Anonymous
My feedback
38 results found
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44 votes
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Anonymous
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272 votes
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Anonymous
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155 votes
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Anonymous
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225 votes
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Anonymous
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An error occurred while saving the comment 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.
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62 votes
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Anonymous
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An error occurred while saving the comment Anonymous
commented
Also first business day of the month.
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548 votes
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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
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335 votes
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Anonymous
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547 votes
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Anonymous
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303 votes
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Anonymous
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190 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Anonymous
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166 votes
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Anonymous
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214 votes
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Anonymous
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503 votes
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Anonymous
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189 votes
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Anonymous
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886 votes
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Anonymous
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942 votes
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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
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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.
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1,855 votes
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Anonymous
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22 votes
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Anonymous
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199 votes
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Anonymous
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1,985 votes
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An error occurred while saving the comment Anonymous
commented
RMD tracking in Tailwag would be extremely helpful. Right now, we have to store all of our tracking information in the Imp Info or on a separate spreadsheet. Clients can have 3 or 4 RMDs to track and it would be a lot easier if we could do it in the CRM.
Plus, we could finally include all RMDs on reporting - like beneficiary IRAs where the client is under 70.5. The current RMD report won't include these type of RMD scenarios.
Anonymous
supported this idea
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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.