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Christina G

← Customer Feedback for Redtail Technology

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9 results found

  1. ability to search emails that are archiving into our CRM

    3 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Christina G shared this idea  · 

  2. Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.

    6 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Christina G shared this idea  · 

  3. Please add the ability to see ORION reporting on the mobile app

    3 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Christina G shared this idea  · 

  4. Activity notes in mobile app

    41 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Christina G supported this idea  · 

  5. Orion Household Linking for Spouses

    10 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Christina G supported this idea  · 

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

    17 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Christina G supported this idea  · 

  7. Householding Data

    4 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Christina G supported this idea  · 

  8. biometrics

    7 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Christina G supported this idea  · 

  9. udfs mobile

    9 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Christina G supported this idea  · 

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