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Redtail CRM

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67 results found

  1. review date

    Just realized that if your first review is at the end on the month (ie 29,30 or 31st) and the next date falls on a month that does not have this day (example February of many months that only have 30 days) the review goes to the next scheduled day. So no instead of every 4 or 6 months the client isn't being reviewed until 8 months or a year. The date should at least go to the next valid calendar day not just skip it.

    13 votes
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  2. Filter Client Review Reminders for each individual advisor

    We want to be able to filter the review reminders per advisor. Why is it still that you see everyone? It would also be helpful to be able to filter birthdays per user as well!

    9 votes
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  3. Please develop an integration with Apptoto.

    Right now you have no viable options for setting up automated meeting reminders for our clients. Please do not tell me about Appointment Reminders (your only current integration for sending meeting reminders to clients). That product is woefully inadequate and the customer support is lacking.
    Apptoto is a fantastic product, with strong customer service. A direct integration with Redtail would be a fantastic service to provide. This is a no-brainer. Please get it done.
    As it is now, we can use Apptoto with an indirect connection that depends on the reliability of Retriever Cloud. Therein lies the problem, Retriever Cloud…

    7 votes
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  4. client review

    Client Review

    Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
    (Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.

    Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…

    40 votes
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  5. Reviews

    Currently a reminder pops up - I would like this to automaticlly become an activity - one that automatically gets assigned to the rep and can then be edited and closed

    5 votes
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  6. When looking at a client, have arrow to scroll through each individual client

    When in a client's information, have an arrow to scroll to the next client alphabetically. This way you don't have to back out completely to the main client screen to click on the next client

    3 votes
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    0 comments  ·  Client Reviews  ·  Admin →
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  7. Voice activated note taking

    Similar to Copytalk, have you considered adding a feature whereby the advisor or assistant could add notes to Redtail by simply dictating. I personally hate typing and it takes more time than simply dictating.

    8 votes
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  8. client reviews filtered by Advisor on Calendar

    Is there a way to show only Client Reviews that relate to a certain advisor(s)? Or if not, is this something we could request via a filter of sorts? Or, even another "Calendar"? My thoughts are as we add more Advisors to the team (especially satellite team members) we may only want to see certain Client Reviews that are Advisor specific. Make sense? :-) Thank You, #TeamRedTailRocks!

    12 votes
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  9. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

    Regarding the “Next Review Date” on a Client Review Reminder. They changed the format recently and you are no longer able to randomly choose to add a future date if it doesn’t coincide with the previous “First Review Date” which many times it does not. Please enable us to be able to put a future date in not based on any previous review date and put it back to the way it used to be so we can just go into the drop down calendar and set it for whatever future date that we choose

    19 votes
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  10. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    Allow us to set how often we want to have a review with a client and then when we complete the review, it would then trigger a reminder to set an apt at the specified time period FROM THAT DATE rather than from when you set the initial reminder.

    28 votes
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  11. NEXT REVIEW

    When setting up the Next Review feature, it seems the option to update to annually on a specific day has disappeared. (Ie. annually on the first Monday of April). I can choose a date for annual review (ie. April 15 can be scheduled for subsequent years), but not the first Monday of April.

    Also, it would be nice to keep the first review (ie. April 15, 2016) and then be able to change it in subsequent years. For example, this year we weren't able to meet until June 1, 2020. Going forward, I want to change it to June 1,…

    24 votes
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  12. Review date for couples

    It would be great to have a checkbox that copied over review date info for couples so that it doesn't have to be entered twice.

    27 votes
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  13. 'Complete' Client Reviews

    For an industry that is very much reliant on keeping track of bare min YEARLY client reviews, this section needs a better tech focus. I would at least appreciate if the "Client Review" reminders could be 'completed' just like an activity.

    33 votes
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  14. Know Your Client

    Please put this option back to the way it was and bring back the calendar within to be able to change the actual day of month like before under : Repeat on. Just had a client meet on the 31st of July but now even though selecting every two months it jumped to January 31, 2021 maybe since two following months only have 30 days????
    Also, instead of prompting First Review change to Date Last Review.

    10 votes
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  15. Client Review Reminder by Months

    I would like to be able to set up review reminders with the repeat frequency option to select by a specific month or two months, rather than a repeat a time frame.
    ie: October & December - repeating in October & December
    or March & November - repeating in March & November

    12 votes
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  16. Client Favorites

    Please allow client favorites to be shared accross users. We are trying to find an easy way idintfy top clients. We could either use the favorites and make then sharable across users, or maybe allow cient names to be highlighted when you search them.

    8 votes
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  17. BRING IT BACK!!

    I understand the last update took our ability to change the client review date without affecting the original review date. Not sure who thought this was a good idea but its not. Please make the current review date editable again. And make it happen soon!!

    9 votes
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  18. We miss the feature of having the option to select a recurring event happen on "the first, second, third, fourth Sunday of the month"...etc

    In the past, we set up our client reviews using the recurring events option. We didn't set them up the exact DAY of the month, it's more important for our office to have them on Sunday to keep our weekday calendar clear .

    15 votes
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  19. FIX the "Custom" recurrence option in Client Review Reminder section

    With the May 2020 update, the recurrence options in Client Review Reminder REMOVED the options that were always in this area- that is the ability to select by day and month- anywhere in a year- yet leaving the "first review date" intact in the past. I see why the new options were added (to mirror recurrence options in a task) but Client Review reminders are very different. Much more fluid and they appear on the calendar based on the day and month chosen (or rechosen over time). Please update the "CUSTOM" choice in the dropdown list to look like the…

    15 votes
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  20. Client Review Reminder Changed - HELP

    This area was changed with no warning!! We were able to choose the month for the review and actually choose 2-3 months at a time by clicking on the month as well as choosing the first, second, third, fourth day of the month just by clicking the day. This has been taken away and we have our whole book of business designed this way. How can this be taken away and deleted without warning. Please put this feature back or let us know of a way to do what we were able to do before. This is a major impact…

    41 votes
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