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← Customer Feedback for Redtail Technology

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23 results found

  1. Allow Tasks to be moved between workflow Steps

    603 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    95 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Workflow Flow Chart

    349 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  7. Option to automatically rollover activity

    1,249 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  9. I need additional Mail Merge Fields

    545 votes
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    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous commented  · 

    Absolutely great idea! It would help a ton.

  10. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

    70 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  11. Zendesk

    41 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  12. need all fields available to select from for custom reporting

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  13. Tag Group and and Client Lists - Data Export and Printing Options

    97 votes
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    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  14. Make ALL Fields Searchable in the Advanced Search

    218 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  15. Customize Personal Profile Form

    471 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  16. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
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    23 comments  ·  Redtail Imaging » Other  ·  Admin →
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  17. Activity Completed Trigger

    276 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  18. Update Repeat Options for Recurring Activities

    62 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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  19. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  20. Age Based Triggers

    873 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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