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← Customer Feedback for Redtail Technology

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17 results found

  1. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  2. Department contacts need to hyperlink to contact card

    57 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Combine Family Records

    36 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household

    82 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Establishment Date (Trust/Business/Associations ect)

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Add an Estate Planning Tab

    100 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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  7. Print all Dependents on the Personal Profile form

    32 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  8. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    137 votes
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    8 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  9. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  10. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. Add more fields under beneficiaries

    489 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  13. Create a "Business Personal Profile Form" for Business Records

    33 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    When printing the confidential personal profile for business or trust little to NO information shows on the report. The report should have the Business name, address, phone number and the list of contacts that are with that company.
    We find the report to most helpful with annual review to assure out information is up to date. The cookie cuter profile does not work for all client.

    Anonymous supported this idea  · 

  14. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  15. Add fields to comply with the "know your client" FINRA requirements

    142 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  16. Daily Activity Summary Email

    47 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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  17. Zimbra

    359 votes
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    43 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous commented  · 

    I have to agree with Blane, to have to two programs link in that way would be a great feature!

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