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Osvaldo Cisneros

← Customer Feedback for Redtail Technology

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88 results found

  1. Sorting in Memberships

    20 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  2. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  3. memberships

    127 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  4. Family Report

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

  5. Family Tree Mapping

    57 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Osvaldo Cisneros supported this idea  · 

  6. Redtail Mobile App 3.0+ View Household Members

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

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

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

  8. Customize Dashboard

    38 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. customize financial information

    17 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  · 

  10. 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  · 

  11. 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  · 

  12. Activity notes in mobile app

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

  13. activity from email, email from activity

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

  14. Workflow - Linked Accounts

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

  15. 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  · 

  16. Outlook 365 Integration

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

  17. Outlook email to Redtail integration for adding tasks

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

  18. Outlook integration

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

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

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

  20. 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  · 
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