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Kay Williams

← Customer Feedback for Redtail Technology

My feedback

67 results found

  1. Opportunities on RT Calendar

    66 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  2. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Add the option to have alerts / push notifications sent directly to the device

    414 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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  4. Ability to send broadcast email as the advisor

    103 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  5. 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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  6. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  7. Assiging multiple users to a task/activity

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  8. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  9. When creating new activity, give users the option to make the "more details page" the default.

    782 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams supported this idea  · 

  11. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  12. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  13. Pin a note at the same time you create it

    54 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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  14. RMD Ages in Contact Information

    78 votes
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    7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  15. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Kay Williams supported this idea  · 

  16. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kay Williams supported this idea  · 

  17. Opportunities should have at least 3 date fields

    135 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  18. complete activities from calendar view

    110 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  19. adding multiple contacts to an activity

    126 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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  20. Add Opportunity Notes to Linked Contacts

    149 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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