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Jaclyn Bishop

← Customer Feedback for Redtail Technology

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16 results found

  1. Contacts > Accounts > all accts showing as "Other"?

    15 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Jaclyn Bishop supported this idea  · 

  2. Add zero balance accounts from Orion Feed

    10 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  3. contact redtail - contact us via computer (like Orion does)

    9 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  4. orion integration field mapping for two way integration

    25 votes
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    1 comment  ·  Redtail CRM » Other  ·  Admin →
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    Jaclyn Bishop commented  · 

    I thought I was the only one with this problem! I would prefer you could link at the registration level, rather than the household level, so you could link both members of the household separately.

    Jaclyn Bishop supported this idea  · 

  5. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

    16 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  6. Orion Integration Report

    34 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  7. checklist

    114 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  8. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  9. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  11. automation

    4 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  12. Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.

    38 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  13. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  15. Family member relationship

    60 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

  16. beneficiary

    20 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jaclyn Bishop supported this idea  · 

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