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Jake McClure

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27 results found

  1. Add Clients by Region Mapping/Reporting

    222 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jake McClure supported this idea  · 

  2. 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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    Jake McClure supported this idea  · 

  3. Please add search feature to Beneficiary

    46 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jake McClure supported this idea  · 

  4. Daily Activity Summary Email

    47 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jake McClure supported this idea  · 

  5. Pop up box that asks you if you want to proceed if you don't hit save button on workflow

    38 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jake McClure supported this idea  · 

  6. Universal 2nd Factor (U2F) Badly Needed ASAP

    63 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Jake McClure supported this idea  · 

  7. Task list

    102 votes
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    5 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jake McClure supported this idea  · 

  8. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    106 votes
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    13 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jake McClure supported this idea  · 

  9. Trusted Contact

    175 votes
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    13 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jake McClure supported this idea  · 

  10. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jake McClure supported this idea  · 

  11. Sorting of "Activities"

    182 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Jake McClure supported this idea  · 

  12. Add automation actions

    134 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jake McClure supported this idea  · 

  13. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jake McClure supported this idea  · 

  14. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jake McClure supported this idea  · 

  15. Note Category - Ability to select more than one category for a note

    160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jake McClure supported this idea  · 

  16. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jake McClure supported this idea  · 

  17. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jake McClure supported this idea  · 

  18. Make it possible to have an individual be a member of more than one family group.

    189 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Jake McClure supported this idea  · 

  19. Include Trusts in the Family Portfolio Value

    251 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jake McClure supported this idea  · 

  20. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jake McClure commented  · 

    This is very needed.

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    Jake McClure commented  · 

    We need this!

    Jake McClure supported this idea  · 
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