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  1. 44 votes
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    Anonymous supported this idea  · 
  2. 262 votes
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  3. 149 votes
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  4. 650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    The Junxure email integration is great. Especially the ability to add any email (say from an accountant or attorney) into any contact's record, not just the one with the email address saved to it. Revamping the way emails work in Redtail would be a big plus.

  5. 225 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    This doesn't help when you don't know where the zip codes are in relation to each other. Or where they're located in the state. We have clients who live in surrounding states. I can run a report for a state and the zip code, but without a map, I have no idea if they're 10 miles apart or 5 hours apart.

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    Anonymous commented  · 

    This would also be helpful for planning out of town meetings. We could easily get a list of clients within a certain radius and contact that group to schedule.

  6. 62 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Also first business day of the month.

  7. 542 votes
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    Anonymous commented  · 

    I agree with the mail merge. It'd be nice to not have to resave a document from the original .docx version into an older version of word so that it works with Tailwag. There are so many extra steps we have to take in Tailwag... please upgrade this.

    Anonymous supported this idea  · 
  8. 428 votes
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    Anonymous supported this idea  · 
  9. 468 votes
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    Anonymous commented  · 

    Also, please add memberships. Since adult children don't fit the tax definition of a household, they are not included on client's household page and are entered as memberships. But when we print the Personal Profile form, there is a section at the bottom labeled "Children"... and it's blank. It looks like we don't have the information, when really Tailwag just forces us to put it in a different place than the form pulls from.

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    Anonymous commented  · 

    Being able to customize the Personal Profile form would be great!

    Anonymous supported this idea  · 
  10. 332 votes
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  11. 533 votes
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  12. 297 votes
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  13. 184 votes
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  14. 166 votes
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  15. 460 votes
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  16. 205 votes
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  17. 495 votes
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  18. 182 votes
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  19. 861 votes
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  20. 922 votes
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    Anonymous commented  · 

    Better custom reporting would be great. Right now, it's very limited and challenging to perform what should be a quick easy task.

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    Anonymous commented  · 

    As a follow up, I appreciate the following fix, but my eyes can't distinguish between the red and black icon. If the shared address/phone icons could also be bolded, it might help.

    v1.4.56 1/21/2016 * Added: fix for denoting symbol linking shared addresses on contact view, changes linked address map symbol to red. In other (clearer) words, for shared addresses their map icon is now red on the Contact Card, where on the original record where the address was actually entered, the map icon on the Contact Card is black.

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    Anonymous commented  · 

    Linked addresses need to show up on custom export reports. And please bring back a visual cue or some kind of easy way to identity linked addresses. Right now, we have no way to tell addresses are linked until we change one. No notice that any other record will be changed.

    We also need to be able to export these linked addresses! Spouses address fields shouldn't show up blank on our reports. Having a workaround be to delete the linked address - which we can't identity without running multiple reports - and reenter it is not efficient, nor is it particularly helpful.

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