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Osvaldo Cisneros

← Customer Feedback for Redtail Technology

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82 results found

  1. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  6. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  9. adult children

    110 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  10. Edit Notes

    174 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. My Workflow Tasks Page - Task Hyperlink Should Open Task

    27 votes
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    Reviewed  ·  1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  12. Task list

    105 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  13. Client Record/Personal Info Automation

    21 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  14. Link Banking information to more than one contact

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

  15. Add additional fields uner the Bank tab that allows us to categorize type (ie checking, savings, money market), title, and voided checks

    8 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  16. banking

    7 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  17. Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )

    10 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  18. In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.

    18 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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  19. Link Bank Account to Investment Accounts

    16 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  20. Bank Account Type

    22 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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