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← Customer Feedback for Redtail Technology

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48 results found

  1. Birthdays

    30 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  2. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  3. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    177 votes
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    21 comments  ·  Redtail Imaging » Other  ·  Admin →
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  4. The Beneficiary inside the account should be a link to a contact record in Redtail instead of separate.

    51 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Can I have the Portfolio Balance show Husband and Wife's total rather than one individual total, so staff can treat a big account accordingl

    14 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  6. Automatically update Marital Status to Married if attached as a spouse

    86 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  8. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

    97 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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