Ty Reid

← Customer Feedback for Redtail Technology

My feedback

16 results found

  1. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    33 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  2. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  3. Make ALL Fields Searchable in the Advanced Search

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  4. Bulk Action in Reports

    15 votes
    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  5. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    45 votes
    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  6. Removal of Tag Groups(Bulk Options)

    58 votes
    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Ty Reid commented  · 

    Excellent idea! --being able to 'delete' in bulk actions (for anything!) is such a great idea!!! #TeamRedTail - SuperStarz

    Ty Reid supported this idea  · 

  7. Being able to import contacts ourselves

    16 votes
    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  8. List Management: Bulk Delete

    19 votes
    3 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  9. Email Blasts - Birthdays

    25 votes
    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  10. export from advanced search

    15 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  11. client reviews filtered by Advisor on Calendar

    12 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Ty Reid shared this idea  · 

  12. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  13. add a household portfolio balance option

    20 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  14. Add workflows to Mobile App

    20 votes
    2 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  15. customize today page

    62 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Ty Reid supported this idea  · 

  16. workflows sorting by current task 'user'

    4 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Ty Reid shared this idea  · 

Feedback and Knowledge Base

(thinking…)