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Jessica Houska

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jessica Houska supported this idea  · 

  2. For a business contact, please add a field where you can identify what type of corporate entity it is e.g. S Corp., C Corp., 501c3

    14 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jessica Houska supported this idea  · 

  3. Add state of residence of contact without an address

    21 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jessica Houska supported this idea  · 

  4. Date of Trust/Amendment Date to Trust Contacts

    33 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jessica Houska commented  · 

    Has there been any progress on adding this feature to RedTail Contacts for Trusts and Businesses? This is extremely important to the way our company operates with our clients. If it cannot get added sometime soon, then I do not know that we will be able to start utilizing the system more in a way that it will work for our company. Thank you!

    Jessica Houska supported this idea  · 

  5. Establishment Date (Trust/Business/Associations ect)

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jessica Houska commented  · 

    Has there been any progress on adding this feature to RedTail Contacts for Businesses and Trusts? I see the last response from RedTail on here is from March 2020. This is extremely important to the way our company operates with our clients. If it cannot get added sometime soon, then I do not know that we will be able to start utilizing the system more in a way that it will work for our company. Thank you!

    Jessica Houska supported this idea  · 

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