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← Customer Feedback for Redtail Technology
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  1. Archive Contact option

  2. Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities

  3. INDEXING ENHANCEMENTS - 2 improvements on current feature  ·  Not Planned

  4. encrypted email  ·  Research

  5. Workflow Summary Notes  ·  Reviewed

  6. Contact Record

  7. Ramsey ProPortal Integration for SmartVestor Pros

  8. Ramsey Pro Portal Integration for SmartVestor Pros

  9. Personal Profile Form

  10. Feature to move and sort tasks on today page

  11. Ramsey Pro Portal Integration for SmartVestor Pros

  12. date of notes

  13. Hide Default Categories (AGAIN)

  14. Improved Functionality for Linked Account Detail Labels

  15. Annual Review Report  ·  Research

  16. Expand Automation Options  ·  Reviewed

  17. Enhancing Consistent SSO Integration Across Multiple Redtail Databases

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Feedback and Knowledge Base

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