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  1. 74 votes
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    Anonymous supported this idea  · 
  2. 58 votes
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    Anonymous supported this idea  · 
  3. 40 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Need to be able to create notes from Zapier as well. That's the best use for it - do an activity related to a client in another application, and have a note created in Redtail to document it.

  4. 78 votes
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  5. 111 votes
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    Anonymous supported this idea  · 
  6. 142 votes
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    An error occurred while saving the comment
    Anonymous commented  · 

    Zapier is a great tool, but useless for Redtail users in it's current form. The ability to upload / export more fields, filter those fields, and take other actions such as create notes when something is done in an outside application are required to make it meaningful.

    Anonymous supported this idea  · 
  7. 377 votes
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    Anonymous supported this idea  · 
  8. 910 votes
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    An error occurred while saving the comment
    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.

  9. 497 votes
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  10. 437 votes
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  11. 634 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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  12. 28 votes
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  13. 542 votes
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  14. 194 votes
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  15. 148 votes
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  16. 96 votes
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  17. 193 votes
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  18. 462 votes
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