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David M. Wheat

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    David M. Wheat supported this idea  · 

  2. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    David M. Wheat supported this idea  · 

  3. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    86 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    David M. Wheat supported this idea  · 

  4. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    David M. Wheat supported this idea  · 

  5. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    David M. Wheat supported this idea  · 

  6. Appointment Confirmation Button on Activity Screen

    46 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    David M. Wheat shared this idea  · 

  7. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    David M. Wheat supported this idea  · 

  8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    David M. Wheat supported this idea  · 

  9. Add Client Review Dates in Bulk

    40 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    David M. Wheat supported this idea  · 

  10. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    David M. Wheat supported this idea  · 

  11. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    David M. Wheat supported this idea  · 

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