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← Customer Feedback for Redtail Technology

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13 results found

  1. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Please consider adding the "Nick Name" in reports, especially Birthday Reminder and Seminar Reports

    8 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous shared this idea  · 

  3. 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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    Anonymous commented  · 

    Confidential Personal Profile should include every detail from the contacts "Contact Card" and "Contact Details", including "Date of Death" and "Termination Date".

    Anonymous shared this idea  · 

  4. Change First Review to Last Review under Client Review

    434 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Have Household Keywords

    31 votes
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    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
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  6. 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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  7. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. 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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  9. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  10. 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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    Anonymous shared this idea  · 

  11. Permission Folders

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

  12. Add fields to comply with the "know your client" FINRA requirements

    142 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  13. 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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    Anonymous supported this idea  · 

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