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← Customer Feedback for Redtail Technology

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158 results found

  1. RMD Value & Information section

    1,999 votes
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    99 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  2. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  3. Contact Details - Add Retired/Retiring As Of Option

    41 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  4. Enable user defined fields to have a customizable order

    134 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    737 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  8. Triggers

    260 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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  9. add a workflow to bulk actions

    142 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  10. Allow Tasks to be moved between workflow Steps

    618 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. Memberships - Titles, Phone #s and email

    19 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  12. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    51 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  13. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  14. UDFs should be able to be used in the advanced search feature.

    441 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  15. synchronize wedding anniversary

    64 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  16. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  17. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    118 votes
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    14 comments  ·  Redtail CRM » Notes  ·  Admin →
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  18. Documents

    193 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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