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Ray Tucker

← Customer Feedback for Redtail Technology

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6 results found

  1. Preferred Call Time & Phone Number

    7 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Ray Tucker supported this idea  · 

  2. add a new word to status

    6 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ray Tucker supported this idea  · 

  3. insurance ownership

    4 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ray Tucker shared this idea  · 

  4. account status

    21 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Ray Tucker commented  · 

    I agree 100% with this idea. It will help by allowing a quick glance if a policy lapsed, surrendered, death claim without having to open the account.

  5. Add employer name and address to Employments section of Know Your Client, so it's exportable to Laser App.

    4 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  6. 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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    Ray Tucker supported this idea  · 

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