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← Customer Feedback for Redtail Technology

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83 results found

  1. Email a document from the CRM Document Storage section

    49 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  2. save clone and complet activity

    33 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  3. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    89 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. global search

    18 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  5. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  6. Improve contact search.

    100 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  7. activity scroll

    12 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous shared this idea  · 

  8. custom lables on contact info

    6 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous shared this idea  · 

  9. When entering a Social Security Number, the field auto populates the dashes. Can this feature be added to all date fields?

    33 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  10. search note

    51 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  12. Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.

    26 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. Non-Qualified

    50 votes
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    2 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!

  14. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous commented  · 

    Also, please allow us to filter by Status and Category. For example, I want to be able to look at active client's BDay, not former clients, Do not Contact records, or prospect/leads. But have the option to select each category as needed.

    Anonymous supported this idea  · 

  15. It would be extremely efficient for our office to be able to filter notes on the dashboard by user.

    23 votes
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    4 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Anonymous supported this idea  · 

  16. save and clone loop

    19 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  17. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 

  18. Seminar cost

    31 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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    Anonymous supported this idea  · 

  19. Create a Client Review at the Household Level

    111 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  20. List the day of the week - Activities

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 
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