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Redtail CRM

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4 results found

  1. client review

    Client Review Automation

    It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks

    21 votes
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    0 comments  ·  Automations  ·  Admin →
    Answered  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The client review reminder is the reminder to schedule the review with the client. We have training resources and workflow templates available to help guide you through our recommended client review process.


    https://support.redtailtechnology.com/s/article/Client-Reviews

  2. client review reminders

    Client Review Alert problem i.e. on 8/20/21 there was an alert was for a client - the last review date was 8/20/21 and the next one is 2/20/22, why is it showing as an alert on 8/20/21? There are many examples like this. Between that and once a review date is overdue, it makes the alert system useless. I end up having to download my last review, next review dates into an excel spreadsheet to use and f/u with clients.

    7 votes
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    0 comments  ·  Client Reviews  ·  Admin →

  3. Notes report

    we have the ability to filter notes, but it would be really helpful to filter not only the type of notes but a time frame and be able to export to a PDF or EXCEL to take to client reviews.

    1 vote
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    0 comments  ·  Notes  ·  Admin →

  4. Talk to Text

    Add a 'talk to text' button when adding notes to a client account or calendar event. This will cut down on time after a client review/meeting as it allows you to speak the notes instead of typing them.

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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