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Kim Baumler

← Customer Feedback for Redtail Technology

My feedback

36 results found

  1. Outlook and RedTail Calendar Integration

    68 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Activity Description Color Coding

    103 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Triggers

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

  4. E-mail notifications for comments on existing notes

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

  5. Automation templates & recurring workflows

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

  6. Add more fields under beneficiaries

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

  7. Outcome of one workflow feed into another workflow

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

  8. Option to view all activities

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

  9. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kim Baumler supported this idea  · 

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

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Kim Baumler supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kim Baumler supported this idea  · 

  13. RMD Value & Information section

    1,985 votes
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    98 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  · 

  14. 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  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kim Baumler supported this idea  · 

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

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