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← Customer Feedback for Redtail Technology

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5 results found

  1. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
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    23 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Anonymous commented  · 

    You can set Redtail database to "All Day" but there is no option for Imaging. It's a huge waste of time having to log back in every 15 minutes. The information in Imaging is no more important than what's in the database, so not sure it's a "security" issue? Please fix this!

    Anonymous supported this idea  · 

  2. Have RedTail send a Team Notify email when an activity is deleted from the calendar.

    11 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  3. Referral as a Trigger Event

    42 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  4. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  5. Add fields to comply with the "know your client" FINRA requirements

    145 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

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