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Calvin Lo

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Adding Additional Roles

    240 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Calvin Lo supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Calvin Lo supported this idea  · 

  3. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Calvin Lo supported this idea  · 

  4. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Calvin Lo supported this idea  · 

  5. Edit 'Outcomes' in Workflows tool

    160 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Calvin Lo commented  · 

    Yes being able to edit and reorder would be so helpful

    Calvin Lo supported this idea  · 

  6. Link Account to Multiple Contacts

    110 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    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  · 

  7. email notification

    42 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Calvin Lo shared this idea  · 

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