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Katie

← Customer Feedback for Redtail Technology

My feedback

58 results found

  1. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Katie supported this idea  · 

  2. Triggers

    260 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Workflow automation to create Activities

    343 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Katie supported this idea  · 

  5. Add Additional Fields to the Client Review Section

    368 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Katie supported this idea  · 

  6. Dynamic Workflow Due Dates

    420 votes
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    21 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Katie supported this idea  · 

  7. Billable Time Tracking

    388 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Katie supported this idea  · 

  8. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie supported this idea  · 

  9. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Katie supported this idea  · 

  10. Automation templates & recurring workflows

    550 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Katie supported this idea  · 

  11. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    2,298 votes
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    167 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Katie supported this idea  · 

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

    1,416 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  13. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    107 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  14. Show Linked Contact in Calendar view versus saying "2 Contacts"

    147 votes
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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Katie supported this idea  · 

  15. Automation Trigger Event: Client Age

    108 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Katie supported this idea  · 

  16. Should be able to notify more than just one user when imputing a new note

    39 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Katie supported this idea  · 

  17. For Notes - Notify "Servicing Advisor"

    18 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Katie supported this idea  · 

  18. Notify User

    40 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie supported this idea  · 

  19. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Katie supported this idea  · 

  20. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Katie supported this idea  · 
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