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45 results found

  1. Report: Notes by User

    1 vote
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Will shared this idea  · 

  2. Contact > State Field for Custom Export

    7 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  3. Add state of residence of contact without an address

    21 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Will commented  · 

    Turning up the volume on this. I need this for the Custom Exports feature so that we can include the client State in the right Custom Export without having the whole address. Please add!!

  4. Client > Month of Birth

    1 vote
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Ability to filter 'Notes by User - All Time' report by date

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

    Yes! Or add a function such as notes per user per year or per quarter. Having it be all-time is not very helpful when staff joined the team at various times.

  6. project management

    13 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Reports > Contacts > No Contact > Days In Past > Add YTD & QTD

    9 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Will commented  · 

    Yes, we need this!

    Will supported this idea  · 
    An error occurred while saving the comment
    Will commented  · 

    Just turning up the volume on this suggestion!

    Will shared this idea  · 

  8. Form CRS Delivery Documentation

    97 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Will commented  · 

    Now that the Securities & Exchange Commission is moving forward with requiring "Form CRS Relationship Summary" reports, please generate one or more templates for this!

    https://www.sec.gov/rules/final/2019/34-86032.pdf

  9. Contacts > Notes > Comments Notification

    104 votes
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    8 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  10. Reports > Fiduciary > No Contact > Add Advisor fields

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. Householding accounts

    53 votes
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    0 comments  ·  Redtail CRM » 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!

  12. 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!

  13. Email > Archive > Supervision/Compliance screens

    19 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Will shared this idea  · 

  14. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  15. Add a rolling reminder to contact a client X days after last contact

    28 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Will commented  · 

    Yes please!

    Will supported this idea  · 

  16. Opportunities should have at least 3 date fields

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

  17. Contacts > Accounts > Display Account Title/Name

    41 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  · 

  18. Contacts > Accounts > all accts showing as "Other"?

    15 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 shared this idea  · 

  19. Accounts Information

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

  20. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Will commented  · 

    Opportunity Type (Editing Types).
    We have multiple channels of service - Advisory, Investment Only, Planning & Consultation. Please enable us to either edit the "Type" category or add a new custom category for "Opportunity Type" so that we can track these opportunities separately. Example: a Planning & Consultation opportunity that we Close at $50k is $50k in revenue, while an Advisory client we close at $50k is more like $500 in revenue... big difference!

    Will supported this idea  · 
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