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Betty

← Customer Feedback for Redtail Technology

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10 results found

  1. - Quicklists to sort by Seminar Attendee Status

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Betty shared this idea  · 

  2. seminar

    1 vote
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  3. Enable Custom Columns on Today Screen - We Don't Use Location

    35 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Betty supported this idea  · 
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    Betty commented  · 

    One column we would find helpful to include would be client status as that would help our staff prioritze work by our internally defined client status say if that's A, B, C staff would know to prioritize tasks for A clients over C clients

  4. Fluid Role Reassignment in workflows...

    21 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Betty supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,327 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Betty supported this idea  · 

  6. create a way for a beneficiary who becomes a client to still be attached as a beneficiary

    52 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Betty supported this idea  · 

  7. Distinguishing minor children from adult children

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Betty commented  · 

    This will greatly improve our efficiency when we move the information to laser app especially with more of us using esignature capabilities for client signatures on forms. So if we have a client opening say 4 IRAs we don't have time type beneficiary info say 4 different time we can just pull them into the laser app from with name, ss# and date of birth. It would also be helpful to have the ability to add siblings in the family section too because of single people who don't have children oftne name their siblings.

    Betty supported this idea  · 

  8. Please make All Account fields available on Custom Export Templates

    70 votes
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    4 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Betty supported this idea  · 
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    Betty commented  · 

    Including Tag Groups

  9. Tag Group and and Client Lists - Data Export and Printing Options

    87 votes
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    12 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Betty supported this idea  · 

  10. Add the option to have alerts / push notifications sent directly to the device

    411 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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