Anonymous

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    65 votes
    3 comments  ·  Redtail CRM » Templates  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Schedule or Send Email Later Option

    37 votes
    4 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Add additional fonts in broadcast emails

    22 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  4. broadcast email

    81 votes
    6 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?

  5. Contact Record Opportunities

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

  6. allow for ALL membership codes to be customized, edited or deleted

    50 votes
    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

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

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

  8. In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.

    18 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

  9. Trusted Contact

    189 votes
    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  10. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

  11. Add Contact Name to Notification Subject Line

    90 votes
    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

  12. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  13. RMD Value & Information section

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

  14. 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?
    Anonymous supported this idea  · 

  15. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

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

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  17. Tag Group and and Client Lists - Data Export and Printing Options

    97 votes
    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

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