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← Customer Feedback for Redtail Technology

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20 results found

  1. Notes to head of household automatically copy to spouse's contact

    25 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  2. add a household portfolio balance option

    20 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Scheduling & Confirmations

    154 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  4. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  5. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  6. Deleting Tag Groups Should Be an Admin Function

    28 votes
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    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous supported this idea  · 

  7. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  9. Head of Household Display

    43 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  10. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. Servicing Advisor = Advisor Role

    73 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  12. Husband & Wife as One

    33 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  13. Add roles to the main page for a contact

    186 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  14. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  15. Broadcast Email Template Automation

    27 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  16. Ability to link 2 contacts at once to an activity, task, etc...

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  17. Location on Calendar

    84 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  18. Change First Review to Last Review under Client Review

    457 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  20. Portfolio Reporting

    300 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

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