JD

← Customer Feedback for Redtail Technology

My feedback

94 results found

  1. Link Account to Multiple Contacts

    104 votes
    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    JD supported this idea  · 

  2. Be able to remove account types we don't use

    18 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  3. add a new word to status

    10 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  4. family tree & relationship within client profile

    7 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  5. Create insurance account pages that actually make sense with insurance reports

    9 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  6. Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?

    19 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  7. Add Types of Accounts (Insurance/Investment)

    18 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  8. identify what accounts have been linked after running auto link

    4 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  9. Copy Account Feature

    6 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  10. Account Tab - Beneficiary report - autofill

    6 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  11. account ownership

    4 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  12. Show individual portfolio balance and household balance on client page

    4 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  13. Combine accounts with multiple funds

    4 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  14. jennifer@sca-team

    3 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  15. account product

    9 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  16. jd.koyle@allegisfp.com

    3 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    JD shared this idea  · 

  17. automation

    10 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  18. Add a Trigger Event for Automations for Calendar Entry- change or completion

    15 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  19. jd.koyle@allegisfp.com

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    JD shared this idea  · 

  20. jd.koyle@allegisfp.com

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    JD shared this idea  · 
← Previous 1 3 4 5

Feedback and Knowledge Base

(thinking…)