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Kim Baumler

← Customer Feedback for Redtail Technology

My feedback

40 results found

  1. 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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  2. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  3. Outlook and RedTail Calendar Integration

    63 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  4. Activity Description Color Coding

    78 votes
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    4 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

    394 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

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

  9. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kim Baumler supported this idea  · 

  10. Outcome of one workflow feed into another workflow

    500 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

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

  12. Age Based Triggers

    861 votes
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    26 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

    774 votes
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    34 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

    925 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

    1,271 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

    1,963 votes
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    95 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. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kim Baumler supported this idea  · 

  19. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kim Baumler supported this idea  · 

  20. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 
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