TJ Bryson

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Beneficiary Report

    107 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    TJ Bryson commented  · 

    I hope this will be visited again soon as there are comments from 2013... 2016... 2017... 2020... Any export feature for beneficiaries at this point would be great!

    TJ Bryson supported this idea  · 

  2. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    81 votes
    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    TJ Bryson supported this idea  · 

  3. Report that will run last Client Review date

    59 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    TJ Bryson supported this idea  · 

  4. Change First Review to Last Review under Client Review

    458 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    TJ Bryson commented  · 

    Are there any updates on adding this feature?

    TJ Bryson supported this idea  · 

  5. DST Vision Integration

    110 votes
    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    TJ Bryson commented  · 

    This would be an awesome addition!

    TJ Bryson supported this idea  · 

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