Angela Locke

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Angela Locke commented  · 

    ...especially since states don't issues passports.

    An error occurred while saving the comment
    Angela Locke commented  · 

    You should allow for a country to be listed as the Passport Issuer for clients who are non-US citizens and provide their Passport as their ID.

    An error occurred while saving the comment
    Angela Locke commented  · 

    You should allow for a country to be listed as the Passport Issuer for clients who are non-US citizens and provide their Passport as their ID.

    Angela Locke supported this idea  · 

  2. 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

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Angela Locke commented  · 

    The first time a comment is saved to a note, the "Comments (1)" should turn a more noticeable color. The current blue blends in with the Actions link and the window at large.

    Angela Locke supported this idea  · 

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

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Angela Locke supported this idea  · 

  4. Develop a feature that allows us to delete spam in our quarantine queue rather than have to keep it there for 96 hours

    6 votes
    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
    How important is this to you?
    Angela Locke supported this idea  · 

  5. Add fields to comply with the "know your client" FINRA requirements

    145 votes
    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Angela Locke supported this idea  · 

  6. Laser App - Head of House info populate for spouse

    166 votes
    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Angela Locke supported this idea  · 

  7. Home address vs. other preferred mailing address

    40 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Angela Locke shared this idea  · 

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