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Traci

← Customer Feedback for Redtail Technology

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44 results found

  1. Would it be possible to add a per stirpes check box in the beneficiary section?

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Traci supported this idea  · 

  2. 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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    Traci supported this idea  · 

  3. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  4. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Traci supported this idea  · 

  5. 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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    Traci supported this idea  · 

  6. RMD Value & Information section

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

  7. add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)

    15 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  8. Bulk Action - CUSIP Search

    6 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Traci supported this idea  · 

  9. Allow automation to be triggered by note type or note category.

    5 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  10. Add "Account Closed" to list of trigger events under automations.

    10 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  11. Show Workflows and Activities in the Client's Note Section

    31 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  12. Setting preferences for each activity type length

    23 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Traci supported this idea  · 

  13. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    181 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Traci supported this idea  · 

  14. eMoney Client Tasking

    18 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Traci supported this idea  · 

  15. Calendly Integration

    38 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci commented  · 

    How has this not been implemented?? This is one of the biggest pain points of our operations and has been for far to long

  16. Calendly Integration

    43 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  17. Calendly Integration

    71 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  18. Calendly Integration

    198 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  19. Add activities to left menu bar

    114 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  20. Linking Activities, Workflows, Notes, Documents, & Opportunities

    336 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 
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