Daniel

← Customer Feedback for Redtail Technology

My feedback

20 results found

  1. To Do:

    31 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Daniel supported this idea  · 

  2. RMD Value & Information section

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

  3. 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?
    Daniel supported this idea  · 

  4. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  5. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    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

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

  7. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  8. Automatically update last review date in client review section

    116 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  9. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  10. add a designated beneficiary area for beneficiary information.

    117 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  11. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Daniel supported this idea  · 

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

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Daniel supported this idea  · 

  13. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Daniel supported this idea  · 

  14. @mention for Note User Notification in Alerts Bell

    67 votes
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Daniel commented  · 

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

  15. Option to automatically rollover activity

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

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

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Daniel supported this idea  · 

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

    66 votes
    9 comments  ·  Redtail Imaging » Other  ·  Admin →
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    An error occurred while saving the comment
    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
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Daniel supported this idea  · 

  19. Customized Reports exported to PDF

    61 votes
    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

  20. Integrate With TRELLO

    61 votes
    5 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Daniel supported this idea  · 

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