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Rick McCallister

← Customer Feedback for Redtail Technology

My feedback

63 results found

  1. Add Latest CRS Delivery to the Know Your Client Tab

    75 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rick McCallister supported this idea  · 

  2. Documents

    189 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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  3. Easier access to old notes

    18 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister shared this idea  · 

  4. Update clients contact photo based off of their linked social media website

    85 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rick McCallister supported this idea  · 

  5. DST Vision Integration

    110 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Rick McCallister supported this idea  · 

  6. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  7. Would like to see beneficiary, or inherited IRAs, included in the RMD report, to make sure these clients' RMDs are not overlooked..

    42 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rick McCallister supported this idea  · 

  8. Make a "this was a client review" check box in notes and activities

    103 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rick McCallister supported this idea  · 

  9. Hold Time

    7 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Rick McCallister supported this idea  · 

  11. Contacts > Notes > Comments Notification

    110 votes
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    8 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Rick McCallister supported this idea  · 

  12. make comments and linked documents part of the notes search

    34 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rick McCallister supported this idea  · 

  13. All Inclusive To Do List, both Workflows and Activities on Today page.

    60 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Rick McCallister supported this idea  · 

  14. Workflow in main Notes Realtime NOT once Workflow is done

    129 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  15. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Rick McCallister supported this idea  · 

  16. You should be able to make the CRM Document Storage DEFAULT to sort by date added rather than having to sort every time you go in.

    23 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Rick McCallister supported this idea  · 

  17. Add more Automation Triggers

    72 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Rick McCallister supported this idea  · 

  18. Please work on the Automation.

    57 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rick McCallister supported this idea  · 

  19. link an existing note to an existing activity

    93 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 

  20. 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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    Rick McCallister supported this idea  · 
2 4

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