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Caitlin Miller

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Add a "Call History" log similar to "Email History"

    79 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Caitlin Miller shared this idea  · 

  2. 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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  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Caitlin Miller commented  · 

    The report is handy to see which clients qualify, but there is still no way to track RMD dates and amounts. Please add a feature that allows tracking of RMDs, especially reoccurring distributions.

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    Caitlin Miller commented  · 

    Please provide the option to track RMDs in the contact profiles, perhaps in the Know Your Client section. Many of our clients have recurring distributions set up, but even for those who don't, it would be extremely helpful to have this information recorded and tracked in Redtail. So for instance, when viewing a client in Redtail, I could view whether or not the client has RMDs, when the last distribution occurred and the amount, and see on one page any and all past and future RMDs have and will take place.

    Being able to report on all RMDs taken during a time period (not specific to one client) would be useful if RMD tracking was available.

    Caitlin Miller supported this idea  · 

  4. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Caitlin Miller supported this idea  · 

  5. 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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    Caitlin Miller supported this idea  · 

  6. Activity Completed Trigger

    268 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Caitlin Miller supported this idea  · 

  7. Add automation actions

    134 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Caitlin Miller supported this idea  · 

  8. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Caitlin Miller supported this idea  · 

  9. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Caitlin Miller supported this idea  · 

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