Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. Calendly Integration

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

  2. Moving team notice; rearrange "Today" page

    28 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  3. Please create a "real time" view of things done in Redtail that day, like a social media feed

    12 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  4. yCharts Integration

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

  5. Font size

    22 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  6. scheduling reoccurring activities

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

  7. activity font

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

  8. link documents to workflow tasks

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

  9. client reviews filtered by Advisor on Calendar

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

  10. Link existing document to an activity or note.

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

  11. search tag groups

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

  12. Warning when sending attachment

    38 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  13. subject line

    11 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  14. Have a banner that notifies us user of know tech issue

    7 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  15. Automation Trigger Event: Client Age

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

  16. upload pdf into email signature

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

  17. Adding a strikethrough option similar to how you can bold and underline text

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

  18. View activities by household

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

  19. recurring activities

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

  20. Permissions

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