Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
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    Traci commented  · 

    Any status update on this request. Redtail marketing sure does boast on its automation feature however it is seriously lacking and receives no attention from developers to enhance it.

    An error occurred while saving the comment
    Traci commented  · 

    This suggestion is several years old and the automation triggers are seriously lacking! This would be a key solution to many operational processes that involve timing. Please listen to the advisors using the system when deciding on updates!!

    Traci supported this idea  · 

  2. Contact Permission Checkbox

    98 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  3. Allow customization of "Written Agreement Review" types

    169 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  4. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  5. Add roles to the main page for a contact

    186 votes
    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  6. Create a Client Review at the Household Level

    114 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  7. Scheduling & Confirmations

    154 votes
    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  8. Zoom Phone Integration

    50 votes
    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  9. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    33 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  10. While RT "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great.

    13 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  11. life Insurance Information

    34 votes
    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  12. Personal Profile Form

    52 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  13. Additional family options (not in the 'Membership' page)

    75 votes
    5 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  14. Link Multiple Contacts at once in Imaging

    60 votes
    2 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  15. Add activities to left menu bar

    115 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  16. Automation Triigger for Closed Accounts

    33 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  17. Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.

    16 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  18. Connect Activities & Notes to an Opportunity

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  19. From Workflow to Workflow

    90 votes
    2 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  20. Make a "this was a client review" check box in notes and activities

    107 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 
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