Skip to content

Allen Kozel

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Automation templates & recurring workflows

    547 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

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

    942 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Allen Kozel commented  · 

    Not sure why Risk Tolerance and Investment objective were left off as possible fields for a custom export template. I would think those are two of the biggest peices of information needed on a KYC type of report.

    Allen Kozel supported this idea  · 
    An error occurred while saving the comment
    Allen Kozel commented  · 

    Add Account Level UDFs to the custom export template. You have the ability from the contact level to included UDFs in a custom export not sure why you don't have the ability on the account level UDFs.

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

    1,855 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Allen Kozel supported this idea  · 

Feedback and Knowledge Base

(thinking…)