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Eric

← Customer Feedback for Redtail Technology

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9 results found

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Eric supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Eric supported this idea  · 

  4. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Eric supported this idea  · 

  6. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  8. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    42 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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  9. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Eric supported this idea  · 

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