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← Customer Feedback for Redtail Technology
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  1. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

  2. Custom Export Fields "Record Added" Date and "Record Added By" person fields  ·  Received

  3. Increased RedTail Imaging Storage Display

  4. Autoresponder

  5. Autoresponder

  6. Please add the ability to turn on "out of office" text to clients.  ·  Completed

  7. Add Activity "Status" Field

  8. Beneficiary report

  9. save point ability

  10. Start and Complete Date for Activities Reports

  11. Dynamic Note/Activity Templates

  12. google forms or Microsoft Forms

  13. address

  14. Last Note Report

  15. est liquid net worth reporting

  16. ben@rfgweb.com

  17. death

  18. workflow

  19. Custom Export Options  ·  Received

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

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