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Anonymous

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. Entering and updating Seminar/Event Attendees

    74 votes
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    2 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  2. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Improve contact search.

    100 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  7. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  8. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    I would love to input the models we use in our branch! I would then like to be able to run reports on our models

  9. Mail Merge - All Fields Available

    66 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  10. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous commented  · 

    If there is a fillable field in Redtail, there should be a mail merge field available.

    Please and Thank you!

    Anonymous supported this idea  · 

  11. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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  12. Include Trusts in the Family Portfolio Value

    248 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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  13. We need the ability to identify emails that are not linked to a contact record.

    142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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  14. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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