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Michelle Warneke

← Customer Feedback for Redtail Technology

My feedback

25 results found

  1. Speak app push notifications

    13 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Michelle Warneke shared this idea  · 

  2. Activity notes in mobile app

    41 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Michelle Warneke supported this idea  · 

  3. When searching text in notes, search comments as well.

    103 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Michelle Warneke commented  · 

    This is especially helpful for searching for tracking numbers recorded in comments

    Michelle Warneke supported this idea  · 

  4. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Michelle Warneke supported this idea  · 

  5. Need a spot to add beneficiary info without creating beneficiary as a contact.

    214 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Michelle Warneke supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Trusted Contact

    198 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Michelle Warneke supported this idea  · 

  8. Tracking maiden names and name changes.

    183 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Michelle Warneke supported this idea  · 

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

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Michelle Warneke supported this idea  · 

  10. Improve contact search.

    108 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Michelle Warneke supported this idea  · 

  11. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michelle Warneke supported this idea  · 

  12. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Michelle Warneke supported this idea  · 

  13. Removal of Tag Groups(Bulk Options)

    58 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Michelle Warneke supported this idea  · 

  14. Add More Marital Status Options

    48 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Michelle Warneke supported this idea  · 

  15. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Michelle Warneke supported this idea  · 

  16. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Michelle Warneke supported this idea  · 

  17. Customized Reports exported to PDF

    61 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  18. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  19. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michelle Warneke supported this idea  · 

  20. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michelle Warneke supported this idea  · 
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