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← Customer Feedback for Redtail Technology

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333 results found

  1. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  2. Timeline

    101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Assign Activity to Team

    155 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  4. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    I like this idea, but maybe give us a pop up option to link the addresses as some employers have multiple locations.

  5. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  6. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. Contact Details - Add Retired/Retiring As Of Option

    37 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  8. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  11. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    51 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  12. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  13. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  14. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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  15. Email notification

    10 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  16. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  17. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  18. Memberships - Titles, Phone #s and email

    19 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  19. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  20. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous shared this idea  · 
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