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← Customer Feedback for Redtail Technology

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42 results found

  1. Activity - "Waiting for" field

    20 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Option to automatically rollover activity

    1,272 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. When one activity is added it can trigger another activity to be created

    26 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Email Notification (Activity Assigned)

    100 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  5. Activity Completed Trigger

    288 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. Activity Pinning

    22 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. activity

    29 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. activity in use alert

    31 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Only one user editing a Task at a time

    32 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.

    9 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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  11. when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the fie

    8 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  12. Trusted Contact

    203 votes
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    16 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  13. Trusted Contact Field on Contact Card

    68 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  14. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    31 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  15. Contact Card

    35 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  16. Create follow up from a note, when adding the note to another activity

    6 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  17. Add a timestamp or timeline to Financial's

    12 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  18. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  19. archive client

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  20. Primary/Lead and Secondary/Assist "assigned to" options for Activities

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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