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← Customer Feedback for Redtail Technology

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20 results found

  1. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    First we have to add an activity then create it. Aren't we creating as we add?

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    Anonymous commented  · 

    Since the update, you have made us now have another step to creating an activity. Why isn't there room for notes on the first activity page you come to? Why do we now have to hit another button to put in notes for the activity? Seems less efficient.

    Anonymous supported this idea  · 

  2. Please add search feature to Beneficiary

    46 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    or memberships

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    Anonymous commented  · 

    Please have any name entered on all contacts (accounts) be able to be searched. For Example: under adding accounts, beneficiaries are listed but not able to be searched.

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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  4. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  7. add a designated beneficiary area for beneficiary information.

    108 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  8. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  9. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  11. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    100 votes
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    5 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  12. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

  13. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  14. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  15. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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  16. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  17. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  18. Filter client reviews and birthdays by user

    152 votes
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    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  19. Duplicates in email history

    135 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  20. conference room availability

    105 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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