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Mike Ricinak

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Option to view all activities

    377 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

    414 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Mike Ricinak supported this idea  · 

  3. Link email to notes/activities

    617 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Mike Ricinak supported this idea  · 

  4. Age Based Triggers

    831 votes
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    25 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

    1,329 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. add privacy option to activity templates

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

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

  8. Eliminate automatic business contact and automatic owner contact

    35 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mike Ricinak supported this idea  · 

  9. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
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    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Mike Ricinak supported this idea  · 

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

    1,232 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mike Ricinak supported this idea  · 

  11. Add more fields under beneficiaries

    465 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mike Ricinak supported this idea  · 

  12. RMD Value & Information section

    1,915 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mike Ricinak supported this idea  · 

  13. Option to automatically rollover activity

    1,199 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mike Ricinak supported this idea  · 

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