Skip to content

Anonymous

My feedback

30 results found

  1. 46 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 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)
    Anonymous supported this idea  · 
  2. 107 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  3. 488 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    56 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)
    Anonymous supported this idea  · 
  4. 101 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  5. 126 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  6. 75 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  7. 100 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Anonymous commented  · 

    We need to be able to change the "From" name when sending emails instead of it always being the same. Sometimes we are sending emails on behalf of ourselves and other times an individual will be sending emails on behalf of the company. For example, if we are sending out a broadcast email, we would like the "From" name to show our company's name instead of the individual person. It would be nice to have a dropdown option where we can choose: 1) Our own name, 2) Company Name, etc. We could keep going into preferences and changing it back and further in there, but that's a waste of time.

    Another nice feature would be to have a different email signature for each one. I'm sure we could accomplish all of this by setting up additional users and make the user's name the company name, but then we have to log in and out multiple times just to send an email to our clients. That seems like a very inefficient workaround.

    Anonymous supported this idea  · 
  8. 49 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  9. 57 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  10. 910 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Anonymous commented  · 

    There are additional accounts fields which currently cannot be exported. We really need the ability to export account fields such as "discretionary" and "managed". This simply allows us to check off which accounts we directly manage, then export all of them in order to quickly calculate our total AUM. We need this for compliance and regulatory filing purposes. Right now, those fields are pretty useless without being able to export them.

    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    The custom export only includes a field for "Premium", which only exports the "Annual Premium" field. Most of our clients use a monthly, quarterly, semi-annual premium. The custom export needs to include the fields for "Modal Premium" and "Premium Frequency". It would be better if all of the fields in the Payment Info box were available for export. Otherwise, we can't even create an accurate list of all our insurance policies and premiums.

  11. 128 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  12. 19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
    Anonymous shared this idea  · 
  13. 76 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  14. 163 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  15. 175 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Anonymous commented  · 

    I noticed that even though I have permissions for certain contacts set to only myself, other users are still able to see the workflow for those clients. The workflows and client names show up on the workflows screen for each user regardless of permissions. The other users cannot click on the workflow and access it, but it still shows the active workflow and client names. It would be nice if the workflows were linked to permissions as well.

    Anonymous supported this idea  · 
  16. 69 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 756 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
  18. 210 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 246 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 494 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
← Previous 1

Feedback and Knowledge Base