Anonymous

← Customer Feedback for Redtail Technology

My feedback

11 results found

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

    27 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  2. list two contacts when attached to note/activity, not just '2 contacts'

    76 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  3. Add the ability to save documents attached to emails directly to Imaging.

    18 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
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    Anonymous supported this idea  · 

  4. adding images to emails

    49 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  5. Move documents in imaging to other folders in bulk

    9 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
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    Anonymous shared this idea  · 

  6. Allow an image to be pasted into an email directly

    30 votes
    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  7. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  8. Activity Template

    17 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  9. 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.

    50 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  10. Searchable activities on Dashboard/Today's Overview

    79 votes
    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

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

    Anonymous supported this idea  · 

  11. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    An error occurred while saving the comment
    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  · 

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