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← Customer Feedback for Redtail Technology

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17 results found

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

    65 votes
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    2 comments  ·  Redtail CRM » Templates  ·  Admin →
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  2. Schedule or Send Email Later Option

    34 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Add additional fonts in broadcast emails

    22 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  4. broadcast email

    78 votes
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    6 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  5. Contact Record Opportunities

    66 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  6. allow for ALL membership codes to be customized, edited or deleted

    50 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  7. Display memberships on the front page of the contact record.

    431 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  8. In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.

    18 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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  9. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  10. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. Add Contact Name to Notification Subject Line

    90 votes
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    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  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
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  13. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  14. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  15. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  16. When creating new activity, give users the option to make the "more details page" the default.

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  17. Tag Group and and Client Lists - Data Export and Printing Options

    94 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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