Skip to content

Paul Sharkey

← Customer Feedback for Redtail Technology

My feedback

24 results found

  1. Customize Opportunity "Type"

    344 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Tailwag - Add "Account Balance" field in advanced search.

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 

  3. Include Trusts in the Family Portfolio Value

    251 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    24 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Sharkey commented  · 

    With the TAILWAG release, you can no longer add a Trust contact record to a family. Previously you could. This should be added back.

    An error occurred while saving the comment
    Paul Sharkey commented  · 

    In Leapfrog you could add a Trust to a family as one of the dependents. You can no longer do this in TAILWAG. This allows you to see the trust's account value in the family portfolio value. Please add this ability back.

    Paul Sharkey supported this idea  · 

  4. Duplicate account number report - please

    32 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey shared this idea  · 
2 Next →

Feedback and Knowledge Base

(thinking…)