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Anonymous

← Customer Feedback for Redtail Technology

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9 results found

  1. Add Citizenship field to Contact Details on 1st Page of Contact

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous shared this idea  · 

  2. Add Citizenship field to Contact Details on 1st Page of Contact

    5 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. 401k Clients & Prospects

    31 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  5. beneficiary information

    33 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  6. Relocation of Important Information Icon

    5 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  7. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    Please, please, please change the "Comments (1)" color to red when a comment has been made as this is constantly overlooked as the font remains blue and blends with the other text on the page. Once a comment has been added, it should be made extremely visually clear to all who access the client contact notes. The work around has been to add another note vs. use the comment option....this causes mass inefficiencies with the use of the tool.

    Anonymous supported this idea  · 

  8. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    20 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  9. Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household

    82 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

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