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← Customer Feedback for Redtail Technology

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6 results found

  1. 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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    Anonymous supported this idea  · 

  2. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous commented  · 

    Family members who are not in the home are supposed to be linked to contacts in the membership section.

    Their are two main problems with this:

    1. Memberships do not export to Laser App. Since older children not living in the home are often listed as beneficiaries, I need a way to export their information to Laser App.

    2. They are not easily visible, I would like memberships to be listed on the main contact page.

    Anonymous supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. RMD Value & Information section

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

  5. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  6. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

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