Rachel

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Notify User in Note

    85 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Rachel shared this idea  · 

  2. Risk tolerance options in Redtail Tailwag

    153 votes
    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Rachel supported this idea  · 

  3. Billable Time Tracking

    380 votes
    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Rachel supported this idea  · 

  4. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

  5. Workflow - Linked Accounts

    125 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Rachel supported this idea  · 

  6. add a designated beneficiary area for beneficiary information.

    117 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  7. Beneficiary Report

    107 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  8. Expand Automation Options

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

  9. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  10. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Rachel supported this idea  · 

  11. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Rachel supported this idea  · 

  12. Have Household Keywords

    36 votes
    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
    How important is this to you?
    Rachel shared this idea  · 

Feedback and Knowledge Base

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