons ago. Not only would our appt dates and times not merge into our appt letters like before but we found something else was very wrong. Something in the programing also must have been altered. We found all of our appts to be shifted by one minute which caused choas in the schedule, reports and our appt letters. Thank goodness the "one minute off" issue was finally resolved. But we were still faced w/ being told "RT doesn't have that (merging appts into our annual tax letters) ability". We were not only very confused of the change but very disappointed. It caused our office to be very out of sorts and has consumed a lot of unnecessary time every year trying to make due ever since.

   With that said, can we PLEASE have a simple to use feature that allows us to run a report of our tax appointments and have those client's appts w/ their appointment dates and times merge into our in office tax appointment letter document that we send out to our clients every year? So far I've been "making due" the best that I can but our letters are not coming out as professional & as we would like them to as they did in the past. I can "make it work" if I could just plug in a specific formulated field with the date and time from RT that Word recognizes. I'd imagine it'd be pretty simple if something could be formulated by RT to communicate w/ Word to accomplish this.

   This issue has taken quite a toll on our office this past 2 or 3 yrs. It caused great stress, confusion and loss of productivity during the most critical and intense time of year for our office. I love RT and don't want to leave but my boss (and I) have been very unhappy w/ the change that resulted in the loss of ability to produce one of the most imperative tasks of the year. We are very dependent on our annual appointment letters. Our clients depend on them. They are the back bone of our tax preparation business.

   Due to the effect it has had on our office productivity the past 2 - 3 yrs, my boss has been ISO a new CRM. I've already had to do trials w/ a new prospect which was stressful having to unlearn RT and learn another CRM with only 1 month before our annual letters are due to go out. I'm grateful that Nathan suggested that I use your "Suggest a Feature". I'm with very high hopes that your team can make this happen and we can stay with RT! :)

   Please keep me posted!

   For years we were able to produce our 400+ annual tax appt letters to our clients w/o issue. However, things changed about 2 or 3 seasons ago. Not only would our appt dates and times not merge into our appt letters like before but we found something else was very wrong. Something in the programing also must have been altered. We found all of our appts to be shifted by one minute which caused choas in the schedule, reports and our appt letters. Thank goodness the "one minute off" issue was finally resolved. But we were still faced w/ being… more

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3. Zapier Integration Update

   Zapier Integration Update Recommendation -

   It would be great if one of the Trigger items between Zapier and Redtail was "Add Note." I regularly upload meeting summaries downloaded from my meeting transcript software and would like to create a Zap to pull the summary into Sharepoint for analysis by CoPilot to create and assign the follow up tasks as well as create the first draft of my next client meeting agenda.

   Thanks,

   Matt

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4. Advisor Team Views/Dashboards

   It would be great to allow users to toggle between teams they are on. I work for an advisor duo and my permissions were originally set to just see their book of business only. Now I've been assigned to a global team which allows me to see the entire organizations book of business. I only need access to this one hour a week.

   It would be nice to have the option to select which I want to view. This also is helpful in running reports as previously all my Quicklist reports didn't have to include an advisor, it was defaulted to the advisor duo team. Now I have to go in and edit all my Quicklist reports to include my two advisors so it doesn't pull everyone else in.

   It would be great to allow users to toggle between teams they are on. I work for an advisor duo and my permissions were originally set to just see their book of business only. Now I've been assigned to a global team which allows me to see the entire organizations book of business. I only need access to this one hour a week.

   It would be nice to have the option to select which I want to view. This also is helpful in running reports as previously all my Quicklist reports didn't have to include an advisor, it was defaulted… more

   3 votes

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5. Add Turn Off option for Bulk Email Operations

   Add the option to turn off emails in preferences for Redtail Bulk Operation

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6. knowledge base

   I HAVE A MILLION DOLLAR IDEA FOR REDTAIL. Since you already have a "knowledge base" for set up that you control for "how to things" I would like to propose a "knowledge base" for your advisors/staff that we could control to manage information. It would be seperate from yours but would be under our control for quick easy access for checklists, procedures, account and product information so we could save things from the internet and/or documentation (.pdfs videos, etc) for quick & easy access. NO CRM IN THE INDUSTRY HAS THIS and RT already has the technology built to use it on "your side".

   Is is this genius idea or what? My opinion!

   I HAVE A MILLION DOLLAR IDEA FOR REDTAIL. Since you already have a "knowledge base" for set up that you control for "how to things" I would like to propose a "knowledge base" for your advisors/staff that we could control to manage information. It would be seperate from yours but would be under our control for quick easy access for checklists, procedures, account and product information so we could save things from the internet and/or documentation (.pdfs videos, etc) for quick & easy access. NO CRM IN THE INDUSTRY HAS THIS and RT already has the technology built to use… more

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7. assets

   There is a side bar selection called ASSETS/LIABILITIES. That is 50% of a balance sheet. The other 2 categories are INCOME & EXPENSES. I never use this because there is no reason to put 2 categories and the other 2 some else. Please add income & expenses and it will be VERY USEFUL.

   3 votes

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8. Enable Uploaded Image Editing and Text Selection

   In the growth plan you enable image viewing. Why not make the images editable and immediately saveable from within the Redtail Imaging platform?

   I suggest you enable the images to be edited the same way a PDF document is editable, preferably with OCR (Optical Character Recognition) capability which would allow limited copy and pastecapability, but at least with white out and text addition capability.

   Additionally, you could allow saving the edited image as a new image with a different filename, to allow a record.

   A following idea is that the old images are optionally stored as greyed out, indicating they are records, and not the current version. This could emulate Github, which allows access to previous versions with a complete changelog.

   This whole system would save clients from having to download a file, edit it in their PDF viewer, upload the new document, and have a confusing array of files, some current, and some outdated if they want a record of what was changed.

   In the growth plan you enable image viewing. Why not make the images editable and immediately saveable from within the Redtail Imaging platform?

   I suggest you enable the images to be edited the same way a PDF document is editable, preferably with OCR (Optical Character Recognition) capability which would allow limited copy and pastecapability, but at least with white out and text addition capability.

   Additionally, you could allow saving the edited image as a new image with a different filename, to allow a record.

   A following idea is that the old images are optionally stored as greyed out, indicating they… more

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9. income

   Add an income tab that shows the gross and net amounts, where the funds are being distributed from, any tax withholding, date of distribution and where the funds are going.

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10. A "Pop-Up Warning" when you open a contact's page

    When opening a contact's page, it would be extremely helpful to be able to enable a pop-up warning of some kind that you need to click out of before viewing the contact's page. In another CRM that I've used, this was an extremely helpful feature. Not all clients had it, it was only if you wanted it there.
    I used it for alerting myself and other staff members if there was something that was urgent and necessary for EVERYONE to know before talking to this client on the phone or emailing them.
    A few examples would be:

    This client works night-shift, but does not put their phone on silent and can only be called after 3pm

    or

    Client A is going through a nasty divorce AND being sued by their soon to be ex-spouse. Client B (soon to be ex-spouse), calls in and is requesting personal information, but Client A has specifically instructed us to not provide ANY information to Client B. (I understand that it's obviously standard to only provide information directly to the client and not speak to anyone else about their accounts. But we all make mistakes and when it's spouses that are both clients, it would be good to have an urgent reminder of the situation so you can speak carefully.)

    or

    A client that has dementia calls in and is requesting a distribution, but we have power of attorney on file and we need to check with the POA before making any transactions of any kind.

    or

    The prospective client calls in requesting a meeting with the financial professional, but we decided to not do business with them because of suspicious activity or treatment of staff.

    There are PLENTY of other scenarios I could come up with, but I'm hoping you understand with the few I've provided. I know that there are places where this information can be put in, like in the "Important Information" ! in the upper right of a contact page, but it's not a normal part of my routine when answering an incoming phone call. If there was a way that this stopped us in our tracks to read the information before any interaction with a client or prospect. Even if there was a setting within the "Important Information" ! where you could "Enable Pop-Up Warning" and the pop up said "CHECK IMPORTANT INFORMATION".

    Sorry for my short novel here, I'm just doing my best to explain this in as much detail as I can to communicate the importance of this sort of feature.

    When opening a contact's page, it would be extremely helpful to be able to enable a pop-up warning of some kind that you need to click out of before viewing the contact's page. In another CRM that I've used, this was an extremely helpful feature. Not all clients had it, it was only if you wanted it there.
    I used it for alerting myself and other staff members if there was something that was urgent and necessary for EVERYONE to know before talking to this client on the phone or emailing them.
    A few examples would be:

    This client works… more

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11. When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales rep

    When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales reps success.

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12. Adding a search function when moving documents from one place to another within Imaging

    It would be nice to have a search function within Redtail Imaging when you go to move a file to another folder. Right now, when we look to move a document/folder to another place it asks you to scroll down the list until you find the correct household and then select which folder to place said document into. We have a lot of households, so moving just one file is tedious. If you could only add a search box to the top of the list, so we can search for a client, that would be very nice.

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13. Why do the notes we are notified about only appear under notifications?

    We receive emails when tagged in a note, but there is no way to see a list of the notes we have been tagged in on the website. Could there be a section under "Notes" in the "Today" view to display all the notes we have been tagged in? I also think it would be beneficial if they showed up under the bell icon, as that is where notifications are supposed to be on the website. papa's scooperia

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14. Document upload on "opportunities" and "contacts"

    My team would like to suggest that documents added to an "opportunity" can then be transferred to a contact if that opportunity becomes a client.
    It is very tedious to save and move all of the documents that multiple team members have linked to an opportunity throughout our appointment process.

    There is a place to link a contact to an opportunity; one linked, this should allow transfer of documents.

    3 votes

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15. Change the default font to differentiate an uppercase I with a lowercase l. See the problem? IlIl...

    The default font for the Redtail system has the same symbol for an uppercase I that it has for a lower case l. See the problem? IlIl those are two different letters alternating and yet one would NEVER KNOW. This has caused mailing issues when someone references the address to handwrite it on a birthday card. This should be fixed for everyone ASAP.

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16. Contact type include Estate

    Include Estate as a Contact type, thank you, Debbie.

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17. Redtail Speak area codes

    I was excited to get set up and use Redtail Speak for compliant client texting, but I was really disappointed when my area code (210) was not available for Redtail Speak. Please keep adding area codes for Redtail Speak... with a special request for area code 210.

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18. Add a "most used" to sort team members to task a new activity

    When tasking, team members are sorted alphabetically, it would be nice to have the option to have the person/ people you task most frequently listed at the top.

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19. Opportunity Filter Settings Dropdown So that "Me" is the First Option

    When you click on the drop down feature in Calendar view, in the drop down menu the top choice is for "me". Opportunities should have the same feature. 99.99% of the time I am working with "Opportunities" I am filtering for my own results and I have to scroll down the long list of names to find mine.

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20. Sorting UDF's

    Sorting in UDF's. Currently impossible to sort with numbers in the prefix of UDF name. 10 Comes before 2 in the list. Appears to only be looking at the first digit, not the string of digits.

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