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Heidi Bringhurst

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  2. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  3. View Outcomes after a step has been completed

    95 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  4. Retired next to previous occupation

    20 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  5. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  6. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Add Clients by Region Mapping/Reporting

    222 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  8. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  9. 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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    Heidi Bringhurst supported this idea  · 

  10. Need a spot to add beneficiary info without creating beneficiary as a contact.

    202 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  11. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  12. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  13. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  14. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  15. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  16. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  17. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  18. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    175 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  19. With automation workflows, allow custom naming convention of automatically generated workflow

    23 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  20. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Heidi Bringhurst supported this idea  · 
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