Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Add an option for name pronunciation

    130 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    There are many times we need to add a pronunciation of a name. On the receiving end of that... It's always nice when my name is pronounced correctly and a nice touch especially for the specialized services of Financial Advisors. Financial advisors and their staff should know how to properly pronounce their clients' name!
    I agree with having this information in the client's "Basic Info" section.

  2. Allow Tasks to be moved between workflow Steps

    593 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    This is a big deal!! Being able to move tasks from one step to another step would make workflows less cumbersome and more user friendly by saving a lot of time. There are too many occasions when we need to close out a step to move on to other tasks but 1 task in that step is hindering it.

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

    756 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)