Julie Armistead

← Customer Feedback for Redtail Technology

My feedback

16 results found

  1. Add an Estate Planning Tab

    103 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Julie Armistead supported this idea  · 

  2. Primary Contact - Add link to that person's record

    12 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Julie Armistead shared this idea  · 

  3. Print Full Activity Details, Including Linked Notes

    27 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Julie Armistead supported this idea  · 

  4. Search on Salutation

    19 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Julie Armistead supported this idea  · 

  5. Automation Triigger for Closed Accounts

    33 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Julie Armistead supported this idea  · 

  6. Add Automation Trigger for Account Status Change

    16 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Julie Armistead supported this idea  · 

  7. Add more Automation Triggers

    73 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Julie Armistead supported this idea  · 

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

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

  9. Include Trusts in the Family Portfolio Value

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

  10. Searching Departments in Business Records

    185 votes
    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Julie Armistead supported this idea  · 

  11. Account UDF Report Filter Enhancements

    22 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    An error occurred while saving the comment
    Julie Armistead commented  · 

    When you go to Reports / UDF Reports / Account User Defined Fields, please add the "Servicing Advisor" as one of the columns displayed. It doesn't tell us who the servicing advisor is. If you send to "search" there is no way to print the report out with the servicing advisor and all information in the UDF.

    Julie Armistead supported this idea  · 

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

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Julie Armistead supported this idea  · 

  13. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Julie Armistead supported this idea  · 

  14. Laserapp - Memberships

    463 votes
    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Julie Armistead supported this idea  · 

  15. 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?
    Julie Armistead supported this idea  · 

  16. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Julie Armistead supported this idea  · 
    An error occurred while saving the comment
    Julie Armistead commented  · 

    The Model/Strategy is the only field on the detail page that does not transfer to the "Portfolio Summary or Portfolio Detail" reports.

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