T. Newquist

← Customer Feedback for Redtail Technology

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14 results found

  1. Customizable Landing Page

    26 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    T. Newquist supported this idea  · 

  2. account status

    22 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    T. Newquist supported this idea  · 

  3. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    T. Newquist supported this idea  · 

  4. From Workflow to Workflow

    90 votes
    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    T. Newquist supported this idea  · 

  5. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

    52 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    T. Newquist supported this idea  · 

  6. link documents to workflow tasks

    38 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    T. Newquist supported this idea  · 

  7. link notes to workflow

    44 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    T. Newquist supported this idea  · 

  8. Workflow - Linked Accounts

    125 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    T. Newquist supported this idea  · 

  9. Turn off auto creation of employer records

    56 votes
    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    T. Newquist commented  · 

    This feature option would be greatly appreciated. However, if auto creation of employer contact record toggle on/off is an option or not -- having the system auto link all client's tied to that employer would be extremely useful.

    T. Newquist supported this idea  · 

  10. Create a spot on the client contact screen to blotter checks received.

    19 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    T. Newquist commented  · 

    Or... modify the existing transaction fields:
    Trade Type > Rename to "Transaction Type" > Field options: Buy, Sell, Deposit, Other
    Trade Date > Rename to "Transaction Date"
    Add document upload link to add scanned check copy (which we are required to retain) or written instructions from client.

    An error occurred while saving the comment
    T. Newquist commented  · 

    the Transaction record functionality could also be a useful place to log check receipts and run blotter reports. Possibly a Transaction Record Type option could be added eg: Trade, Check receipt, Other..

    T. Newquist supported this idea  · 

  11. Gift Log

    42 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    T. Newquist supported this idea  · 

  12. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    65 votes
    3 comments  ·  Redtail CRM » Templates  ·  Admin →
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    T. Newquist supported this idea  · 

  13. customize contact home page template

    64 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    T. Newquist supported this idea  · 

  14. notes comments should be viewable on the notes screen without having to click on them

    50 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    T. Newquist supported this idea  · 

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