Calvin Lo

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Calvin Lo supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Calvin Lo supported this idea  · 

  3. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Calvin Lo supported this idea  · 

  4. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Calvin Lo supported this idea  · 

  5. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Calvin Lo supported this idea  · 

  6. Edit 'Outcomes' in Workflows tool

    157 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Calvin Lo commented  · 

    Yes being able to edit and reorder would be so helpful

    Calvin Lo supported this idea  · 

  7. Link Account to Multiple Contacts

    104 votes
    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Calvin Lo supported this idea  · 

  8. email notification

    39 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Calvin Lo shared this idea  · 

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