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Allen Kozel

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Activity Creator should get notification of task completed

    93 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Allen Kozel supported this idea  · 
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    Allen Kozel commented  · 

    I believe in the Leapfrog version there was a way to select who the task is specifically assigned to and then add individuals to notify about the task. Currently, it is very confusing when you have to add individuals as attendees therefore 'assigning' the task to them even though you only want to notify them. I know you have the option of creating a 'team' but that seems overboard to have to go through all of those steps just to notify an additional person.

  2. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Allen Kozel supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Important Information

    15 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. 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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    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  · 
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    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.

  7. 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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    Allen Kozel supported this idea  · 

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