Brett Sutherland

← Customer Feedback for Redtail Technology

My feedback

15 results found

  1. rightcapital

    16 votes
    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Brett Sutherland shared this idea  · 

  2. Bulk Actions for Accounts

    15 votes
    3 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Brett Sutherland commented  · 

    I see a lot of old accounts from previous advisors in the branch. The balance on the today screen is useless without a way to filter or bulk change agent

    Brett Sutherland supported this idea  · 

  3. Filter Activity Reports by contact status

    46 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Brett Sutherland supported this idea  · 

  4. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Brett Sutherland supported this idea  · 

  5. Add a recurring revenue field to opportunities.

    24 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Brett Sutherland shared this idea  · 

  6. Right Click on Calendar Activities to Open them in a new Tab

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Brett Sutherland supported this idea  · 

  7. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Brett Sutherland supported this idea  · 

  8. 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 →
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    Brett Sutherland supported this idea  · 

  9. 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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    Brett Sutherland supported this idea  · 

  10. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Brett Sutherland supported this idea  · 

  11. Make ALL Fields Searchable in the Advanced Search

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  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?
    Brett Sutherland supported this idea  · 

  13. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Brett Sutherland supported this idea  · 
    An error occurred while saving the comment
    Brett Sutherland commented  · 

    Triggers for reports would be great as well. It would be nice to have a birthday report emailed every month on a specific day to a specific user.

  14. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    An error occurred while saving the comment
    Brett Sutherland commented  · 

    Would that I could give a thousand votes to this....

    Brett Sutherland supported this idea  · 

  15. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Brett Sutherland supported this idea  · 

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