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← Customer Feedback for Redtail Technology

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11 results found

  1. 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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    Anonymous supported this idea  · 

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

    72 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. Add the ability to save documents attached to emails directly to Imaging.

    18 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  4. adding images to emails

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

    9 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  6. Allow an image to be pasted into an email directly

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

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Activity Template

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

    76 votes
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    Received  ·  5 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  · 

  11. 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  · 

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