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← Customer Feedback for Redtail Technology

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39 results found

  1. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  2. Servicing Advisor = Advisor Role

    68 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Husband & Wife as One

    30 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Add roles to the main page for a contact

    177 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Add a 'Contact Category Change' Trigger Event for Automations

    194 votes
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    19 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. Clients without a meeting scheduled

    16 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. employment history

    18 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. Broadcast Email Template Automation

    24 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  9. Eliminate automatic business contact and automatic owner contact

    35 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  10. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    66 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  11. Ability to link 2 contacts at once to an activity, task, etc...

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  12. Ability to move all pending and completed activities from one contact to another. I

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. Location on Calendar

    76 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  14. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  16. 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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    Anonymous supported this idea  · 

  17. Contact name should show first for activities

    96 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  18. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  19. Permission Folders

    469 votes
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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Anonymous supported this idea  · 
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