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← Customer Feedback for Redtail Technology

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8 results found

  1. Kanban board

    21 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KP supported this idea  · 

  2. Add activities to left menu bar

    115 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    KP supported this idea  · 

  3. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    KP supported this idea  · 

  4. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    KP commented  · 

    It's easy to calculate RMDs for typical clients.

    Can redtail create a section in the contact's page that calculate's their RMD if they're over 70.5? Then, make it adjustable so that if there is an Inherited IRA, etc... we can fix it.

    KP supported this idea  · 

  5. When creating new activity, give users the option to make the "more details page" the default.

    785 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KP supported this idea  · 

  6. Print Full Activity Details, Including Linked Notes

    27 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    KP shared this idea  · 

  7. Option to automatically rollover activity

    1,242 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KP supported this idea  · 

  8. Location on Calendar

    79 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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