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Courtney Hill

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email do

    3 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Courtney Hill shared this idea  · 

  2. duplicate e-mail

    3 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Courtney Hill shared this idea  · 

  3. check a box to update the spouse's Know Your Client

    28 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Courtney Hill supported this idea  · 

  4. Please add highlighting ability to Activities.

    32 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Courtney Hill supported this idea  · 

  5. Activity order should not shuffle on the activities tab

    41 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Courtney Hill supported this idea  · 

  6. It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, fo

    3 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Courtney Hill shared this idea  · 

  7. Albridge Feed Missing Company Name and Registration Type

    184 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Courtney Hill supported this idea  · 
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    Courtney Hill commented  · 

    I agree!! Albridge is already sending the data, so I think the script could be updated to place account type, owner, and custodian on the "accounts" page. Clicking in to each account for that information is highly inefficient.

  8. Albridge Integration

    3 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Courtney Hill commented  · 

    I agree!! Albridge is already sending the data, so I think the script could be updated to place account type, owner, and custodian on the "accounts" page. Clicking in to each account for that information is highly inefficient.

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