KP

← Customer Feedback for Redtail Technology

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8 results found

  1. Kanban board

    21 votes
    4 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    KP supported this idea  · 

  2. Add activities to left menu bar

    115 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    KP supported this idea  · 

  3. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    KP supported this idea  · 

  4. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    KP supported this idea  · 

  6. Print Full Activity Details, Including Linked Notes

    27 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    KP shared this idea  · 

  7. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    KP supported this idea  · 

  8. Location on Calendar

    84 votes
    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

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