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← Customer Feedback for Redtail Technology

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  1. Font size

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

  2. adding images to emails

    46 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Ability to Re-Organize Menu

    38 votes
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    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
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    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

    183 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Add the option to have alerts / push notifications sent directly to the device

    414 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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  7. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 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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