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← Customer Feedback for Redtail Technology

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13 results found

  1. Integrate With TRELLO

    61 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  2. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. Create a Client Review at the Household Level

    114 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  4. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  5. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    Any field should be exportable, but the account - related fields are critical to building templates for investment policy statements etc.

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    We need the ability to export all the data fields available to create things like investment policy statements. For example, we would need to be able to export all the account-related fields so that we can then populate an investment policy statement template. The fields would include the registration, owners, model, etc. along with the risk tolerance fields for the client's record.

  6. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. Link email to notes/activities

    653 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  9. I need additional Mail Merge Fields

    545 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  10. Add a 'Contact Category Change' Trigger Event for Automations

    197 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  11. Expand Automation Options

    151 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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  12. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  13. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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