David Donhoff

← Customer Feedback for Redtail Technology

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12 results found

  1. Redtail should push Drivers License data to Smartworks Government ID data fields.

    19 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    David Donhoff supported this idea  · 

  2. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    26 votes
    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    David Donhoff supported this idea  · 

  3. Egnyte Cloud Server

    31 votes
    5 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    David Donhoff supported this idea  · 

  4. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

    70 votes
    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    David Donhoff supported this idea  · 

  5. Copy WealthBox with interface, intuitiveness and outlook integration

    13 votes
    2 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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    David Donhoff supported this idea  · 

  6. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    David Donhoff supported this idea  · 

  7. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    David Donhoff supported this idea  · 

  8. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    David Donhoff supported this idea  · 

  9. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    David Donhoff supported this idea  · 

  10. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    David Donhoff supported this idea  · 

  11. Run a Notes report with select notes only

    69 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    An error occurred while saving the comment
    David Donhoff commented  · 

    I see this request is 1.5 years old now.... hopefully Jim & Sarah & OC have learned how to do this in the interim;

    Print the whole enchilada to a PDF previewer applet (like PdfFactory,) and then delete away whatever pages you don't actually want. Then, further, save or email the results instead of physically printing... *OR* send to the tree killers & print what you need to paper. ;~)

  12. Create an Activity from the Opportunity Tracker

    272 votes
    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    An error occurred while saving the comment
    David Donhoff commented  · 

    Yes... 3 votes from me on this! Create, edit/amend/update, and complete from Oppy Tracker.

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