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Mike Ricinak

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Option to view all activities

    392 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

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

  3. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mike Ricinak supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. add privacy option to activity templates

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. calendar background color for today's date

    22 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  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mike Ricinak supported this idea  · 

  8. Add more fields under beneficiaries

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

  9. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mike Ricinak supported this idea  · 

  10. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mike Ricinak supported this idea  · 

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