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Redtail CRM

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7 results found

  1. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

    I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.

    Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.

    11 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. report completed tasks

    It would be great if we could run a report on completed tasks so we can see which users completed what tasks, not just the last user that completed a workflow that may include multiple people
    Right now you can just run a report on open tasks, which doesn't credit users on how much they have accomplished over a course of time

    24 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. make comments and linked documents part of the notes search

    Notes are searchable, but comments and document names are not. It would be helpful to hit all when searching notes.

    34 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Print Work Flow Template

    It would be helpful if we could print out Template Workflows. It would be a great resource to be able to print it out and have to be able to edit for approval or to be able to put in a book as a SOP style handout.

    65 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Seminar Attendee Export as CSV

    Add the ability to export list of seminar attendees as a CSV with information including their Redtail ID.
    Ideally you would be able to select multiple seminars from the page and export all the attendees at each seminar in one sheet.

    25 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Workflow Reports to include more detail such as complete workflows and outcome info.

    The Workflow Report shows the current step. The workflow task report shows the current step and task but not the user/team/role assigned. You also can't see any completed info on the workflow task report. If you are managing an office and trying to review where multiple employees are on all of their workflows including what outcomes they've selected for certain steps, you have to go to each individual workflow and run the timeline report in order to see the outcome itself. There isn't another report that shows this. I just watched a webinar on 6/6/18 about workflows. The host expressed…

    36 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  7. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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