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Kim Baumler

← Customer Feedback for Redtail Technology

My feedback

62 results found

  1. Calendly integration--prevent tasks created in Redtail from synching with Google calendar

    40 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Add field for duration to indicate time spent to complete a task - non-scheduled activity

    9 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Please work on the Automation.

    57 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Activity Description Color Coding

    78 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

  6. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Kim Baumler supported this idea  · 

  7. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Kim Baumler supported this idea  · 

  8. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

  9. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kim Baumler supported this idea  · 

  10. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

  11. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kim Baumler supported this idea  · 

  12. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

  13. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kim Baumler supported this idea  · 

  14. 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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    Kim Baumler supported this idea  · 

  15. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kim Baumler supported this idea  · 

  16. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kim Baumler commented  · 

    Schwab now tracks RMD, it would be nice if this could be captured on the client page in RT.

    Kim Baumler supported this idea  · 

  17. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kim Baumler supported this idea  · 

  18. Calendar reminder function

    37 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  19. Turn off email notifications for activities if the only change to the activity is the date (moving it forward--taking it out of past due)

    25 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Kim Baumler supported this idea  · 

  20. 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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    Kim Baumler supported this idea  · 
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