Marcia

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Creating an Activity Should Send ONE Notification

    53 votes
    5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Marcia supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Marcia commented  · 

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

  3. Allow customization of "Written Agreement Review" types

    169 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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  · 

Feedback and Knowledge Base

(thinking…)