Rosalyn Davis

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Laserapp - Memberships

    463 votes
    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Rosalyn Davis supported this idea  · 
    An error occurred while saving the comment
    Rosalyn Davis commented  · 

    Membership population for our Company Contacts would be extremely helpful for population of Authorized Individual Information directly from REDTAIL into Group Retirement Plan Paperwork other Plan Level/ Company level forms.

  2. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

  3. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Rosalyn Davis supported this idea  · 

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

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Rosalyn Davis commented  · 

    I agree.

    An error occurred while saving the comment
    Rosalyn Davis commented  · 

    Much needed enhancement to this feature. Great idea!

    Rosalyn Davis supported this idea  · 

Feedback and Knowledge Base

(thinking…)