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← Customer Feedback for Redtail Technology

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36 results found

  1. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    86 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Contact name should show first for activities

    96 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  6. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  7. Contact Detail Report

    9 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  8. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  9. "Important Information" Block

    141 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  10. Permission Folders

    466 votes
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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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  11. Dynamic Workflow Due Dates

    364 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  12. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. Job Title listed under Linked Contact Is in Membership

    51 votes
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    11 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  14. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  15. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Absolutely great idea! It would help a ton.

  16. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

    61 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  17. Zendesk

    38 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  18. Update Laserapp Integration: Port maiden name and other applicable fields

    7 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  19. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  20. Tag Group and and Client Lists - Data Export and Printing Options

    87 votes
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    12 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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