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Osvaldo Cisneros

← Customer Feedback for Redtail Technology

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88 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

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. Change First Review to Last Review under Client Review

    454 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. Link email to notes/activities

    657 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  7. Automations: Make the Know your Client Review Date a Trigger Event

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

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

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  10. Option to automatically rollover activity

    1,246 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  12. RMD Value & Information section

    1,970 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  13. adult children

    102 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  14. Edit Notes

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

    27 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  16. Task list

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

    21 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  18. 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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  19. 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  · 

  20. banking

    7 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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