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Daniel

← Customer Feedback for Redtail Technology

My feedback

23 results found

  1. Addd a QUICK Advisor/Assistant To-Do-List button

    15 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel supported this idea  · 

  2. To Do:

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Daniel supported this idea  · 

  5. Automation templates & recurring workflows

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

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  9. Automatically update last review date in client review section

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  11. add a designated beneficiary area for beneficiary information.

    105 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  12. Make it possible to have an individual be a member of more than one family group.

    189 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Daniel supported this idea  · 

  13. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Daniel supported this idea  · 

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

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Daniel supported this idea  · 

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

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

  16. Portfolio Reporting

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

  17. @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?

  18. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel supported this idea  · 

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

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

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

    60 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  · 
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