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← Customer Feedback for Redtail Technology

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14 results found

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

    789 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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    3 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

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

    1,243 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Add more fields under beneficiaries

    495 votes
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    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

    1,275 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.

    117 votes
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    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
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  9. Make it possible to change a client's next review date without changing first review date!

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

  10. Activities saved as draft

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

  11. Age Based Triggers

    870 votes
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    26 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
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  13. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  14. conference room availability

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