Skip to content

Marcia

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Creating an Activity Should Send ONE Notification

    50 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…)
    3 comments  ·  Redtail CRM » Activities  ·  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
    Marcia supported this idea  · 

  2. I need additional Mail Merge Fields

    542 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…)
    80 comments  ·  Redtail CRM » Bulk Actions  ·  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
    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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    19 comments  ·  Redtail CRM » Contact Record  ·  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
    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…)