Toni-Lynn

← Customer Feedback for Redtail Technology

My feedback

25 results found

  1. customize contact home page template

    64 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  2. Customize Dashboard

    41 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  3. Activities - Linking Spouse/Significant other

    49 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  4. banking

    7 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  5. Notes

    30 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  6. checklist

    117 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  7. speak window

    36 votes
    1 comment  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  8. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  9. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  10. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  11. Switching Family Head

    36 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  12. Deceased Client with no Family except a Sister or Brother - How to Link them together

    7 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  13. Add a field

    12 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  14. add dependents

    26 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  15. Household Documents

    23 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  16. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    19 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  17. Divorced Couples with Children

    32 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  18. Relationship between households

    85 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  19. Household names and labels

    29 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn supported this idea  · 

  20. Family/Membership Custom Option

    19 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Toni-Lynn shared this idea  · 
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