Anonymous

← Customer Feedback for Redtail Technology

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7 results found

  1. Font size

    22 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Anonymous supported this idea  · 

  2. adding images to emails

    49 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  3. Ability to Re-Organize Menu

    41 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous commented  · 

    This is similar to: https://feedback.redtailtechnology.com/forums/281220-redtail-crm/suggestions/42815348-please-give-us-a-way-to-modify-the-order-of-option#comments

    Anonymous supported this idea  · 

  4. Please give us a way to modify the order of options on the left menu bar.

    22 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Specifically I would like to see the Workflows menu available under Activities but the ability to customize this menu by User would be awesome but by company would be great too!

    Anonymous supported this idea  · 

  5. Add roles to the main page for a contact

    186 votes
    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  6. Add the option to have alerts / push notifications sent directly to the device

    414 votes
    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Anonymous supported this idea  · 

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

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    Agree w/ extended family tree! I would love to help my team see how relationships are intertwined. We had a client for over 20 years, she passed away but her four kids remained plus brought over more assets. It is a $2.5MM relationship with 24 accounts now! We have kids/wives + grandchildren/husbands + great grandbabies and 529s! I used Meister Task to help my team see all of this as w/ name changes, it is even harder to tell who is related to whom. So, certainly would love a 'non dependent' option to link family members w/o duplicating records.

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