Heidi Bringhurst

← Customer Feedback for Redtail Technology

My feedback

24 results found

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  2. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  3. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  4. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  5. Add Clients by Region Mapping/Reporting

    225 votes
    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  6. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  7. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  8. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  9. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  10. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  11. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  12. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  13. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  14. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Heidi Bringhurst supported this idea  · 

  15. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Heidi Bringhurst supported this idea  · 

  16. Make ALL Fields Searchable in the Advanced Search

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  17. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  18. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Heidi Bringhurst supported this idea  · 

  19. Workflow email notification when current step due.

    48 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Heidi Bringhurst supported this idea  · 

  20. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Heidi Bringhurst supported this idea  · 
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