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← Customer Feedback for Redtail Technology

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8 results found

  1. Copy WealthBox with interface, intuitiveness and outlook integration

    13 votes
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    2 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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  2. Outlook 365 Integration

    66 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    When we pull a contact's info there should a label of "Last Review" which we can update manually as we have client reviews. This would allow us to immediately know when the last client review was and run reports such as who has not had a client review in the last 6 months. I think its crazy that this is not in your system especially since its been in the works for 4 years. We have thought about changing CRMs solely due to this problem since review meeting and client contact is so important in our business.

    Anonymous supported this idea  · 

  6. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    Agreed! There should be a "last review date" so we can run a report such as who had their last review date over 6 months ago.

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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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