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Rachel Matthews

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. workflow automation

    93 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Rachel Matthews supported this idea  · 

  2. workflows

    16 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rachel Matthews supported this idea  · 

  3. Add the date a workflow is created

    11 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Rachel Matthews supported this idea  · 

  4. Have the beneficiary report be customizable

    18 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rachel Matthews commented  · 

    I would like to be able to add fields that aren't currently on the report, such as the Tax Qualified type.

    Rachel Matthews supported this idea  · 

  5. Customizable Beneficiary Report

    22 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rachel Matthews supported this idea  · 

  6. Beneficiary Report

    2 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rachel Matthews shared this idea  · 

  7. Beneficiary report

    19 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rachel Matthews supported this idea  ·