Anonymous

← Customer Feedback for Redtail Technology

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5 results found

  1. **Please don't classify activities as past due until after the end date**

    106 votes
    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    When the current date is past the start date, but not the end date, activities should not be considered "past due." It is due on the end date, that is why there is an end date. It makes no sense why that activity is considered past due because it isn't supposed to be ended yet.

  2. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  3. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  4. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  5. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
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