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Brett Sutherland

← Customer Feedback for Redtail Technology

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23 results found

  1. rightcapital

    4 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Brett Sutherland shared this idea  · 

  2. Bulk Actions for Accounts

    12 votes
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    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    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. add 'Servicing Advisor' or 'Writing Advisor' to Account Level so that we can pull reports based on these two criteria..

    13 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett Sutherland supported this idea  · 

  4. Filter Activity Reports by contact status

    37 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Brett Sutherland supported this idea  · 

  5. Contact by AUM report

    70 votes
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    7 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Brett Sutherland supported this idea  · 

  6. Add Revenue to the Opportunities dashboard and reports

    364 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Brett Sutherland supported this idea  · 

  7. Add a recurring revenue field to opportunities.

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

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

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

  9. Option to view all activities

    374 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Brett Sutherland supported this idea  · 

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

    536 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Brett Sutherland supported this idea  · 

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

    756 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Brett Sutherland supported this idea  · 

  12. Option to automatically rollover activity

    1,183 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Brett Sutherland supported this idea  · 

  13. Automatic Email or Text Message Appointment Reminders to Clients

    3,604 votes
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    263 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Brett Sutherland supported this idea  · 

  14. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Brett Sutherland supported this idea  · 
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    Brett Sutherland commented  · 

    I'll add my votes. Every day I have to create the exact same filter for a specific report. It would be nice to have a "quicklist" feature for reports. Thanks.

  15. Make ALL Fields Searchable in the Advanced Search

    207 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  16. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Brett Sutherland commented  · 

    Ditto.

    Brett Sutherland supported this idea  · 

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

    722 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Brett Sutherland supported this idea  · 

  18. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Brett Sutherland supported this idea  · 

  19. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Brett Sutherland supported this idea  · 

  20. Triggers

    248 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brett Sutherland supported this idea  · 
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    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.

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