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Jess

← Customer Feedback for Redtail Technology

My feedback

40 results found

  1. RMD Information/Log

    6 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jess shared this idea  · 

  2. Would like to see beneficiary, or inherited IRAs, included in the RMD report, to make sure these clients' RMDs are not overlooked..

    42 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,217 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,310 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. Allow Color Coding on the Calendar by Advisor/Employee

    1,703 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  6. RMD Value & Information section

    1,897 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. Adding RMD INFO. Tab - nexto Misc Client Info

    25 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  8. Relationship between households

    73 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  9. Adding Deceased's information on Account page for Bene IRA Profile

    33 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  10. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    61 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jess supported this idea  · 

  11. Allow clients to self-schedule appointments directly through Redtail

    84 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Automatic Email or Text Message Appointment Reminders to Clients

    3,612 votes
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    263 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. Integrate With FMG Emails

    7 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  14. link workflow task to activity

    33 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  15. "Client Events"

    130 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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    Jess supported this idea  · 

  16. Seminar cost

    31 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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  17. Add Opportunities as an Automation Trigger Event

    20 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  18. Household Address - Marketing Pro

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jess shared this idea  · 

  19. Client Review Revamp!!

    60 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  20. Make a "this was a client review" check box in notes and activities

    97 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jess supported this idea  · 
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