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← Customer Feedback for Redtail Technology

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16 results found

  1. Ability to link 2 contacts at once to an activity, task, etc...

    21 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  2. list two contacts when attached to note/activity, not just '2 contacts'

    42 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. List Company Name on Dashboard when dual contact

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Add the ability to save documents attached to emails directly to Imaging.

    18 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  5. Email Template - Image with hyperlink.

    23 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  6. adding images to emails

    46 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  7. Move documents in imaging to other folders in bulk

    9 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  8. Allow an image to be pasted into an email directly

    24 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  9. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Activity Template

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    47 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. Searchable activities on Dashboard/Today's Overview

    75 votes
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    Received  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    We should be able to select search activity titles for all/open.completed activities on al clients

    Anonymous supported this idea  · 

  13. Account Renewal Reminder Date - Auto Renew Feature

    53 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  14. We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

    9 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous commented  · 

    way toi builk change renewal dates

    Anonymous shared this idea  · 

  15. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    When going to see clients, it would be very helpful to not have to look up the death benefit amounts, etec... put them on the portfolio summary, a,ong witht eh premium and other pertinent inforamtion

    Anonymous supported this idea  · 

  16. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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