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  1. 30 votes
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  2. 854 votes
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  3. 1,259 votes
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  4. 768 votes
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    Ryan commented  · 

    While I understand the idea of 'speeding up' activity creation by using the initial trimmed down screen, this has really added extra steps to creating an activity for me as we almost always have activity notes to put in when creating the activity. To have to create the activity and edit just takes us a little bit longer for each activity. Please add the activity notes section to this first screen. Thanks!

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  5. 197 votes
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  6. 148 votes
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  7. 297 votes
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    Ryan commented  · 

    When running a portfolio detail report for a client, the face value of the policy is not included and makes all term life insurance policies on this report useless. Please include a section for face values. Thank you!

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    Ryan commented  · 

    Please add the Insured's name to the detail report, not just the Owner! Thanks! :)

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  8. 20 votes
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  9. 37 votes
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    Ryan commented  · 

    There actually is a place to add the retire date but it's buried, probably not searchable, and pretty much useless. It's found in the Professional Contacts section under 'Employements.' I do agree this needs to be more prominent in Redtail!

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  10. 69 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. 160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. 328 votes
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  13. 251 votes
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    Ryan commented  · 

    Please add some options for account level alerts... it would be invaluable to have notification sent out if an account value went to zero.

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  14. 910 votes
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    Ryan commented  · 

    Searching by discretionary would also be a helpful feature for us! Held away is searchable... why not discretionary as well as managed? Please add both of these fields to search.

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  15. 22 votes
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    Ryan commented  · 

    We have quite the extensive list if Quicklists. It'd be quite helpful to have a search filter / sort to somehow pare them down when looking for the one I need instead of sifting through the pages of them.

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  16. 82 votes
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    Ryan supported this idea  · 
  17. 135 votes
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    Ryan supported this idea  · 
  18. 762 votes
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  19. 134 votes
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  20. 54 votes
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