Skip to content

Search

← Customer Feedback for Redtail Technology
(thinking…)
Reset

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

  2. Show Attendee Status for Seminar in Contact  ·  Received

  3. Add an authentication app option for two-factor authentication

  4. Advanced Search by Memberships

  5. custom exports  ·  Received

  6. RMD Information/Log

  7. CRS

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

  9. Add Speak reports in the 'Reports' section of the CRM

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

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

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

  13. My Rep Chat takes up too much room.

  14. recruiting

  15. Next Workflow Task Due Dates Updated to Current Date Once Previous Step Completes

  16. Time Stamps on UDFs

  17. Client Profile Sheet/ PDF Report

  18. Entering and updating Seminar/Event Attendees  ·  Received

  19. Add access times for assistants

  20. Account Section: Add another column (MISC) between Account & Type

1 2 4 6

Feedback and Knowledge Base

(thinking…)