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22 results found

  1. integration with DocuSign

    49 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Will supported this idea  · 

  2. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Will supported this idea  · 

  3. Pinned note(s) show first on main Contact Screen Note Box

    169 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Will supported this idea  · 
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    Will commented  · 

    The RedTail Product Owner response was over two years ago. WE NEED THIS!!!!

  4. Pin a note at the same time you create it

    54 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Will commented  · 

    Yes please.

    Will supported this idea  · 

  5. Reports > Contacts > No Contact > Add Writing Advisor Filed

    27 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Will commented  · 

    Come on RedTail, this is ridiculous... can you PLEASE IMPLEMENT this very useful improvement? I'm totally in the same boat as the person that posted this.

    Will supported this idea  · 

  6. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Will supported this idea  · 
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    Will commented  · 

    Come on Redtail, why do we have to wait 7 years for you to fix this? Writing Advisor is dumb. Please let us customize it.

  7. Add feature to search archived emails by "to" field or "from" field

    13 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Will commented  · 

    We use the email archive feature (Office 365 email journaled into RedTail). Please update the Filter so that we can see results by To and From.

    Will supported this idea  · 

  8. Make ALL Fields Searchable in the Advanced Search

    216 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Will supported this idea  · 

  9. Add ability to search email *content,* not just subject lines

    100 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Will supported this idea  · 

  10. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Will supported this idea  · 
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    Will commented  · 

    Our team likes to cc the team's group email when we email clients. That way clients don't have to wade through a bunch of cc'd team members. However, since the individual team members emails are hidden inside the group email, that also means that the team members cannot view the email in "email history" in RedTail. Please add the ability to "whitelist" certain email addresses (i.e. team@awesomewealth.com) so that the team members can view the emails in "email history" in RedTail.

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    Will commented  · 

    My RIA has a "Doing Business As" structure whereby there is one legal RIA with multiple "Doing Business As" brands underneath. Example: RIA is Wonderful Capital, with both Wonderful Capital and Really Good Wealth teams operating underneath and using their own email domains. Therefore, Jane Doe employee has both @wonderfulcapital.com and @reallygoodwealth.com email addresses. Same person, same role, two email addresses running over the same system, with both incoming and outgoing mail over the two addresses. Please enable us to add an "alias" to the CRM system so that all of Jane Doe's emails can link to her CRM profile no matter which of the domains she uses! This would mirror how Office 365 allows us to include multiple domains through one inbox.

  11. UDF's in Advanced Search

    20 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Will shared this idea  · 

  12. UDFs should be able to be used in the advanced search feature.

    421 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Will commented  · 

    Turning up the volume on this. Pointless to have UDF's if they can't be used in Advanced Search.

    Will supported this idea  · 

  13. Contacts > Notes > Comments Notification

    119 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Will shared this idea  · 

  14. Opportunity Final Stage Modification

    101 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Will commented  · 

    Yes, please allow us to identify a status as Closed or Open. Example: we don't want to muddy up the Active/Closed stats with opportunities from previous years... so we want to have "Closed Won - 2016" as a status. That is obviously a Closed status, but we need a function in RedTail to mark it that way... otherwise they show up as Active!

  15. Opportunities should have at least 3 date fields

    135 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Will supported this idea  · 

  16. Contacts > Accounts > Display Account Title/Name

    44 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Will supported this idea  · 
    Will shared this idea  · 

  17. Accounts Information

    48 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Will supported this idea  · 

  18. Add Clients by Region Mapping/Reporting

    225 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Will supported this idea  · 

  19. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  20. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Will supported this idea  · 
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