Kim Baumler

← Customer Feedback for Redtail Technology

My feedback

40 results found

  1. Apply different time zones to different events in Calendar

    78 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  2. Activities saved as draft

    332 votes
    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  3. Outlook and RedTail Calendar Integration

    65 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  4. Activity Description Color Coding

    99 votes
    4 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  5. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  7. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  8. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  9. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  10. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  11. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  12. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  16. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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
    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  18. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  19. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    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

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 
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