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Welcome to our official Redtail CRM feedback forum!

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26 results found

  1. automation

    Ability to add automation template to send an email when an active client/prospect have an annual review and have a keyword/tag that triggers the automation.

    Specifically, I want to get an email for only active contacts that have the tag "eMoney" on their profile when an "account review appointment" is scheduled.

    4 votes
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  2. Please allow us to upload mail merge templates in .docx form

    Microsoft Word replaced the .doc file extension with .docx after their 2007 version. Sharepoint no longer allows us to store .doc files, so we must convert any file we work on from .docx to .doc, before we can upload it as a mail merge template, then we have to convert it back to .docx to store. This is silly. Please allow us to use .docx files as mail merge templates.

    3 votes
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  3. Allow .Docx vs .Doc for Mail Merge Templates.

    We need to resave current .Docx files as .Doc (old word format) every time we add a new template or want to amend a current template.

    3 votes
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  4. Please allow for templates in Important Information section.

    At WFA Finet, the Important Information section was categorized in with the acronym F.O.R.M. This stood for Family, Occupation, Recreation, Money. We are creating our own template and copy/pasting on each client. It would be nice to just have it already on there.

    3 votes
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  5. UDF Templates

    It would be nice if we could create templates for multiple UDFs to be added to a record at the same time.

    I'm sure there are other users who frequently input the same UDF's for different groups of clients, so having templates would be much faster than adding new ones individually (and hoping nothing was omitted).

    For example, we just started tracking the details of employers' benefit plans using UDFs so that we can quickly reference open enrollment dates, 401(k) match, Backdoor Roth availability, Custodian, SDBA window, NQDC availability, etc.

    While I'd much rather have a dedicated tab for business…

    3 votes
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  6. Customizable pages

    I do Medicare Insurance for a financial / retirement planner. 1. It would be nice if we could manipulate the boxes to ONLY contain the info that we need for each client For instance, the UDF's. I only need 6 pieces of UDF and not a whole list to go thru. So I would like to open all the UDF's in 1 box and then edit or fill in the info instead of opening the UDF list, find the one I need, click it, fill it in, save it, and then do the same thing 5 more times for each…

    1 vote
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  7. templates in app

    Add Activity Templates in the App

    9 votes
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  8. Add social media profile columns to the Excel import template

    When importing contacts from an Excel spreadsheet, it should be possible to import their facebook, twitter, linkedin, etc. profile into the contact area just like you can for phone numbers, email addresses, etc.

    7 votes
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  9. 4 votes
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  10. Contact Templates

    Allow users to create a "Contact Template" to set defaults (writing advisor, servicing advisor, permissions, advisor, associate advisor, CSA, keywords, and tag groups) based on a template.

    15 votes
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  11. Add a custom form feature

    If Redtail is looking to add new features, we would love the ability to create custom forms, similar to "Forms" in Google. Our office is always trying to find better ways for advisors to assign tasks to staff. We prep and process most accounts, and would love to have a record of the advisors' instructions be tied in to the CRM. If we could program a series of questions with checkboxes and short answer sections (What kind of account? 403b, IRA, etc; Who are the beneficiaries? What risk tolerance? etc.) it would be a huge time saver. We currently use…

    23 votes
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  12. Can you add a dog to the home page? We only get to see the cute pooch until we log in, which doesn't make me want to log in!

    Can you add a dog to the home page? We only get to see the cute pooch until we log in, which doesn't make me want to log in!

    9 votes
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  13. Clone an email template

    I can't seem to find a way to clone an email template; only to create a new one from scratch. This would be a useful feature when there are instances where we'd like to keep the original template and not have to create a new one or save over the original.

    22 votes
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  14. Link Workflow Templates or Have Step Templates to Build Workflows

    It would be great to be able to have cards for certain steps that you can use to create workflows. Or be able to combine workflows together.

    I have a similar step in most of my workflows and/or individually created workflow . If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20+ templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my…

    4 votes
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  15. Workflow Template List

    When I am making changes to my workflow templates and want to go back to the list, I would like to go back to the same place in my list . If I access a template on page 3, then go back, it takes me to page 1 and I have to click through the pages to get back to where I was. When I am going down the list to make one change to multiple templates, I have to keep clicking through the pages (see my suggestion/comment on workflow cards)

    4 votes
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  16. Link Documents to Templates

    Be able to Link Documents to Templates.

    24 votes
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  17. accessing templates from inside the activity screen

    When in the activities screen, when cloning an activity, it would be extremely helpful to be able to access the different activity templates from that screen. This would help fill/change a lot of the form fields as opposed to have to do them all manually.

    4 votes
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  18. Upload to replace existing Mail Merge Template

    Every time I need to change a mail merge template, I have to delete and then upload a new .doc file. If the original file was referenced in any workflow templates, the links get broken, and I have to relink the new file after it's been uploaded.
    I would love to be able to just upload a new version of a .doc to replace an old one and keep the links in place.

    6 votes
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  19. Require Activities to be Templates

    I'd like the option to force all activities to be made using an existing template. This would stop miscategorized activities, and also make sure all information is entered as we would like in the description section

    12 votes
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  20. Note Templates

    Note templates are a great tool used to help speed up the process of entering the same notes several times. I think it would be helpful if we could choose which templates only we would like to view. Rather than scrolling through a lengthy list of templates others have created.

    19 votes
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