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Carlton & Company Financial

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7 results found

  1. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Carlton & Company Financial supported this idea  · 

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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Carlton & Company Financial supported this idea  · 

  3. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carlton & Company Financial supported this idea  · 

  4. DST Vision Integration

    110 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Carlton & Company Financial commented  · 

    This integration would save us so much time from the tedious work of adding the accounts manually in Redtail. Would love to see it as an added feature.

    Carlton & Company Financial supported this idea  · 

  5. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

    10 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Carlton & Company Financial supported this idea  · 

  6. Activities - Linking Spouse/Significant other

    49 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Carlton & Company Financial supported this idea  · 

  7. checklist

    117 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Carlton & Company Financial supported this idea  · 

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