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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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349 results found

  1. mobile app MFA

    We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.

    Thanks

    7 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  2. UDF

    The 7/1/19 update changing the .pdf report printing to landscape vs portrait does not work for us at all! Plus on the UDF report we lost all the spacing and line breaks we carefully entered trying to make the report more readable. PLEASE give us the option on the orientation of reports and replace the spacing.

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Allow Adding Members to Team During Setup

    Currently, it is not intuitive to add members to a team. I think that the best user experience would be to allow team members to be added at the same time the new team is being created and in the same area where the team name/title is updated as opposed to a completely separate area.

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  4. Search clients/prospects based on distance from a specific address or zipcode

    I'd like to be able to type in a specific address or zipcode & select all clients and/or prospects within or outside of an x-mile radius.
    Currently I'm having to type each dern zipcode separately to find clients who are too far away since our city is so spread out. I cannot just type "exclude" and then the cities, because the city itself is so big that your address can say you're in the city & still be 1.5 hours away.
    This would be very useful for when we throw client events, but have clients who are too far away…

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  5. activity report

    The activity report filter options has a box to check to show only activities that do not have a linked contact. It would be helpful to also have box to check to only show activities with a linked contact.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. management page

    As the manager/director of our firm, I would love a management page that would be a database for me to see big picture output like a dashboard overview, of my firm or producers pipelines, tracking of workflows for division, outstanding tasks, etc. a quick view for management purposes with the ability to drill down on a specific topic.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. automation emails people in a role

    I want to see an option for an automation to not just email a user or a team but someone in a role. If I am creating a automation to let the advisor know something happened I want to make sure I get an email to the that client's advisor, not all of them. That way if the advisor changes I don't have to remember to change the user emailed on these automations but instead it will automatically keep emailing the new advisor (that we quickly changed in bulk).

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  8. Allow status or category to be automated based off of next activity

    This would be specifically helpful for scheduling.

    If you want to make sure all of your prospects are being followed up on and would like to categorize those you are actively pursuing separately from those you are not actively pursuing, it would be very helpful to have an automation feature which selects status or category based on whether or not a contact has an activity scheduled.

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  9. Automations- Add if Primary or Preferred Condition

    Please add the condition "If Primary" and "if Preferred" under the conditions options in automations. No reason why it should only be type.. many things need to happen if a clients changes their primary mailing address or home address or preferred email address. Not all clients have the same type of mailing or email adddress and we don't seem to have the option to specify and/or scenario. Example: If an active client changes their email address- we need an automation to link a workflow to alert the team to change their various systems ONLY if it was their primary email…

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Enhance the capabilities of the "Like" operand for Advanced Searches.

    Currently the 'Like' operand is intended to be used with 'Values' that are being typed in, not selected from a drop-down menu. So it doesn't pull any results when selecting from a drop-down "Value" menu. Many offices use a number of values containing the same words. So, currently we're required to use the "Equal To" operand which makes for excessively long entries for search criteria with several different levels. "Like" worked with drop-down "value" menu options in previous versions of Redtail, so this should be revisited to save us all some valuable time when setting up Quicklists and other searches.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  11. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  12. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Count of Activities on Mobile App

    I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. Thanks.

    6 votes
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    1 comment  ·  Mobile App  ·  Admin →
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  14. Please add the SUFFIX field to the contact search results view.

    We have many "Jr., III", etc., & you can't tell which one is which in the App!
    Thanks,

    6 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  15. keyword search

    I saw that the dropdown of keywords in Advanced Searches was added per another user's request. I think this is great and helpful, but it has limited some other features that I used to use a lot.

    I do miss when we used to be able to type in partial Keywords for searches. We use keywords very heavily and have prefixes that we use to categorize them. If I had the ability again to run searches for Contact Keyword - Keyword - Does Not Contain - RS, for example, I could quickly identify our clients who are not currently set…

    5 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  16. Monthly Calendar - when click on "today" on left, top...actually bring the view to "today" instead of showing the beginning of the month

    5 votes
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    0 comments  ·  Calendar  ·  Admin →
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  17. Daily Update E-mail

    It would be helpful to see all of the changes made for clients the advisor is assigned to throughout the day in a summary format rather than just getting multiple automatic e-mails when an address or other piece of information is changed.

    5 votes
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    0 comments  ·  Notifications  ·  Admin →
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  18. Add a feature to reports that highlight "created by" catagory

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  19. Top 20 Clients should be top 20%

    4 votes
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  20. Notify of Opportunity Stage Change

    When an opportunity stage is changed, a team/user can be notified of such through an automation template.

    4 votes
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    0 comments  ·  Opportunities  ·  Admin →
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