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Brenda Gebhardt

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Note Category - Ability to select more than one category for a note

    160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  2. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  3. Calandar: Monthly View "At a Glance"

    99 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  4. Billable Time Tracking

    377 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  5. Husband & Wife as One

    29 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  6. 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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  7. 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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  8. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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  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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    Brenda Gebhardt supported this idea  · 

  10. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brenda Gebhardt commented  · 

    Yes and make it easier to change the UDF from a no to yes or visa versa.

  11. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  12. Albridge Feed Missing Company Name and Registration Type

    169 votes
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    16 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

  13. Month view on the calendar, would be great if the month view defaulted using the current week.

    20 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Brenda Gebhardt supported this idea  · 

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