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Osvaldo Cisneros

← Customer Feedback for Redtail Technology

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  1. 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  · 

  2. 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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    Osvaldo Cisneros supported this idea  · 

  3. Link Bank Account to Investment Accounts

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

  4. Bank Account Type

    19 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  5. Primary Bank

    11 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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  6. Print Full Activity Details, Including Linked Notes

    27 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  7. ACTIVITY NOTE

    15 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  8. notes in activity

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  9. User Interface

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Osvaldo Cisneros shared this idea  · 

  10. User Rights - Edit Contact Records

    24 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  11. Contact Details - Add Retired/Retiring As Of Option

    37 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  12. Linked Documents in Activity from Imaging

    16 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  13. In Redtail Imaging, add the ability to edit a document directly within Redtail Imaging.

    8 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  14. Account Type Label for Notes/Acitivity

    3 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros shared this idea  · 

  15. Notes and account(s) linked within an activity

    37 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  16. Activity Notes Linked to Account

    36 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  17. Search Notes by linked account number

    36 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  18. Contacts > Accounts > Display Account Title/Name

    44 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Osvaldo Cisneros supported this idea  · 

  19. Edit/customize account information fields within an account type

    24 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  20. account status

    22 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 
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