Traci

← Customer Feedback for Redtail Technology

My feedback

423 results found

  1. Remove Review Date when Client Status = Terminated

    97 votes
    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  2. uncomplete entire workflow

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

  3. Make ALL Fields Searchable in the Advanced Search

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  4. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report

    13 votes
    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  5. Accounts Information

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

  6. Annual Review Report

    21 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  7. Family member relationship

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

  8. Ability to Re-Organize Menu

    41 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  9. Workflow Complete Triggers Additional Workflow

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

  10. If conditions true options in automation

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

  11. I need to see clients trust accounts on their Contact page.

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

  12. Print Full Activity Details, Including Linked Notes

    27 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  13. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  14. beneficiaries

    57 votes
    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  15. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

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

  16. Account Risk Tolerance and Time Horizon Fields

    292 votes
    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  17. Add more fields under beneficiaries

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

  18. Linked Notes - Notify User and Copy to Another Contact

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

  19. Expand Automation Options

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

  20. Outcome of one workflow feed into another workflow

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