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Heath Echols

← Customer Feedback for Redtail Technology

My feedback

21 results found

  1. Add the ability to add users to a team from the USER side vs team by team

    13 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  2. Filtering Reminders

    27 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  3. Ability to Re-Organize Menu

    38 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  4. dark mode

    204 votes
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    6 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  5. Export requests need to run in the background

    169 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  6. Red is a distressing color, please allow alternative colors like blue.

    21 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols commented  · 

    Our CRM should fit our company's brand....not yours.

    Heath Echols supported this idea  · 

  7. Please add a preference option to make the left menu collapsible

    10 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  8. Remove default options in database lists

    26 votes
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    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  9. Hide Default Categories (AGAIN)

    21 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  10. Manage Database List

    16 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Heath Echols supported this idea  · 

  11. Please give us a way to modify the order of options on the left menu bar.

    19 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heath Echols commented  · 

    Yes, please. The service team is much more important than Licenses and Recruiting.

    Heath Echols supported this idea  · 

  12. Notify Team Default

    9 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Heath Echols commented  · 

    Or automatically notify the users that are in service team Roles...Advisor, Associate Advisor and CSA.

    Heath Echols supported this idea  · 

  13. Email Notifications- Activities vs. Notes

    25 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Heath Echols supported this idea  · 

  14. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heath Echols commented  · 

    Really hard to believe that this has not been implemented. Bury whatever these are in the Membership/Roles section and bring Advisor, Associate Advisor and CSA to the Contact Details section.

    Heath Echols supported this idea  · 

  15. it would be nice for the house icon to pop up next to client's name in Search Box, so we know where to find the detailed Notes.

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Heath Echols supported this idea  · 

  16. Include client in automation emails

    9 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Heath Echols commented  · 

    This is very needed. It is silly to have an email sent when an activity is entered, but not show the name of the client in the sent email.

    Heath Echols supported this idea  · 

  17. Have an Interest Rate Field for Liabilities

    1 vote
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Heath Echols shared this idea  · 

  18. Bulk Data Uploads/Updates

    21 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Heath Echols commented  · 

    We should be able to upload CSV files ourselves without emailing them in an unsecure way and waiting for it to be processed.

    Heath Echols supported this idea  · 

  19. starting an automation from a note template

    16 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Heath Echols commented  · 

    Yes! If a client calls and you talk to them it is something that happened in the past and should be able to trigger an automation.

    Heath Echols supported this idea  · 

  20. Have an automation to set Roles based on Writing Advisor

    48 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Heath Echols supported this idea  · 
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