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Joseph Caputo

← Customer Feedback for Redtail Technology

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6 results found

  1. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Joseph Caputo commented  · 

    When session times out the email you are writing gets lost and no way to recover. Please fix. Also add a way to recover lost emails in the dropbox section.

  2. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Joseph Caputo shared this idea  · 

  3. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Joseph Caputo commented  · 

    There needs to be more customization here. Not everyone calls it a "fee agreement" or "IPS Agreement". Allow us to change the name to what applies in our office, like "Service Agreement", or Financial Planning Agreement". Allow us to edit the name of the agreement in these fields. Even allow us to add multiple agreements for companies that that have more than one service.

    Joseph Caputo supported this idea  · 

  4. User Rights - Edit Contact Records

    24 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Joseph Caputo shared this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Joseph Caputo supported this idea  · 

  6. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Joseph Caputo supported this idea  · 

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