charles

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. account creation date

    3 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    charles shared this idea  · 

  2. Customize Dashboard

    41 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    charles supported this idea  · 

  3. Add the option to have alerts / push notifications sent directly to the device

    414 votes
    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    charles supported this idea  · 

  4. notification of calendar activity

    56 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    charles supported this idea  · 

  5. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

    70 votes
    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    charles commented  · 

    This would be excellent. Wonder what prevents this from happening..

    charles supported this idea  · 

  6. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    charles supported this idea  · 

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