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Rachel

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Notify User in Note

    91 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

    385 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

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Workflow - Linked Accounts

    128 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.

    121 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

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

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rachel supported this idea  · 

  11. Have Household Keywords

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

Feedback and Knowledge Base

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