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← Customer Feedback for Redtail Technology

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6 results found

  1. Create report of accounts for specified issue date range

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous shared this idea  · 

  2. Activity Description Color Coding

    78 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  3. RMD Value & Information section

    1,955 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  4. Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.

    26 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

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

    919 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Please add coverage amount (death benefit) to the custom export report.

  6. Non-Qualified

    53 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous supported this idea  · 

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