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← Customer Feedback for Redtail Technology
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  1. Navigation on Reports

  2. Edit Contact Type

  3. Provide an option to REMOVE THE AUM from dashboard

  4. Be able to remove account types we don't use

  5. feed updating

  6. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

  7. Create a Time Log Box with Start and Stop on Contact Page

  8. Combining Workflows

  9. emotional status of interactions  ·  Received

  10. dont delete activity when multiple users are in same activity  ·  Received

  11. Add CompletedByUserId to Activity Index and Activity Show API Endpoints

  12. Automations: Make the Know your Client Review Date a Trigger Event  ·  Reviewed

  13. User Rights - Edit Contact Records  ·  Reviewed

  14. opportunity filter  ·  Received

  15. bulk action  ·  Received

  16. trusted contact

  17. Upload spreadsheet of contact info and create contacts

  18. Account Feeds, Integrations, & Reporting

  19. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations  ·  Reviewed

  20. Duplicate Contact Name Report - Process Time

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