Scott Crane

← Customer Feedback for Redtail Technology

My feedback

56 results found

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

    41 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  3. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  4. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  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

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  6. Add Timestamp Shortcut

    30 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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)

  7. add dependents

    26 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

  8. Calendly Integration

    43 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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.

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

    7 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    An error occurred while saving the comment
    Scott Crane commented  · 

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

  10. Automation Trigger Event: Client Age

    96 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane shared this idea  · 

  11. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

    19 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  12. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  13. Activity Template Automation

    79 votes
    4 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  14. More automation triggers

    33 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  15. Add "Create Activity from Template" to automation actions

    25 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  16. Sync Department Email History

    15 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  17. Automation - Trigger Event - Contact Category Change

    41 votes
    4 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  18. workflow automation

    83 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  19. From Workflow to Workflow

    90 votes
    2 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 

  20. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Scott Crane supported this idea  · 
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