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Kelly

← Customer Feedback for Redtail Technology

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20 results found

  1. memberships

    31 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Kelly supported this idea  · 

  2. Contact Card

    28 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Seeing ALL contacts per Activity instead of Hiding them

    67 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kelly supported this idea  · 

  4. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    79 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  5. please put names back and remove icon for multiple client names

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  6. view contacts on calendar

    90 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  7. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  8. When creating new activity, give users the option to make the "more details page" the default.

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  9. need all fields available to select from for custom reporting

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Kelly supported this idea  · 

  10. Age Based Triggers

    873 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kelly supported this idea  · 

  11. Option to automatically rollover activity

    1,246 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  12. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  13. RMD Value & Information section

    1,970 votes
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    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kelly supported this idea  · 

  14. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kelly supported this idea  · 

  15. 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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    Kelly supported this idea  · 

  16. I would like to track the results of my activities and run reports

    15 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  17. Please add highlighting ability to Activities.

    32 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  18. Search by criteria on Activities

    10 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  19. 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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    Kelly supported this idea  · 

  20. Advanced Search - Tiered Feature - Multiple Functions Under Specific Sets

    3 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kelly shared this idea  · 

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