Skip to content

Thomas

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,858 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Thomas supported this idea  · 

  2. Portfolio Reporting

    303 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Thomas commented  · 

    would like to have an Insurance Summary report that would include fields of primary insured:

    Coverage type/coverage plan/benefit effective/payment frequency/coverage cash value/surrender value

    Thomas supported this idea  · 

  3. RMD Value & Information section

    1,990 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Thomas supported this idea  · 

Feedback and Knowledge Base

(thinking…)