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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1671 results found

  1. Workflow email notification when current step due.

    In notification preferences, add an option to receive an email notification when a Workflow task is due & uncompleted.

    48 votes
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    0 comments  ·  Notifications  ·  Admin →
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  2. Risk tolerance options in Redtail Tailwag

    Currently there are three risk tolerances in Redtail CRM and we do not have the ability to modify them. Within TFA and our practice we use five. It would be great if you could add low-moderate and moderate-high. What is there now does not accurately reflect our clients needs and does not filter into LasarApp the way it needs to be.

    153 votes
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    9 comments  ·  Know Your Client  ·  Admin →
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  3. Membership

    Allow me to add a membership the way I would add a spouse under a family-if the contact doesn't already exist, allow me to create it from that drop down. Currently, if the contact does not exist, I need to leave the page, go create a contact and then add it to membership. There are SO many steps-please work to alleviate steps in all processes.

    51 votes
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    2 comments  ·  Memberships  ·  Admin →
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  4. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    468 votes
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    40 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Workflow Flow Chart

    It would be nice to have a visual tree that shows all of the possible tasks and outcomes that may occur in one graphical tree when creating new workflows.

    The issue I run into is making sure that I have added all of the possible outcomes when creating a new workflow

    I would like to see the outcome as the same as what is on page 60 and 61 in the 2015 Redtail University Workbook.

    346 votes
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    28 comments  ·  Workflows  ·  Admin →
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  6. Non-Qualified

    Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.

    53 votes
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    3 comments  ·  Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

  7. birthday reminder

    It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".

    28 votes
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    3 comments  ·  Notifications  ·  Admin →
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  8. Edit/customize account information fields within an account type

    Right now the fields within different account types are set, and not always pertaining to applicable features within certain registrations/ investments. Would be nice if the administrator could add/ edit/ remove account specs from the within a specific account type to match what our office would like to see when viewing certain types of accounts in Redtail. For example: just on the account type Variable Annuity, we want a death benefit option to be a list of riders we frequently use or Return of Principal, but it only gives us the options of Level, Increasing, Automatic or Decreasing which only…

    24 votes
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    1 comment  ·  Accounts  ·  Admin →
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  9. Sorting of "Activities"

    Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.

    Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.

    Please add the ability to choose sort parameters that stay in effect until I change them.

    This is a HUGE issue for me.

    188 votes
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    14 comments  ·  Today's Overview  ·  Admin →
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  10. Notification when ID expires

    Since we put in the expiration dates of client's IDs, a notification of each expiration (e.g. 30 days prior) would be appreciated. This way we could update it the next time we communicate with the client.

    114 votes
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    7 comments  ·  Alerts and Warnings  ·  Admin →
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  11. Please add search feature to Beneficiary

    Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.

    46 votes
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    3 comments  ·  Accounts  ·  Admin →
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  12. 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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    0 comments  ·  Activities  ·  Admin →
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  13. Edit 'Outcomes' in Workflows tool

    I've found that once you create an Outcome in the Workflow template, it can only be deleted, not edited. It would be helpful for this to be corrected.

    157 votes
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    8 comments  ·  Workflows  ·  Admin →
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  14. Assign Activity to Team

    I would like to be able to assign an activity to a team, instead of only being able to assign activities to users.

    This works well for reassigning tasks and roles while individuals are out or unavailable.

    For instance Joe Smith (JS) handles all of our client paperwork. Jane Doe (JD) is the paraplanner in the office. I have created a team: "Client Service - JS". Joe Smith is currently the only member of that team. I would like to be able to assign activities (like processing client paperwork) to Client Service - JS. If Joe Smith decides to leave…

    164 votes
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    10 comments  ·  Know Your Client  ·  Admin →
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  15. For a business contact, please add a field where you can identify what type of corporate entity it is e.g. S Corp., C Corp., 501c3

    14 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  16. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    12 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  17. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.

    54 votes
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    3 comments  ·  Accounts  ·  Admin →
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  18. Automations: Make the Know your Client Review Date a Trigger Event

    The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

    774 votes
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    34 comments  ·  Client Reviews  ·  Admin →
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  19. When creating new activity, give users the option to make the "more details page" the default.

    Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.

    Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.

    1. Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to…

    782 votes
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    65 comments  ·  Activities  ·  Admin →
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  20. Contact Details - Add Retired/Retiring As Of Option

    In financial industry advise offered to clients may differ based on whether they are retired, on the verge of retiring or have many years left to work.

    It would be helpful/useful to money managers / planners to Add Retired/Retiring As Of Option with a drop down to select a date so this information can be entered when the client is created. This would greatly increase the functionality of searching contacts without having to manually assign this options as a keyword or tag group as it may be overlooked.

    37 votes
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    2 comments  ·  Know Your Client  ·  Admin →
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