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← Customer Feedback for Redtail Technology

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22 results found

  1. Confetti when workflows are completed

    30 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  2. Notes - Click Button to Add to Household

    122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  4. Workflows on Frequency

    85 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  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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  6. Billable Time Tracking

    385 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  7. Add a "Call History" log similar to "Email History"

    88 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Improve contact search.

    108 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  9. Add an "enable reminder" feature for ALL dates

    59 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  10. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  11. complete activities from calendar view

    110 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  12. Tracking maiden names and name changes.

    183 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  13. Entering and updating Seminar/Event Attendees

    79 votes
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    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Anonymous supported this idea  · 

  14. Adding custom labels into custom export

    15 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  15. Add the "Is Head of Household" field to Custom Export Template

    22 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  16. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  17. Documents

    192 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous commented  · 

    Yes, Please Implement Very Soon Also, Pease advise when this is added.

    Anonymous supported this idea  · 

  18. Apply different time zones to different events in Calendar

    78 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  19. "Meeting Not Held" button to clear appointments on the calendar

    56 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  20. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 
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