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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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143 results found

  1. RMD Value & Information section

    In the account section, I'd love to have an area specifically for RMD info.

    There is the general info section, which duplicates the issue date (listed in the account dates), the cash value and as of date (which duplicates the account assets balance), face value (which duplicates the coverage info), surrender value and as of date, loan balance, asset rebalance and rebalance frequency. Why can't an RMD info section be added, or the general section modified to include 12/31 year end value, RMD value, a check box for auto RMD, and that type of information? I'd love to be able…

    1,963 votes
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    95 comments  ·  Accounts  ·  Admin →
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  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    The Family/household page provides a nice tree of relationships for dependents. However, when the other members become clients it creates a conflict and we must move them to a seperate contact or the head of household for children overrides address contact fields. We then must use Memberships page- which has NO easy view.

    I am asking that all relationships show on the family page regardless of dependent status by having a dependent option on setup. The view would be maintained including parents grandparents kids inlaws etc. But contact data could be dependent on head of household or not dependent based…

    1,374 votes
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    69 comments  ·  Family  ·  Admin →
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  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    know your client, client review tab should read "last review" and if the next review is not completed on time, it should read "overdue"

    1,271 votes
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    65 comments  ·  Client Reviews  ·  Admin →
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  4. need all fields available to select from for custom reporting

    We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.

    925 votes
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    83 comments  ·  Custom Exports  ·  Admin →
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  5. Age Based Triggers

    I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.

    861 votes
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    26 comments  ·  Automations  ·  Admin →
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  6. When creating new activity, give users the option to make the "more details page" the default.

    Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.

    Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.

    1. Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to…

    785 votes
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    65 comments  ·  Activities  ·  Admin →
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  7. Automations: Make the Know your Client Review Date a Trigger Event

    The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

    774 votes
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    34 comments  ·  Client Reviews  ·  Admin →
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  8. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    similarly to how we can invite people to calendar events in Outlook or Zimbra

    735 votes
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    38 comments  ·  Calendar  ·  Admin →
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  9. Allow Tasks to be moved between workflow Steps

    I understand that the order of Tasks within a single Step is not terribly important (all of a Step's Tasks are assigned at the same time, when the prior step is completed). I, like many other users, would like to be able to re-order them anyway, even if it is merely cosmetic.

    But the real issue of concern is the lack of ability to move a Task between workflow Steps. So, if you realize that Task F actually needs to be under Step 3, rather than Step 4, you have to manually re-create it under Step 3, then delete it…

    599 votes
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    40 comments  ·  Workflows  ·  Admin →
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  10. Make it possible to change a client's next review date without changing first review date!

    It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'

    570 votes
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    35 comments  ·  Client Reviews  ·  Admin →
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  11. I need additional Mail Merge Fields

    We want to create a custom mail merge template to use in place of the Confidential Personal Profile Form. There are multipe fields that I want to merge into this custom form that are not available in the current mail merge fields and therefore I will have a lot of info to add after the merge is complete.

    545 votes
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    80 comments  ·  Bulk Actions  ·  Admin →
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  12. Automation templates & recurring workflows

    Please add the ability to automate templates based on time periods/dates. Right now, templates can automatically be applied based on certain actions (i.e. adding new clients). It would be a tremendous help to have the ability to set templates to automatically run every quarter (or other time frame). For example, I run a client invoicing template every quarter and the process can be automated by applying this template automatically each quarter.

    533 votes
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    17 comments  ·  Automations  ·  Admin →
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  13. Outcome of one workflow feed into another workflow

    It would be nice if we could make outcome of one workflow step feed into another workflow.

    500 votes
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    21 comments  ·  Automations  ·  Admin →
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  14. Customize Email viewing permissions

    would like to have some controls over what emails employees can view within the CRM. Example: we want employees to see all emails within a client record, however, would like to restrict the viewing of emails within employee records. We do not want employees viewing emails from the principal of the firm or the compliance officer.

    I know I can delete the emails from the CRM so that no emails appear in the history, however, an employee could simply type it back in to view emails.

    494 votes
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    57 comments  ·  Email  ·  Admin →
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  15. 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.

    468 votes
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    40 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Change First Review to Last Review under Client Review

    Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

    452 votes
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    29 comments  ·  Client Reviews  ·  Admin →
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  17. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Memberships  ·  Admin →
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  18. UDFs should be able to be used in the advanced search feature.

    It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.

    423 votes
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    20 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  19. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    414 votes
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    26 comments  ·  Mobile App  ·  Admin →
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  20. E-mail notifications for comments on existing notes

    Is it possible for Redtail to include e-mail notifications on comments to existing notes. Currently we receive e-mail notifications when a note has been posted on our clients profile, but follow up comments to those notes are not an option for notifications. This is needed since we are constantly updating our clients notes via the comments box and those don't notify. thanks

    394 votes
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    33 comments  ·  Notifications  ·  Admin →
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