Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

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

    1,345 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    68 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    It would be really helpful to have the ability to see Family Activities in one screen just like you are able to view Family Accounts. Shouldn't have to click between spouses to see activities.

  2. Add Rate Class field for ALL life insurance types

    51 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous shared this idea  · 

Feedback and Knowledge Base

(thinking…)