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Dan

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Two Factor Authentication - Remove option for "Remember This Device"

    12 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Dan shared this idea  · 

  2. Universal 2nd Factor (U2F) Badly Needed ASAP

    63 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  3. Need to able to restrict employees from disabling 2 factor

    19 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  4. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Dan supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. Report on Assets in a Security

    6 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Dan supported this idea  · 

  7. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  8. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Note Category - Ability to select more than one category for a note

    160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. Phoning List

    11 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  11. professional contact

    46 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Dan supported this idea  · 

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