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Ryan

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27 results found

  1. Delete UDF in Bulk

    45 votes
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    5 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Ryan commented  · 

    We would love to use the Account UDFs for RMD Taken (Yes / No), RMD Amount (value) but there doesn't appear to be an easy way to reset these in bulk back to NO and ZERO at the start of a new year. Please implement a way to bulk edit account UDFs.

    Ryan supported this idea  · 

  2. Provide an option to grant client access to a folder or subfolder..

    76 votes
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    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Ryan supported this idea  · 

  3. 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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    Ryan supported this idea  · 

  4. Sorting of "Activities"

    182 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Ryan commented  · 

    I also have this issue... the columns should not need to be resorted after every refresh.

    Ryan supported this idea  · 

  5. RMD Value & Information section

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

  6. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Ryan supported this idea  · 

  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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