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Rachel

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Notify User in Note

    85 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rachel shared this idea  · 

  2. Risk tolerance options in Redtail Tailwag

    153 votes
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    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rachel supported this idea  · 

  3. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rachel supported this idea  · 

  4. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Workflow - Linked Accounts

    125 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rachel supported this idea  · 

  6. add a designated beneficiary area for beneficiary information.

    114 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Beneficiary Report

    107 votes
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    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  8. Expand Automation Options

    151 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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  9. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rachel supported this idea  · 

  11. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rachel supported this idea  · 

  12. Have Household Keywords

    36 votes
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    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
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    Rachel shared this idea  · 

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