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Kerry

← Customer Feedback for Redtail Technology

My feedback

31 results found

  1. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kerry supported this idea  · 

  2. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Kerry supported this idea  · 

  3. Please add security levels definable by user, such as only an admin user can alter index listsor

    110 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Kerry supported this idea  · 

  4. 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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    Kerry supported this idea  · 

  5. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kerry supported this idea  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kerry supported this idea  · 

  7. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    95 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kerry supported this idea  · 

  8. Add a 'Contact Category Change' Trigger Event for Automations

    197 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kerry commented  · 

    This would be super helpful!

    Kerry supported this idea  · 

  9. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kerry supported this idea  · 

  10. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kerry supported this idea  · 

  11. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kerry supported this idea  · 

  12. Keep formatting on notes in Timeline

    26 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Kerry supported this idea  · 

  13. UDFs should be able to be used in the advanced search feature.

    421 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kerry supported this idea  · 

  14. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kerry supported this idea  · 

  15. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kerry supported this idea  · 

  16. Add an "enable reminder" feature for ALL dates

    59 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Kerry supported this idea  · 

  17. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kerry supported this idea  · 

  18. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Kerry supported this idea  · 

  19. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kerry supported this idea  · 

  20. Add an Estate Planning Tab

    103 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kerry supported this idea  · 
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