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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. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    33 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  2. When entering a Social Security Number, the field auto populates the dashes. Can this feature be added to all date fields?

    When entering a Social Security Number, the field auto populates the dashes. When entering a date, we are required to enter the "/" or "-" or the field defaults to the current date.

    33 votes
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    0 comments  ·  Calendar  ·  Admin →
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  3. Workflows should indicate who started them - similarly to Activities

    If I am assigned a workflow and have questions on it, I have to go around and ask who started it. If RedTail indicated who started the workflow like they do for activities, I would be able to go right to the source.

    33 votes
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    0 comments  ·  Workflows  ·  Admin →
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  4. Select multiple notes to make "actions" on

    It would be great if we could select multiple notes that the "Actions" button would apply to. So you could do actions to several notes at one time (e.g. "Link to an account" multiple notes at once).

    33 votes
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    2 comments  ·  Bulk Actions  ·  Admin →
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  5. 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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  6. 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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  7. Calendar and Broadcast Emails

    There should be a way to implement a mail merge field for date and times when sending a broadcast email. For example: Sending a bulk email to clients to remind them of their appointments next week. The email template will have the merge field automate date and time.

    32 votes
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    0 comments  ·  Broadcast Email  ·  Admin →
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  8. Add Primary Phone & Primary Email to Advanced Search

    I am looking for clients with a phone number but not a primary phone number and an email address but no primary email address. I was able to do this with address. I thought this option was under primary contact till I realized that was a different field altogether.

    32 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  9. Role's & and automation's

    Wants to set automation for assigning roles when a contact is added

    32 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Bulk Printing of Confidential Personal Profile

    It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.

    31 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

    We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.

    31 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  12. If conditions true options in automation

    Love to see more options in the "If...conditions true" lists.. such as:

    Category = (A, A+, B etc)
    Date of birth is equal to, greater than, less than

    So much more can be done with these automations!!

    31 votes
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    0 comments  ·  Automations  ·  Admin →
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  13. Account Value Automations

    It would be very helpful to receive notification when a client's account goes below a certain value or to $0. Often times clients may transfer out and we may not know about it. This feature would not only help us to reach out to these clients but also keep our database clean by maintaining these $0 accounts (which negatively affect our AUM / Ave Portfolio values).

    30 votes
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    2 comments  ·  Automations  ·  Admin →
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  14. udf report filter improvement

    When I run a report for UDFs sometimes I want to see all values for a certain UDF, not just a specific value. I should be able to leave the bottom to boxes blank if I want.

    30 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  15. Confetti when workflows are completed

    A fun suggestion that my office and I had was when someone completed a workflow a little confetti burst came across the screen after you clicked the complete button. It always feels so good to complete a task/workflow that we thought having some confetti fly across the screen would be really fun.

    30 votes
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    0 comments  ·  Workflows  ·  Admin →
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  16. An Automation for adding contacts to a tag group (syncing with retriever cloud)

    With Retriever cloud,
    We must sync contacts via a tag group.
    With R4TW we're able to sync contacts with a quicklist,
    quicklist are more beneficial since they update automatically.
    If there was a way to choose quicklist with retriever cloud, even better.
    If there was a way to set an automation to add contacts to a tag group, also even better.

    30 votes
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    1 comment  ·  Automations  ·  Admin →
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  17. Add Activity Category to Zapier

    One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.

    29 votes
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    4 comments  ·  Integrations  ·  Admin →
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  18. UDF automation action item

    If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.

    For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.

    29 votes
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    1 comment  ·  Automations  ·  Admin →
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  19. unlinked accounts notification

    We would like a notification/alert somewhere on the Today's Overview page that there are unlinked accounts. We shouldn't have to take the extra step of clicking into the accounts tab to find out if we have new unlinked accounts. We do this several times a day when we're looking for new accounts... it's an unnecessary step.

    Please consider making a change to the word "accounts" at the top of the today's overview page when new unlinked accounts are present. Maybe it could be bolded or change color. Something to signify that there is a reason to click into this tab.

    28 votes
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    0 comments  ·  Accounts  ·  Admin →
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  20. Mask PII (SSN, DOB, account numbers) from certain users

    We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?

    27 votes
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    1 comment  ·  Settings & Preferences  ·  Admin →
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