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Scott Crane

← Customer Feedback for Redtail Technology

My feedback

111 results found

  1. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    34 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Crane supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    248 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  4. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    178 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Allow hyperlinks to be transferred from outlook calendar

    17 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Scott Crane supported this idea  · 

  7. zapier

    33 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Scott Crane supported this idea  · 

  8. Add Timestamp Shortcut

    27 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane commented  · 

    We really missed this when we switched, we had our IT people set it up using AutoHotKey. I've included what the code kind of looks like below in case you know someone who can set it up, but it does have one downside, you have to disable the Ctrl+J web browser shortcut that takes you to downloads, or if you use Ctrl+J shortcut in any other program it must be disabled. May not be an issue for you.

    002: Send,SC -%A_Space% (0.08)
    003: FormatTime,CurrentDateTime,,MM/dd/yy - h:mm tt
    004: SendInput,%CurrentDateTime% (0.03)
    005: Return (138.66)

  9. red capture

    4 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. add dependents

    23 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  11. insert tool line

    12 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Crane supported this idea  · 

  12. Calendly Integration

    43 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Scott Crane commented  · 

    I don't use Calendly, but I have read elsewhere that there is a method to get the appointments into Redtail. The steps as I recall where to:
    1. Set up Redtail Retriever Cloud syncing with your Outlook
    2. Have appointments from scheduling app moved into the Outlook calendar created by Redtail Retriever Cloud

    If you can't choose which calendar in Outlook Calendly saves to, you can use an app like Zapier to automatically move it from one outlook calendar to another.

    Obviously, a direct integration would be better, but thought I would share this in the meantime since I use Zapier to move Outlook appointments from my Outlook to my Redtail.

  13. Automation: Address Change Triggered by Archiving Address

    6 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane shared this idea  · 

  14. Allow clients to schedule their own appointments in crm

    28 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Scott Crane supported this idea  · 

  15. Have a banner that notifies us user of know tech issue

    7 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Scott Crane commented  · 

    I was told to go to status.redtailtechnology.com to check if the CRM was not operational. Just an FYI.

  16. The login for the redtail technology area where status requests reside should be the same as the Redtail user login

    7 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  17. Automation Trigger Event: Client Age

    90 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane shared this idea  · 

  18. Automation for clients prior to significant age

    16 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  19. Additional Automation Criteria

    13 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Scott Crane supported this idea  · 

  20. Change Default Opportunities Date Filter

    21 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Scott Crane shared this idea  · 
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