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349 results found

  1. Confidential Personal Profile PDF Naming Convention

    I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Default email to compliance team when a client note is created (compliance issue)

    A default email is sent to the Compliance Team each time a Client Note is created for compliance purposes.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  3. Changes to UDFs push notifications to a user

    I would like to see a feature that would allow a user to be notified when certain UDF fields are added or updated.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  4. Add Activity Date colum to Contact Last Activity Report

    When running the "Contact Last Activity Report" it only shows the activity completion date, adding a colum for the actual activity date would helpful, especially if you are late marking activities complete.

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Lookup

    Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  6. Account by contact and owner

    I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people

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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. Identify on the app which contacts are ACTIVE vs INACTIVE.

    Identify on the app which contacts are ACTIVE vs INACTIVE or not even show the inactive one. On the app I am unable to identify so I am constantly entering notes incorrectly into the wrong (inactive or old duplicate) contact.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  8. Change "Sign into your Redtail Account" to "Sign in to your Redtail Account"

    Change "Sign into your Redtail Account" to "Sign in to your Redtail Account."

    "Sign in" is a phrasal verb. As written, part of the verb is connected as one word to a preposition.

    Also change "Logout" (a noun) to "Log out" (a phrasal verb).

    1 vote
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    0 comments  ·  Other  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

  9. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

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    0 comments  ·  Settings & Preferences  ·  Admin →
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