Anonymous
My feedback
42 results found
-
44 votes
Redtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
-
262 votes
The 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!
Anonymous
supported this idea
·
-
149 votes
The 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!
Anonymous
supported this idea
·
-
650 votes
Redtail’s Product Owner has read the 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!
An error occurred while saving the comment -
225 votes
The 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!
Anonymous
supported this idea
·
An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
-
62 votes
Redtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
An error occurred while saving the comment Anonymous
commented
Also first business day of the month.
-
542 votes
The 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!
An error occurred while saving the comment 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
·
-
428 votes
The 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!
Anonymous
supported this idea
·
-
468 votes
The 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!
An error occurred while saving the comment 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.
An error occurred while saving the comment Anonymous
commented
Being able to customize the Personal Profile form would be great!
Anonymous
supported this idea
·
-
332 votes
The 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!
Anonymous
supported this idea
·
-
533 votes
The 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!
Anonymous
supported this idea
·
-
297 votes
The 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!
Anonymous
supported this idea
·
-
184 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
·
-
166 votes
Redtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
-
463 votes
Redtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
-
205 votes
Redtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
-
495 votes
Redtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
-
182 votes
The 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!
Anonymous
supported this idea
·
-
861 votes
The 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!
Anonymous
supported this idea
·
-
925 votes
The 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!
An error occurred while saving the comment 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.
Anonymous
supported this idea
·
An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
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.