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Leo O'Connor Jr

← Customer Feedback for Redtail Technology

My feedback

176 results found

  1. Entity as own family/household for client relationship count purposes

    31 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Leo O'Connor Jr shared this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  3. Householding Client Groups via Head of Household

    23 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  4. More options to link accounts to multiple contacts

    23 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Leo O'Connor Jr shared this idea  · 

  5. Automation/Workflow and Client Contact

    11 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Leo O'Connor Jr commented  · 

    My workflows trigger off a new account being added. I'd love to see the account number that triggered the automation and workflow to be recorded in the workflow.

    Leo O'Connor Jr supported this idea  · 

  6. Workflow step instructions/notes

    7 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Leo O'Connor Jr shared this idea  · 

  7. Create Followup Opportunities from Notes

    35 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  8. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  10. Add ability to customize more lists on account level

    9 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Leo O'Connor Jr shared this idea  · 

  11. Please make All Account fields available on Custom Export Templates

    73 votes
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    4 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  12. conference room availability

    105 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Leo O'Connor Jr shared this idea  · 

  13. Automations: Change of Contact Status TO Create/Update Contact Tag Group

    39 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  14. Morningstar - Make Reports on Family

    79 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  15. account list details

    9 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  16. UDF Filter

    9 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Leo O'Connor Jr shared this idea  · 

  17. POA/Primary Contact

    30 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Leo O'Connor Jr shared this idea  · 

  18. Could we allow clients/prospects to schedule appts directly from our company's website

    58 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  19. Add Contact Name to Notification Subject Line

    86 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 

  20. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Leo O'Connor Jr supported this idea  · 
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