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← Customer Feedback for Redtail Technology
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  1. workflow task due date

  2. Use tag groups in Speak  ·  Received

  3. Albridge Integration

  4. Updating opened or assigned workflows to sync to template updates

  5. custom exports  ·  Received

  6. RMD Information/Log

  7. Show Attendee Status for Seminar in Contact  ·  Received

  8. Activity - "Waiting for" field

  9. assign a task to the workflow owner  ·  Received

  10. CRS

  11. Create account report, that pulls family and non primary accounts.

  12. Please bring back old calendar or give us legacy version.

  13. Imaging Search - Print and/or Export  ·  Not Planned

  14. recruiting

  15. Make ALL Fields Searchable in the Advanced Search  ·  Received

  16. Time Stamps on UDFs

  17. My Rep Chat takes up too much room.

  18. Client Profile Sheet/ PDF Report

  19. Navigation on Reports

  20. Add access times for assistants

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