Skip to content

Elizabeth

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Cloud Retriever - auto link contact from appointment generated in an outside calendar

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Elizabeth supported this idea  · 

  2. Quickbooks

    41 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    9 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Elizabeth commented  · 

    Interesting...for our AUM clients, we bill usually from Veo with TD as our custodian. But for our "flat fee" clients for strict financial planning or other fee-only (non-AUM) clients, we do end up manually entering in those clients as customers into Quickbooks, assigning billing rules, and send out invoices from Quickbooks. It would be helpful to import customer contact details and billing rules from Redtail into Quickbooks.

Feedback and Knowledge Base

(thinking…)