Anonymous

← Customer Feedback for Redtail Technology

My feedback

14 results found

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

    792 votes
    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
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    or memberships

    An error occurred while saving the comment
    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

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

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Add more fields under beneficiaries

    495 votes
    15 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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  7. add a designated beneficiary area for beneficiary information.

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

  8. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  10. Activities saved as draft

    332 votes
    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  11. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  12. Automations: Make the Know your Client Review Date a Trigger Event

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

  13. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  14. conference room availability

    108 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

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