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← Customer Feedback for Redtail Technology

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21 results found

  1. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    K D supported this idea  · 

  2. Invoicing

    18 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    K D supported this idea  · 

  3. nickname

    104 votes
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    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    K D supported this idea  · 

  4. Interactive Brokers

    33 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D commented  · 

    This would be wonderful!

    K D supported this idea  · 

  5. Integrate with Fillable PDF's

    30 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D supported this idea  · 

  6. FMG Suite integration

    21 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D supported this idea  · 

  7. Account feed integration with Nationwide

    15 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    K D supported this idea  · 

  8. Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact

    12 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D supported this idea  · 

  9. DST Vision Integration

    110 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  10. COVID-19 - Virtual Scheduling

    44 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D supported this idea  · 

  11. Google Earth integration so you can see your contacts on a pre-made map

    21 votes
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    0 comments  ·  Redtail CRM  ·  Admin →
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    K D supported this idea  · 

  12. US Postal System

    17 votes
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    3 comments  ·  Redtail CRM  ·  Admin →
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    K D supported this idea  · 

  13. Integrate with Intermedia Cloud Communications

    15 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    K D shared this idea  · 

  14. Remove Review Date when Client Status = Terminated

    97 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. Please add the option to a bulk 'Review Frequency' change

    46 votes
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    4 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    K D supported this idea  · 

  16. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  17. 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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    K D commented  · 

    Would it be possible to add a blank field on custom exports that we could add instructions to? For example when the excel document came up cell 1A would have instructions such as which margin settings or column titles to use. It would be helpful when we print a monthly birthday list to know how to format the document so that they all look the same.

    K D supported this idea  · 

  18. 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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  19. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  20. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    K D supported this idea  · 
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