Skip to content

Joe

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Contact by AUM report

    70 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    7 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Joe commented  · 

    The Contacts by AUM report is one of the most valuable reports, but is of sub-par usefulness without an option to combine families, since the family unit is usually how advisers rank their clients.

    Joe supported this idea  · 

  2. Sorting of "Activities"

    182 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Joe supported this idea  · 

Feedback and Knowledge Base

(thinking…)