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← Customer Feedback for Redtail Technology

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11 results found

  1. Integrate With TRELLO

    61 votes
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    5 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

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  4. Billable Time Tracking

    385 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

    942 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

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  9. Add a 'Contact Category Change' Trigger Event for Automations

    205 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. Expand Automation Options

    155 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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  11. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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