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Derek

← Customer Feedback for Redtail Technology

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6 results found

  1. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Derek supported this idea  · 

  2. Link Account to Multiple Contacts

    102 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Derek supported this idea  · 

  3. Link ALL accounts to an activity with one click

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Derek supported this idea  · 

  4. when linking accounts to activities can you add ability to link multiple accounts at a time

    58 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Derek supported this idea  · 

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

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Derek supported this idea  · 

  6. Include Trusts in the Family Portfolio Value

    254 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Derek commented  · 

    When you have a irrevocable trust as part of the family assets and you have linked that contact through "membership" being able to have the account balance and information pull through to the Portfolio Balance of the household members, and when in the lead house hold account having a link to that contact, like you do with family members

    Derek supported this idea  · 

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