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S Hickman

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Account Reports: "As of" date for account balances and positions

    2 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    S Hickman supported this idea  · 

  2. CUSTOM EXPORT TEMPLATE

    20 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    S Hickman supported this idea  · 

  3. Please consider making "Discretionary" a field for custom export.

    10 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    S Hickman supported this idea  · 

  4. Ability to export ALL account information

    16 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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  5. Add a report to print beneficiaries by Household

    3 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    S Hickman supported this idea  · 

  6. add "Memberships" to custom exports

    13 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    S Hickman supported this idea  · 

  7. Filter Activity Reports by contact status

    49 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    S Hickman commented  · 

    Add filter in Activity Report for client status

    S Hickman supported this idea  · 

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