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← Customer Feedback for Redtail Technology

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23 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

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

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  4. Workflows on Frequency

    79 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. Billable Time Tracking

    380 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"

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

    104 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

    1,239 votes
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    49 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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  12. Tracking maiden names and name changes.

    174 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

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

  14. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  15. 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  · 

  16. 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  · 

  17. 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  · 

  18. 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  · 

  19. 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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  20. "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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    Anonymous supported this idea  · 
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