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← Customer Feedback for Redtail Technology

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5 results found

  1. RMD Value & Information section

    1,973 votes
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    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Biltmore commented  · 

    Love this suggestion!

    Biltmore supported this idea  · 

  2. Option to automatically rollover activity

    1,249 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Biltmore supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Biltmore supported this idea  · 

  4. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Biltmore commented  · 

    This is a huge source of concern for my firm as well. The backup email archive is very time consuming as well and just an extra step to request in an already very busy environment.

    Biltmore supported this idea  · 

  5. Include Trusts in the Family Portfolio Value

    254 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Biltmore commented  · 

    Also, would be nice to see PSP's, DBP, LLC's or other business accounts associated to the Family Head.

    Biltmore supported this idea  · 

Feedback and Knowledge Base

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