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Anonymous

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Have the ability to move workflow tasks out of order

    19 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. auto save notes

    42 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  3. favorites

    73 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous supported this idea  · 

  4. workflow

    34 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  5. Combined Email History and Note Report for Household

    16 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  6. Workflow Management

    8 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  7. work on more than one step at a time

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  8. App notes

    12 votes
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    2 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous supported this idea  · 

  9. need all fields available to select from for custom reporting

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

    I don't understand why we don't have all the fields available. I went through the trouble to add the networth and other financial info under KYC but can't export the data for compliance. Why????

    Anonymous supported this idea  · 

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