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Christina Perna

← Customer Feedback for Redtail Technology

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38 results found

  1. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  2. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Christina Perna supported this idea  · 

  3. Add an Estate Planning Tab

    100 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Christina Perna supported this idea  · 

  4. Establishment Date (Trust/Business/Associations ect)

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Christina Perna supported this idea  · 

  5. Tag Group and and Client Lists - Data Export and Printing Options

    87 votes
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    12 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Christina Perna commented  · 

    It would be nice to pull a report for our clients that show the Tag groups they are included in.

    Christina Perna supported this idea  · 

  6. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  7. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Christina Perna supported this idea  · 

  9. unlinked accounts notification

    28 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  10. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  11. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  12. 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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    Christina Perna commented  · 

    Add memberships to the client's Confidential Personal Profile.

    Christina Perna supported this idea  · 

  13. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Christina Perna supported this idea  · 

  14. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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  15. License Type Database List

    44 votes
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    8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  16. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Christina Perna supported this idea  · 

  17. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Christina Perna supported this idea  · 

  18. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Christina Perna supported this idea  · 
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    Christina Perna commented  · 

    Client photo export would be wonderful and very helpful for our staff.

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