Timothy James McNeely

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Add the option to have alerts / push notifications sent directly to the device

    414 votes
    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Timothy James McNeely commented  · 

    If you had google apps sync this would be handled by google :)

    An error occurred while saving the comment
    Timothy James McNeely commented  · 

    Any updates? I think you need to completely rebuild the mobile app.

    An error occurred while saving the comment
    Timothy James McNeely commented  · 

    This would be wonderful!

    Timothy James McNeely supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Timothy James McNeely commented  · 

    And allow me to do this from email :)

    Timothy James McNeely supported this idea  · 

  3. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Timothy James McNeely 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?
    Timothy James McNeely supported this idea  · 

  5. Include Trusts in the Family Portfolio Value

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

  6. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Timothy James McNeely supported this idea  · 

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