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Redtail CRM

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111 results found

  1. Please fix past due tasks to show on contact page again (Twelve month window).

    Please return default range for open tasks to last six months and next six months. The new "Open Activities for Next 30 Days" is frustrating.

    First, the goal of the CRM is to quickly see what is going on with the client. If I just met with the client and didn't complete the meeting notes and tasks, there is no indication there is recent activity on the contact page. (i.e. looks like nothing is going on, and the client was just in the office yesterday.)

    Second, Clicking on PAST DUE activities on the top of the contact page DOES NOT…

    82 votes
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    2 comments  ·  Activities  ·  Admin →
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  2. Add a "Call History" log similar to "Email History"

    Add a log for phone calls that can have an associated client, sound (call recording) file, description, and time and date. It would be nice to have this set up on the contact overview page so that an overly filtered report or search wouldn't need to be done every time. This would be especially useful to have on hand when a client calls so that no matter which team member or employee answers, they can quickly and efficiently see all phone communication with the client.

    Integrations with providers like RingCentral could be added to help pull the calls into the…

    79 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. Update Repeat Options for Recurring Activities

    Standard repeat options are missing.

    For REPEATS MONTHLY, specifically when you choose "Repeats Monthly ON" you are given the choices of FIRST SECOND THIRD FOURTH LAST and the days of the week. In addition to the days of the week, you should also have the option of DAY and WEEKDAY. Which would allow you to setup these types of repeating schedules; FIRST DAY OF THE MONTH, FIRST WEEKDAY OF THE MONTH, LAST DAY OF THE MONTH, LAST WEEKDAY OF THE MONTH.

    For REPEATS YEARLY, you should have the same options.

    These are standard recurring/repeating calendar options on most all other…

    62 votes
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    4 comments  ·  Activities  ·  Admin →
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  4. Uploading contacts into Redtail CRM

    We should be able to upload contacts into the Redtail CRM without having to go thru the helpdesk. This isn't an uncommon activity anymore. Other CRM's allow this to happen.

    22 votes
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  5. Optimize Tailwag to work with Microsoft Edge Browser

    Hopefully this is already on the Redtail agenda. Whereas Tailwag works in Edge, formatting is lost in activities. For example, hard returns are removed from formatting in activities for one big run-on sentence. Otherwise, many features work much better in Edge than IE or even Chrome. It's generally less buggy.

    4 votes
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  6. Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.

    The drop down menu is active even when the "tax qualified" box is not checked. It therefore should include options for "Non-Qualified" and "Non-Qualified Joint." We should not have the sole options of using "other," or simply leaving this field blank.

    26 votes
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  7. Addd a QUICK Advisor/Assistant To-Do-List button

    Addd a QUICK Advisor/Assistant To-Do-List button

    15 votes
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    2 comments  ·  Activities  ·  Admin →
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  8. Appointment Confirmation Button on Activity Screen

    Can you add a button that would generate an email appointment confirmation with the details in the activity screen?

    46 votes
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    1 comment  ·  Activities  ·  Admin →
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  9. Meeting Agenda's

    More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
    So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda…

    134 votes
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    1 comment  ·  Activities  ·  Admin →
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  10. Assign a Task to a client

    I would love it if you add a new feature to your Tasks. This is the ability
    to assign a Task to a client. Why? Often I give them a to do list, that is,
    things they need to accomplish and when I meet with them later on, I want
    to be able to ask them if they got those things done. How do I remember
    what I ask them to do? If you were to let me assign a Task to a client,
    when I meet with them again i would run a report and quickly see the Task …

    17 votes
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    0 comments  ·  Activities  ·  Admin →
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  11. Option to automatically rollover activity

    It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…

    1,217 votes
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    47 comments  ·  Activities  ·  Admin →
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