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349 results found

  1. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD so that each account that pulls from your feed wether its DST Vision or Albridge Solutions etc that it will show who the owner is and how it is titled, along with another with this all showing on the Reports. Right now we pull up RT or a Report of accounts and there is no ownership designation so could be an IRA or NQ or Joint we wouldn't know... Please have this viewable in RT and on the reports.

    239 votes
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    22 comments  ·  Accounts  ·  Admin →
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  2. Glitch when multiple users on same Task

    If two people have the same task open at the same time the second person who saves the task overwrites any information entered or changed by the first person to save the task.

    55 votes
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    10 comments  ·  Activities  ·  Admin →
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  3. Print all Dependents on the Personal Profile form

    On Leapfrog all dependents (up to 5) printed on the Personal Profile form. Now it seems only children print. Please update Tailwag to print all dependents like before.

    NOTE: Our advisors find this form VERY VALUABLE!

    32 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. include Created Date in the task report so that we can know the aging of open tasks for a team. Now we must call it in to request data.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Creating a "Prospective Client" contact should give you an option to automate an Opportunity

    When you enter in a prospective client's information, you should be able to check a box to make an opportunity for that prospective client. It would be nice to be able to have an automation for that.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. Workflow email notification when current step due.

    In notification preferences, add an option to receive an email notification when a Workflow task is due & uncompleted.

    45 votes
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    0 comments  ·  Notifications  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  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. 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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  19. 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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  20. Tailwag - Add "Account Balance" field in advanced search.

    Tailwag - Add "Account Balance" field in advanced search. I would like to be able to view individual account values not just portfolio value

    13 votes
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    1 comment  ·  Accounts  ·  Admin →
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