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Barbara

← Customer Feedback for Redtail Technology

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37 results found

  1. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    19 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Barbara supported this idea  · 

  2. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    45 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Barbara supported this idea  · 

  3. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report

    13 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Barbara supported this idea  · 

  5. Beneficiary Report

    107 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  6. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  7. sorting in reports should display that way in PDFs

    25 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  8. Print Full Activity Details, Including Linked Notes

    24 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  9. Please add more robust tax report capabilities

    22 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Barbara supported this idea  · 

  10. UDF Report result count

    7 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. Narrowing Down UDF Reports

    15 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  12. Clients by zip codes charts

    11 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  13. View all contacts in a generated report instead of only 50 at a time with multiple pages

    11 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  14. Top 20 Clients should be top 20%

    4 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  15. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Barbara supported this idea  · 

  16. RMD Value & Information section

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

  17. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Barbara supported this idea  · 
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