Skip to content

Hannah

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Delete UDF in Bulk

    45 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…)
    5 comments  ·  Redtail CRM » Bulk Actions  ·  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
    Hannah supported this idea  · 

  2. Add an option to run a custom report not only by account type, but have a sub-categories for "Insurance" "IRA's", to be more specific.

    12 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…)
    3 comments  ·  Redtail CRM » Custom Exports  ·  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
    Hannah commented  · 

    To go along with this can there be an option to run an account report that we choose what we want included? My planner does not want to have insurance cash values included in a client account report or his over AUM, since cash values don't truly tie in to assets that are managed

  3. Referral as a Trigger Event

    42 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…)
    3 comments  ·  Redtail CRM » Automations  ·  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
    Hannah supported this idea  · 
    An error occurred while saving the comment
    Hannah commented  · 

    How did this end up in Redtail Email?!? Sorry, this should be posted in the general Redtail CRM suggestion area.

    An error occurred while saving the comment
    Hannah commented  · 

    It would be nice that the system recognizes we've added in a referral for a new client and notifies us that we need to send a thank you to one of our current clients (who gave us the referral) . Having a "send thank you" reminder on the dashboard would be nice.

  4. Have RedTail send a Team Notify email when an activity is deleted from the calendar.

    11 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…)
    0 comments  ·  Redtail CRM » Notifications  ·  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
    Hannah supported this idea  · 

Feedback and Knowledge Base

(thinking…)