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Osvaldo Cisneros

← Customer Feedback for Redtail Technology

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88 results found

  1. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  2. Reports > Contacts > No Contact > Add Writing Advisor Filed

    27 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Please add the ability to create folders in the document tab of a contact.

    19 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  4. Financials' Section - Customizable Labels

    17 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  5. Client Review Revamp!!

    63 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. Financial Planning Tab in Clients

    24 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Tasks, Activities, and Events

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

  8. tasks

    18 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Tasks in Redtail

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Create workflow or task from email

    8 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  11. In Document storage it would be helpful to set up folders to categorize different documents

    21 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  12. Ooma Integration

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

  13. Personal Profile

    19 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  14. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  15. Additional family options (not in the 'Membership' page)

    72 votes
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    5 comments  ·  Redtail CRM » Family  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  17. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    22 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  18. Please add Memberships to the Profile Form

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

  19. Make the sub-Contact lists "movable"...especially Memberships

    22 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  20. Memberships - Titles, Phone #s and email

    19 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 
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