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Joanne Milasus

← Customer Feedback for Redtail Technology

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8 results found

  1. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Joanne Milasus supported this idea  · 

  2. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

    97 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Joanne Milasus supported this idea  · 

  3. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Joanne Milasus supported this idea  · 

  4. Renewal Calendar Reminder

    60 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Joanne Milasus supported this idea  · 

  5. Reminders for Account Renewals

    16 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Joanne Milasus supported this idea  · 

  6. Filter client reviews and birthdays by user

    152 votes
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    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Joanne Milasus supported this idea  · 

  7. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Joanne Milasus supported this idea  · 
    An error occurred while saving the comment
    Joanne Milasus commented  · 

    Can we add Maiden Name to the request? It's a field in Retail that does not transfer.

  8. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Joanne Milasus supported this idea  · 
    An error occurred while saving the comment
    Joanne Milasus commented  · 

    We must use these fields for our Broker Dealer. Adding these two additonal options would be wonderful since they do not match most of our cleints in the three options currently available!

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