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← Customer Feedback for Redtail Technology

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10 results found

  1. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. Change First Review to Last Review under Client Review

    458 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Have Household Keywords

    36 votes
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    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
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  4. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  8. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    95 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous shared this idea  · 

  9. Add fields to comply with the "know your client" FINRA requirements

    145 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  10. need all fields available to select from for custom reporting

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

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