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← Customer Feedback for Redtail Technology
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  1. save point ability

  2. Start and Complete Date for Activities Reports

  3. Dynamic Note/Activity Templates

  4. Last Note Report

  5. ben@rfgweb.com

  6. google forms or Microsoft Forms

  7. Custom Export Options  ·  Received

  8. Altruist integration with account opening and importing daily account values

  9. workflow

  10. LInkedIn will always have the most up to date Job title, that should automatically update in Redtail

  11. Make Activities in "read only" mode if someone else has it open.

  12. Remove Closed Accounts from Reporting Under Account Type  ·  Received

  13. Sync Department Email History  ·  Received

  14. Calendar appointment location field

  15. Household  ·  Received

  16. Triggers  ·  Received

  17. Albridge Feed Missing Company Name and Registration Type  ·  Research

  18. link an existing note to an existing activity  ·  Received

  19. Spouse phone & email in Custom Export

  20. insurance  ·  Received

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