FP Sysadmin

← Customer Feedback for Redtail Technology

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10 results found

  1. Contacts By Professional Contact - Add 'Professional Contact' field to filter

    1 vote
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    FP Sysadmin shared this idea  · 

  2. Please add more robust tax report capabilities

    25 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    FP Sysadmin supported this idea  · 

  3. Please setup a two-way integration with Laserfiche.

    6 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    FP Sysadmin supported this idea  · 

  4. Family Tree Mapping

    57 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    FP Sysadmin supported this idea  · 

  5. UDF's at Household Level

    34 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    FP Sysadmin supported this idea  · 

  6. Provide report that would show info for all members of a family/household

    9 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    FP Sysadmin supported this idea  · 

  7. Family/Membership Custom Option

    19 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    FP Sysadmin supported this idea  · 

  8. Please make the Family ID (aka Household ID) visible when exporting data from Redtail.

    2 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    FP Sysadmin supported this idea  · 

  9. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    FP Sysadmin supported this idea  · 

  10. Bulk Actions for Professional Contacts

    1 vote
    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    FP Sysadmin shared this idea  · 

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