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← Customer Feedback for Redtail Technology

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8 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

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Have Household Keywords

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

    205 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. 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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  5. Bulk Printing of Confidential Personal Profile

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

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

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

    148 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  8. 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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    Anonymous supported this idea  · 

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