AdminRedtail Training (Training, Redtail Technology)

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  1. add financial info

    1 vote
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    1 comment  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRedtail Training (Training, Redtail Technology) commented  · 

    Thank you for the suggestion! Could you provide more information on what financial information should be included on the Personal Profile form?

  2. contact

    16 votes
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    2 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRedtail Training (Training, Redtail Technology) commented  · 

    Hi, Sargon!

    Absolutely! You do have the ability to do this using our automated excel import sheet. Please contact our support team and we can get that file over to you to fill out and we will update your system complimentary.

  3. Add more details in the account drop down in notes. Please add tax qual type and product.

    20 votes
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    3 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    AdminRedtail Training (Training, Redtail Technology) supported this idea  · 
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    AdminRedtail Training (Training, Redtail Technology) commented  · 

    Show the Account Tax Qualified Type when linking an account to a note or an activity.

    What is really needed is the tax qualified type – so one can easily pick Roth vs IRA etc…

  4. Accessing documents in Activites using mobile app

    7 votes
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    0 comments  ·  Mobile App » Activity  ·  Flag idea as inappropriate…  ·  Admin →
    AdminRedtail Training (Training, Redtail Technology) supported this idea  · 
    AdminRedtail Training (Training, Redtail Technology) shared this idea  · 

  5. FMG - Add Nickname

    4 votes
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    0 comments  ·  Integrations » Marketing  ·  Flag idea as inappropriate…  ·  Admin →
    AdminRedtail Training (Training, Redtail Technology) shared this idea  · 

  6. Add Linked Activity Notes

    31 votes
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    2 comments  ·  Mobile App » Activity  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRedtail Training (Training, Redtail Technology) commented  · 

    Good news! A recent feature update made it so you can create a follow up activity from a note in the desktop version. So, part of this suggestion is now possible!

    -Hayley Mandrup
    Trainer
    Redtail Technology

  7. Client highlights

    8 votes
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    3 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRedtail Training (Training, Redtail Technology) commented  · 

    Great question! We covered a video sharing how information like this can be placed in Important Information section or as a pinned note. Check it out here!
    https://help.redtailtechnology.com/hc/en-us/articles/360002634894-High-Level-Information-20-34-

  8. Turn off email notifications for activities if the only change to the activity is the date (moving it forward--taking it out of past due)

    17 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRedtail Training (Training, Redtail Technology) commented  · 

    Sure! If you click on your name in the top right hand corner to select Preferences you can go to the Notifications box and change yes to no for emails on updated activities.

  9. Activity View - Filter by Type

    8 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    AdminRedtail Training (Training, Redtail Technology) supported this idea  · 

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