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Osvaldo Cisneros

← Customer Feedback for Redtail Technology

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  1. allow Face ID as a way to sign in to the mobile app

    12 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  2. Customize Dashboard

    43 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  3. customize financial information

    20 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Osvaldo Cisneros commented  · 

    I think being able to customize financial information fields will be greatly beneficial. As mentioned, different broker-dealers have different verbiage, so being able to customize that to help with order processing would be appreciated

    Osvaldo Cisneros supported this idea  · 

  4. View full contact name in mobile app

    18 votes
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    2 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Osvaldo Cisneros commented  · 

    Just copy Wealthbox's mobile app interface

    Osvaldo Cisneros supported this idea  · 

  5. Add workflows to Mobile App

    20 votes
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    2 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  6. Activity notes in mobile app

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

  7. activity from email, email from activity

    44 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  8. Workflow - Linked Accounts

    128 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  9. Keyword and Contact Card Placement

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

  10. Outlook 365 Integration

    72 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  11. Outlook email to Redtail integration for adding tasks

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

  12. Outlook integration

    75 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  13. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  14. Office 365 links to documents

    33 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  15. 'Assigned to' Activity Column Viewing

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

  16. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    233 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  17. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

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

  18. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

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

  19. Improve Document Organization

    29 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Osvaldo Cisneros shared this idea  · 

  20. Autogenerated fields based on age criteria

    38 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 
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