Mike Ricinak

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    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
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

  3. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

  4. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    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
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

  6. add privacy option to activity templates

    13 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

  7. calendar background color for today's date

    19 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

  9. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

  10. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

  11. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Mike Ricinak supported this idea  · 

Feedback and Knowledge Base

(thinking…)