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Kurt Reif

← Customer Feedback for Redtail Technology

My feedback

6 results found

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

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Kurt Reif commented  · 

    Can we also make the "Contact Is" their job title?

    Kurt Reif supported this idea  · 

  2. Zimbra

    359 votes
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    43 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Kurt Reif supported this idea  · 

  3. Professional Contacts

    31 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kurt Reif supported this idea  · 

  4. Job Title listed under Linked Contact Is in Membership

    51 votes
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    11 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Kurt Reif commented  · 

    This would also be great with my Broker Dealer. Now I would know that Joe Smith is head of compliance and Joe Smith Sr is in Suitability.

    Kurt Reif shared this idea  · 

  5. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kurt Reif commented  · 

    Previously, we would be able Bulk Add workflows. This worked great when we had 18 client meetings needed to set for August where we have a workflow to partition work. The previous version of Redtail had this feature. Tailwag does not. A new feature, using the drop down box to Add a work flow would be nice. Next to add a Activity... Note.

    Kurt Reif supported this idea  · 

  6. Add Revenue to the Opportunities dashboard and reports

    379 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kurt Reif supported this idea  · 

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