Skip to content

Biltmore

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. RMD Value & Information section

    1,964 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Biltmore commented  · 

    Love this suggestion!

    Biltmore supported this idea  · 

  2. Option to automatically rollover activity

    1,243 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Biltmore supported this idea  · 

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

    1,275 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Biltmore supported this idea  · 

  4. Customize Email viewing permissions

    494 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    24 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

(thinking…)