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Martial Frindethie

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Martial Frindethie supported this idea  · 

  2. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Martial Frindethie supported this idea  · 

  3. 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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    Martial Frindethie supported this idea  · 

  4. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Martial Frindethie supported this idea  · 

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

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Martial Frindethie supported this idea  · 

  6. 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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    Martial Frindethie supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Martial Frindethie supported this idea  · 

  8. UDFs should be able to be used in the advanced search feature.

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Martial Frindethie commented  · 

    So, is this platform where ideas go to die?!? 429 votes and still no action here seems ridiculous.

    Martial Frindethie supported this idea  · 

  9. Reports > Contacts > No Contact > Add Writing Advisor Filed

    33 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Martial Frindethie supported this idea  · 

  10. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Martial Frindethie supported this idea  · 

  11. Client Review Reminder

    79 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Martial Frindethie supported this idea  · 

  12. customize financial information

    20 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Martial Frindethie supported this idea  · 

  13. Additional/ Customizable Fields in the KYC Financials Tab

    17 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Martial Frindethie supported this idea  · 

  14. Portfolio Reporting

    303 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Martial Frindethie supported this idea  · 

Feedback and Knowledge Base

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