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← Customer Feedback for Redtail Technology

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37 results found

  1. Improve Document Organization

    26 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Aspen supported this idea  · 

  2. Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.

    4 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Aspen supported this idea  · 

  3. Two Different Date Fields on Documents

    3 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  4. add "Memberships" to custom exports

    9 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  5. UDFs to Trigger Automations

    3 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. UDF automation action item

    32 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Aspen supported this idea  · 

  7. Timeline Reporting

    3 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  8. Documents CRM

    27 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Aspen supported this idea  · 

  9. Link existing document to an activity or note.

    41 votes
    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Aspen supported this idea  · 

  10. linking documents

    88 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Aspen supported this idea  · 

  11. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Aspen supported this idea  · 

  12. Link Existing Documents to Notes

    3 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Aspen shared this idea  · 

  13. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Aspen supported this idea  · 

  14. permissions and roles

    57 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Aspen supported this idea  · 

  15. Additional/ Customizable Fields in the KYC Financials Tab

    14 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Aspen supported this idea  · 

  16. KYC

    13 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  17. 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

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Aspen supported this idea  · 
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