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Chloe Williams

← Customer Feedback for Redtail Technology

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44 results found

  1. Edit Notes

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Chloe Williams supported this idea  · 

  2. Improved Functionality for Linked Account Detail Labels

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chloe Williams supported this idea  · 

  3. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    251 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chloe Williams commented  · 

    We're coming up on 10 years since this great suggestion. Any update????

    Chloe Williams supported this idea  · 

  4. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Chloe Williams supported this idea  · 

  5. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Chloe Williams supported this idea  · 

  6. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chloe Williams supported this idea  · 

  7. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Chloe Williams supported this idea  · 

  8. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Chloe Williams supported this idea  · 

  9. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Chloe Williams supported this idea  · 

  10. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chloe Williams supported this idea  · 

  11. 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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    Chloe Williams supported this idea  · 

  12. Option to automatically rollover activity

    1,264 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chloe Williams supported this idea  · 

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

    1,413 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Chloe Williams supported this idea  · 

  14. Employer Plan Management

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chloe Williams shared this idea  · 

  15. Employer Field - Add dropdown feature to list Employers the user can select from

    17 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chloe Williams supported this idea  · 

  16. Add an Estate Planning Tab

    106 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Chloe Williams supported this idea  · 

  17. When adding employment to a client please don’t automatically create a separate contact for the employer

    61 votes
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    8 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Chloe Williams supported this idea  · 

  18. Employer Switch to Former Employer

    36 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Chloe Williams supported this idea  · 

  19. Trusted Contact Field on Contact Card

    65 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chloe Williams supported this idea  · 

  20. Trusted Contact

    198 votes
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    16 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chloe Williams supported this idea  · 
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