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Kerry

← Customer Feedback for Redtail Technology

My feedback

43 results found

  1. Outcome of one workflow feed into another workflow

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

  2. We need the ability to identify emails that are not linked to a contact record.

    142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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    Kerry supported this idea  · 

  3. Customize Email viewing permissions

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

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

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

  5. 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  · 

  6. Add more fields under beneficiaries

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

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

    1,363 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kerry supported this idea  · 

  8. Have marriage date and divorced date fields.

    26 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kerry supported this idea  · 

  9. Add Contact

    36 votes
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    Received  ·  2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Kerry supported this idea  · 

  10. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kerry supported this idea  · 

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

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

  12. 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  · 

  13. "Important Information" Block

    141 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kerry supported this idea  · 

  14. Referral as a Trigger Event

    42 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kerry supported this idea  · 

  15. Custom Trigger Events

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

  16. Allow Tasks to be moved between workflow Steps

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

  17. Automation Based on Client Marital Status Change

    56 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kerry shared this idea  · 

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

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

  19. "Closing Next" Opportunity Not Showing 'Past Due'

    3 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kerry shared this idea  · 

  20. 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  · 
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