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Matt

← Customer Feedback for Redtail Technology

My feedback

31 results found

  1. Enable user defined fields to have a customizable order

    134 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Matt supported this idea  · 

  2. Microsoft Teams - Add connecter

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

  3. Searching Departments in Business Records

    189 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. Create an Activity from the Opportunity Tracker

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

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

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  6. Add fields to comply with the "know your client" FINRA requirements

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

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

    1,858 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Matt supported this idea  · 

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

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

  9. Add Revenue to the Opportunities dashboard and reports

    385 votes
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    43 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Matt supported this idea  · 

  10. RMD Value & Information section

    1,990 votes
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    98 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.

  11. Option to automatically rollover activity

    1,264 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt supported this idea  · 
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