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Anonymous

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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  2. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. 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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  6. Establishment Date (Trust/Business/Associations ect)

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  7. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    66 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. Update clients contact photo based off of their linked social media website

    85 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Customize Email viewing permissions

    488 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    I agree. This is over a year old - and I'm not sure it has been resolved. Teams are more prevalent and this issue is important from a privacy and HR standpoint.

    Anonymous supported this idea  · 

  10. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    27 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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