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Emma Simmons

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. Simple email link to household without archiving

    10 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Emma Simmons supported this idea  · 

  2. BCC email archive for client email history

    30 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Email collaboration

    9 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  4. On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor

    21 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emma Simmons supported this idea  · 

  5. Link different steps in a workflow to different clients

    22 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Emma Simmons supported this idea  · 

  6. Enable Custom Columns on Today Screen - We Don't Use Location

    35 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Emma Simmons supported this idea  · 

  7. Mail Merge - All Fields Available

    60 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Emma Simmons supported this idea  · 

  8. Custom View

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Emma Simmons supported this idea  · 

  9. Add a custom form feature

    25 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Emma Simmons supported this idea  · 

  10. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Emma Simmons supported this idea  · 

  11. Adding RMD INFO. Tab - nexto Misc Client Info

    25 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Emma Simmons supported this idea  · 

  12. Adding Deceased's information on Account page for Bene IRA Profile

    33 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Emma Simmons supported this idea  · 

  13. Relationship between households

    73 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Emma Simmons supported this idea  · 

  14. Allow clients to self-schedule appointments directly through Redtail

    84 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Emma Simmons supported this idea  · 

  15. Add a "Team" option when assigning new Tasks/Activities

    29 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emma Simmons supported this idea  · 

  16. checklist

    99 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emma Simmons shared this idea  · 

  17. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    370 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Emma Simmons supported this idea  · 

  18. Workflow Flow Chart

    343 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Emma Simmons supported this idea  · 

  19. Outcome of one workflow feed into another workflow

    483 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Emma Simmons supported this idea  · 

  20. Add an Estate Planning Tab

    97 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Emma Simmons supported this idea  · 
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