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Heather Rutsch

← Customer Feedback for Redtail Technology

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11 results found

  1. memberships

    31 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Heather Rutsch supported this idea  · 

  2. Please give us a way to modify the order of options on the left menu bar.

    22 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heather Rutsch supported this idea  · 

  3. add a designated beneficiary area for beneficiary information.

    117 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heather Rutsch supported this idea  · 

  4. Make the sub-Contact lists "movable"...especially Memberships

    22 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heather Rutsch supported this idea  · 

  5. memberships

    130 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Heather Rutsch supported this idea  · 

  6. Include Trusts in the Family Portfolio Value

    256 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Heather Rutsch commented  · 

    Please reconsider bumping this suggestion WAAAAAY up the priority list, it is important on many levels for accurate AUM reporting and for client/relationship purposes!!! Thanks!

    Heather Rutsch supported this idea  · 

  7. Option to automatically rollover activity

    1,255 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heather Rutsch supported this idea  · 

  8. Add client name to subject line in email notification

    19 votes
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    2 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Heather Rutsch commented  · 

    Similarly, adding the clients name (or even just their last name) to the email subject line would be EXTREMELY helpful when trying to sort/prioritize multiple notifications. Thanks!

    Heather Rutsch supported this idea  · 

  9. To Do List

    91 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Heather Rutsch supported this idea  · 

  10. allow today view to to show our preference of today's activities

    19 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Heather Rutsch supported this idea  · 

  11. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Heather Rutsch supported this idea  · 

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