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← Customer Feedback for Redtail Technology

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38 results found

  1. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  2. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. 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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  4. Edit 'Outcomes' in Workflows tool

    162 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Tag Group and and Client Lists - Data Export and Printing Options

    100 votes
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    15 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  6. On the contact search results page make the columns sort-able.

    104 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  7. 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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  8. 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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    Anonymous commented  · 

    This would be a great improvement. Completed activities should be sorted newest to oldest. Even better, add the sorting back to the columns and let users choose how we view completed activities.

    Anonymous supported this idea  · 

  9. Membership

    51 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous commented  · 

    Agreed! Can you also please alphabetize the memebership dropdown list? Save us some time searching.

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    Anonymous commented  · 

    This would be great - Memberships should show up on that page with the dependent family. Clients have brothers and sisters and other family members that are not dependent. IT would be much easier to have ALL related people show up in one location.

  10. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    Also, designations aren't always a percentage, sometimes they are specific dollar amounts. It would be nice if the percentages didn't round to a whole number too. If we type in 16.67%, it should show that way on the accounts page instead of rounding every bene up to the next whole number.

  11. 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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  12. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  13. 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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  14. Triggers

    260 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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  15. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  16. 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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  17. Run a Notes report with select notes only

    75 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  18. Tracking maiden names and name changes.

    183 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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