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Matt

← Customer Feedback for Redtail Technology

My feedback

36 results found

  1. Add ability to search email *content,* not just subject lines

    100 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Matt supported this idea  · 

  2. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. trusted contact

    36 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Matt supported this idea  · 

  5. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Matt supported this idea  · 

  6. 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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    Matt supported this idea  · 

  7. Microsoft Teams - Add connecter

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

  8. 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  · 

  9. 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  · 

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

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

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

    145 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  12. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Matt supported this idea  · 

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

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

  14. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  15. RMD Value & Information section

    1,963 votes
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    95 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.

  16. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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