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Katie

← Customer Feedback for Redtail Technology

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59 results found

  1. adult children

    110 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Katie supported this idea  · 

  2. Make a "this was a client review" check box in notes and activities

    110 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Katie supported this idea  · 

  3. Notes - Click Button to Add to Household

    122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie commented  · 

    It's six years later and I would like to state that this is SO needed to prevent frustration with our advisors and staff.

    Katie supported this idea  · 

  4. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Katie supported this idea  · 

  5. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Katie supported this idea  · 

  6. add a workflow to bulk actions

    142 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Katie supported this idea  · 

  7. Add Opportunity Notes to Linked Contacts

    155 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Katie supported this idea  · 

  8. Expand Automation Options

    155 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Katie supported this idea  · 

  9. Pinned note(s) show first on main Contact Screen Note Box

    176 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie supported this idea  · 

  10. Tracking maiden names and name changes.

    183 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Katie supported this idea  · 

  11. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    184 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Katie supported this idea  · 

  12. Albridge Feed Missing Company Name and Registration Type

    190 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Katie supported this idea  · 

  13. Searching Departments in Business Records

    189 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Katie supported this idea  · 

  14. Sorting of "Activities"

    199 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Katie supported this idea  · 

  15. Add a 'Contact Category Change' Trigger Event for Automations

    205 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Katie supported this idea  · 

  16. Need a spot to add beneficiary info without creating beneficiary as a contact.

    214 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Katie supported this idea  · 

  17. Custom Trigger Events

    217 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Katie supported this idea  · 

  18. 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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    Katie supported this idea  · 

  19. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    251 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Katie supported this idea  · 

  20. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Katie supported this idea  · 
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