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Mike Ricinak

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Option to view all activities

    389 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mike Ricinak supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Mike Ricinak supported this idea  · 

  3. Link email to notes/activities

    654 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Mike Ricinak supported this idea  · 

  4. Age Based Triggers

    870 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mike Ricinak supported this idea  · 

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. add privacy option to activity templates

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mike Ricinak supported this idea  · 

  7. calendar background color for today's date

    17 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mike Ricinak supported this idea  · 
    Mike Ricinak shared this idea  · 

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

    1,275 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mike Ricinak supported this idea  · 

  9. Add more fields under beneficiaries

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

  10. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mike Ricinak supported this idea  · 

  11. Option to automatically rollover activity

    1,243 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mike Ricinak supported this idea  · 

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