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← Customer Feedback for Redtail Technology

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21 results found

  1. Allow Tasks to be moved between workflow Steps

    609 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

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

    355 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  6. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. 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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  8. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Absolutely great idea! It would help a ton.

  9. 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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  10. Zendesk

    41 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  11. 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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  12. Tag Group and and Client Lists - Data Export and Printing Options

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

    221 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  14. 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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  15. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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  16. Update Repeat Options for Recurring Activities

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

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  18. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  19. Ability to send broadcast email as the advisor

    106 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  20. Save an Email Template directly from Broadcast Email drafting window

    32 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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