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← Customer Feedback for Redtail Technology

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17 results found

  1. iphone notifications

    17 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    This would be nice to have.

    Anonymous supported this idea  · 

  2. Alert reminder pop-up such as Outlook

    77 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Anonymous supported this idea  · 

  3. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Anonymous commented  · 

    We agree. We need the ability to track at the Contact Level. Please add under Know your Client. We do not use the account section in Redtail and therefore there is no date to enter at the account level. Please add at the Know your Client level. We also need to track the date for prospects that have no accounts.

    Anonymous supported this idea  · 

  4. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  5. Client Review Revamp!!

    63 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  6. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    Next Step in Opportunity Tracker and Next Activity under the Calendar seem to be the same. If the contact is in RT and linked to the Opportunity Tacker, Why can we not combine?

    Otherwise, we currently have to enter the activity twice. Once under Next Step and once to the activity on the calendar which is linked to the contact.

    Anonymous supported this idea  · 

  7. Opportunities on RT Calendar

    66 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  8. Add a 'Contact Category Change' Trigger Event for Automations

    197 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    We need this too, please add.

    An error occurred while saving the comment
    Anonymous commented  · 

    Yes, please, Add soon!

    Anonymous supported this idea  · 

  9. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    We find some workflows are more usable to have just one step and several tasks to be used more like a checklist. But we would like in a particular order to make more sense for the user. Please make tasks movable just like steps.

  10. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  11. Trigger for more fields for Automation Templates

    36 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous shared this idea  · 

  12. Show note comments on timeline

    328 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 

  13. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  14. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    Yes, Tracking RMDs in the CRM would be beneficial. Have the the following titles (see below suggestions) as columns with each row representing an account for that client.

    Age, Account Name, Divisor, Account Number, Fair Market Value as of 12/31/20xx, RMD Amount, YTD Withdrawal, RMD Remaining, Rounded to:, Process Instructions, Comments

    Anonymous supported this idea  · 

  15. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous commented  · 

    Memberships is way too hidden and needs to be in the front like in the older version of Redtail. We like to see the links and not have to click to see it.

    Anonymous supported this idea  · 

  16. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Would be nice to have the ability to update the labels under Written Agreements Review be changed from signed fee agreement to what we use Investment Management Agreement. Same with other items below.

    Anonymous supported this idea  · 

  17. Show the Details of the Actions done on the Timeline

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous commented  · 

    Need timeline to have feature to show ALL items as preference instead of always having to manually select this option.

    Anonymous supported this idea  · 

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