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Marcia

← Customer Feedback for Redtail Technology

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5 results found

  1. Enhance the capabilities of the "Like" operand for Advanced Searches.

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Marcia shared this idea  · 

  2. Creating an Activity Should Send ONE Notification

    38 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Marcia supported this idea  · 

  3. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
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    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Marcia supported this idea  · 

  4. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Marcia commented  · 

    Cell Phone Numbers are a MUST for mail merge fields! Thanks for your consideration.

  5. Allow customization of "Written Agreement Review" types

    163 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Marcia commented  · 

    Yes, there needs to be a way to do a BULK change for the last ADV Offering and Last Privacy Offering. Investment Advisors need to provide these on an annual basis, so going into several hundred contact records to make the change every year is going to be VERY difficult and time consuming.

    Marcia supported this idea  · 

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