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Matt

← Customer Feedback for Redtail Technology

My feedback

76 results found

  1. Support hyperlinks to web addresses in User Defined fields

    41 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Matt supported this idea  · 

  2. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Sharepoint Integration

    31 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Matt supported this idea  · 

  4. Microsoft Teams - Add connecter

    72 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Matt supported this idea  · 

  5. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Matt supported this idea  · 

  6. Assigning multiple advisers or Team to an Opportunity

    79 votes
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    6 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Matt supported this idea  · 

  7. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Matt supported this idea  · 

  8. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Matt supported this idea  · 

  9. Add fields to comply with the "know your client" FINRA requirements

    142 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Matt supported this idea  · 

  10. 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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    Matt supported this idea  · 

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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Matt supported this idea  · 

  12. Add Revenue to the Opportunities dashboard and reports

    379 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  13. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Matt commented  · 

    Absolutely!
    I'd like to have an opportunity to track my pipeline of various Product/Services lines: Financial Plans, Investment AUM, Insurance, Estate Planning, etc.
    Each Product/Service line has a different Stages within the sales cycle.

    Please add ability create our own Opportunity Types just like we can create our own stages.

    Matt supported this idea  · 

  14. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Matt supported this idea  · 
    An error occurred while saving the comment
    Matt commented  · 

    The report should search for clients that WILL BE 70.5 in the calendar year--not just those who currently are. Otherwise it would be dependent on when the report was pulled. Ie, client turns 70.5 late in December. You might not catch in time to do anything about it.

    This way on January 1 there would be an accurate list of those we need to be monitoring.

  15. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt supported this idea  · 

  16. We need the ability to identify emails that are not linked to a contact record.

    142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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    Matt supported this idea  · 
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