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Daniel

← Customer Feedback for Redtail Technology

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20 results found

  1. To Do:

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel supported this idea  · 

  2. RMD Value & Information section

    1,955 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,365 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Daniel supported this idea  · 

  4. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. When creating new activity, give users the option to make the "more details page" the default.

    773 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,265 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. Automatically update last review date in client review section

    116 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  9. Automations: Make the Know your Client Review Date a Trigger Event

    768 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. add a designated beneficiary area for beneficiary information.

    111 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  11. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Daniel supported this idea  · 

  12. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Daniel supported this idea  · 

  13. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Daniel supported this idea  · 

  14. @mention for Note User Notification in Alerts Bell

    67 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Daniel commented  · 

    This would be awesome. I don't know how a modern CRM doesn't have this?

  15. Option to automatically rollover activity

    1,236 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel supported this idea  · 

  16. need all fields available to select from for custom reporting

    919 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Daniel supported this idea  · 

  17. redtail imaging application to be able to see documents from phone

    66 votes
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    9 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Daniel commented  · 

    Create a mobile app that allows me to scan a document with my phone's camera, convert to PDF, and upload to a client's imaging folder. Or better yet, put this in the existing Redtail app

    Daniel supported this idea  · 

  18. Documents

    192 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Daniel supported this idea  · 

  19. Customized Reports exported to PDF

    61 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  20. Integrate With TRELLO

    61 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Daniel supported this idea  · 

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