Anonymous

← Customer Feedback for Redtail Technology

My feedback

26 results found

  1. Edit/customize account information fields within an account type

    24 votes
    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Enable Custom Columns on Today Screen - We Don't Use Location

    51 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. allow for ALL membership codes to be customized, edited or deleted

    50 votes
    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. It would be nice to customize the home page. I don't need some of the windows.

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

  6. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    81 votes
    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. Add ability to customize more lists on account level

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

  8. include tax bracket

    7 votes
    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. Please make All Account fields available on Custom Export Templates

    76 votes
    5 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Create Ability to Customize ID Types in Indentifications

    18 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  11. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  12. Allow Customization of the Know Your Client Tab

    138 votes
    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

  13. We would like to be able to customize the columns on opportunity reports (add/delete)

    32 votes
    4 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  14. Customized Reports exported to PDF

    61 votes
    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  15. customize contact home page template

    64 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. Contact Details - custom field

    16 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. custom contact type

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

  18. customize today page

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

  19. Customizing Accounts Bar

    15 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  20. customize financial information

    17 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
← Previous 1

Feedback and Knowledge Base

(thinking…)