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← Customer Feedback for Redtail Technology

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30 results found

  1. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous shared this idea  · 

  2. Please add security levels definable by user, such as only an admin user can alter index listsor

    107 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Anonymous supported this idea  · 

  3. Pre-Populate Index Fields

    133 votes
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    4 comments  ·  Redtail Imaging » Indexing  ·  Admin →
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    Anonymous commented  · 

    I am using Docupace for this specific reason. Whenever I add a new image to a folder, it automatically inherits the folder's account number, account type, client's name, etc. In Redtail, every single document needs to be completely indexed from scratch and it's way too time consuming to add everything.

    Anonymous supported this idea  · 

  4. Add fields to comply with the "know your client" FINRA requirements

    142 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    What are the additional fields you want added? Just curious because I'm not subject to FINRA...only state/SEC requirements.

  5. Show Contact Details on all pages

    76 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Provide a quick preview of imaged documents.

    147 votes
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    4 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Anonymous supported this idea  · 

  7. Add Client Review Dates in Bulk

    40 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  9. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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