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Redtail CRM

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1671 results found

  1. Email Notifications- Activities vs. Notes

    Currently when a user marks a note with the "Notify User/Team" the User/Team gets an email with a link to log in to Redtail to view the note.
    Unlike an Activity when saved and completed the Title and the Description are completely displayed in the notification email.

    Can we have the notes fully display in the email. This would help keep teams all on the same page (especially when working remote).

    29 votes
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  2. Make shared contact card information more apparent

    It would be great if shared contact card information would display as shared in some easily viewable manner instead of only saying it is shared when you click on the arrow next to the field and choose edit.

    11 votes
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  3. Completed by

    Perhaps we can add a “completed by” line to reflect on the details box? this would be helpful for shared users to know who created and who completes the task rather than digging way down in the time line .

    Created by: abc

    Created date:

    “Completed by:xyz”

    I would prefer to see it on the front without having to dig too deep.

    Like when you look at the notes section of a contact. It shows completed activities, start date and complete date but not who completed the task.

    10 votes
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    0 comments  ·  Activities  ·  Admin →
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  4. Add client name to subject line in email notification

    It would be nice to have an option of putting a client name in email notification that a note has been added. It would be a great reference feature for now and in the future if we needed to pull up the notification by name through the email subject line

    19 votes
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  5. Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.

    Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.

    12 votes
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    0 comments  ·  Calendar  ·  Admin →
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  6. calendar background color for today's date

    Darken background color for TODAY's DATE on Calendar to make it more prominent

    17 votes
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    0 comments  ·  Calendar  ·  Admin →
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  7. Under Activities, Displaying Both names rather than "2 Users" .

    We have numerous couples that are clients. When assigning activities, I must do a 2-step process in order to get them both on the activity. Once both clients names are on the activity, the activities section shows "2 users" linked to the activity rather than both names forcing me to do ANOTHER step in order to view who the activities belongs to. Can we please change the "2-users" to display the actual names of both contacts tied to the activity as well as the "assigned" users to display the agents working on the activity.

    This would be very helpful and…

    50 votes
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    0 comments  ·  Activities  ·  Admin →
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  8. Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )

    When exporting the bank info to eg Laser app, one has to research if the bank is check or savings. This could be recorded when the bank info is input. Also should know who the signors of the account are - this helps with work flows like Docusign and others

    10 votes
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  9. Please consider making "Discretionary" a field for custom export.

    We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.

    7 votes
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  10. workflow task due date

    In response to another post "Workflow Template - Assign Task Due Date," I understand that the timeline for a workflow is set by the steps, but it would be helpful to be able to pre-determine due dates of tasks or at least when manually going in to edit a task, that step due date shows so you can make sure your task due date isn't set too early or too late.

    20 votes
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    0 comments  ·  Workflows  ·  Admin →
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  11. Custom Export Include Assigned Permission

    It would be helpful to be able to include the assigned permissions in a custom export to make it easier to review which contacts are assigned to which permissions.

    6 votes
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  12. MEMBERSHIP

    I use Memberships all of the time and it is frustrating that it is hidden in the menu on the contact page. Could it be added as an option in the common tasks short cut?

    13 votes
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    0 comments  ·  Memberships  ·  Admin →
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  13. Move workflow tasks within a workflow template from one step to another

    Ability to move tasks within a workflow template from one step to an existing step or a new step. Currently, you have to create an entirely new task within the step. Some tasks have detailed information and it would be nice to be able to reserve that info versus retyping or copy/paste.

    21 votes
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    0 comments  ·  Workflows  ·  Admin →
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  14. send calendar to clients to book appointments

    It would be nice to be able to send clients a link to our calendar so they can easily book appointments to eliminate all of the back and forth.

    54 votes
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    1 comment  ·  Calendar  ·  Admin →
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  15. When one activity is added it can trigger another activity to be created

    Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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  16. Entity Name as an option on Custom Export

    When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.

    12 votes
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  17. Redtail Support Chat

    It would be nice having the option to have an instant message support chat with Redtail support. It would be really convenient to have the option for quick questions to be answered rather than having to wait and talk through email.

    37 votes
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    0 comments  ·  Automations  ·  Admin →
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  18. client review

    Client Review

    Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
    (Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.

    Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…

    43 votes
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  19. In the Know Your Client, Under Written Agreements, can a tab be added for IAC?

    In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)

    4 votes
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  20. Please give us more recurring scheduling options

    I can set an activity to repeat on the first Monday (etc) of the month, but I cannot set it for the first (etc) day of the month. Very frustrating options, I go in circles frequently trying to decide how to set recurring activities to accomplish what I need to. Often I have to chose something that is less than perfect, knowing that each month when it comes up I will have to manually adjust it to be what I need, and hope I don't miss it before that happens.

    19 votes
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    0 comments  ·  Calendar  ·  Admin →
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