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← Customer Feedback for Redtail Technology

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8 results found

  1. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  2. Activity Notes Linked to Account

    39 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Workflow - Linked Accounts

    128 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. FMG Suite (Segregate FMG Email Sent Notifications)

    17 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous commented  · 

    You don't have to make its own type -- just have them mapped to type: "Email Sent"
    then we can use the note filters..... that would make the most commons sense and be the easiest to implement

    Anonymous supported this idea  · 

  6. Create an Activity from the Opportunity Tracker

    272 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  7. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    I would be happy with either option -- allow the trust to be linked in family or memberships
    the fact that you cannot relate a trust with a contact is very troubling - reason why the trust is in separate record is because its tax id is different than the social security of the contact but we need to figure out a way to link them - I personally think memberships is the way to go rather than family so you don't mess with the family name / HOH etc.

  8. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

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