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Shannon Astrike

← Customer Feedback for Redtail Technology

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4 results found

  1. multiple contact status and categories

    21 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shannon Astrike commented  · 

    I agree with this suggestion. We are a financial planning office. We provide many different investment options / services to clients (categories) Many of our clients use multiple services (tax, Financial planning, 529 accounts, IRAs, 401ks, etc) so would be nice to select multiple categories and be able to run reports off of those.

    Shannon Astrike supported this idea  · 

  2. Primary Financial Rep - from Redtail to AW

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Shannon Astrike shared this idea  · 

  3. 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
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shannon Astrike supported this idea  · 

  4. Office 365 links to documents

    33 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Shannon Astrike supported this idea  · 

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