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← Customer Feedback for Redtail Technology

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48 results found

  1. typing dates

    13 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  2. 3CX

    33 votes
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    5 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  3. Could we allow clients/prospects to schedule appts directly from our company's website

    58 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. Confetti when workflows are completed

    30 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it w

    30 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  6. Notes - Click Button to Add to Household

    119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. RMD Value & Information section

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

    55 votes
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    12 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous commented  · 

    PLEASE, do this step soon!! Also can you link it to the US Postal services so I shows the proper address as well as the correct way address show?

    An error occurred while saving the comment
    Anonymous commented  · 

    This needs to be done very soon. We print off a lot of labels using the Dymo label maker.
    Please advise when this is planning on happening?

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

    When are you planning on doing this? It will help from making mistakes and easier for us to print straight from redtail sustem

    An error occurred while saving the comment
    Anonymous commented  · 

    Please advise when this is added to the system

  9. Reminders for Account Renewals

    16 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  10. Please add client picture to the Personal Profile Form

    26 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  11. "Client Events"

    130 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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  12. Reports for duplicate email addresses (shared between husband and wife)

    11 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  13. Workflows on Frequency

    77 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  14. Retirement date

    12 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  15. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  16. Billable Time Tracking

    377 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  17. Automatic notification/letter distribution 180 and 90 days prior to a client's 65th birthday in regard to Medicare status.

    128 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  18. Use the USPS API to verify mailing addresses

    49 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  19. Within the family section of the relationship please add Father Mother- today many children are taking care of their parent.

    29 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  20. Retired next to previous occupation

    20 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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