Biltmore

← Customer Feedback for Redtail Technology

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5 results found

  1. RMD Value & Information section

    1,976 votes
    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

    1,251 votes
    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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Biltmore supported this idea  · 

  4. Customize Email viewing permissions

    494 votes
    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
    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  · 

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