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← Customer Feedback for Redtail Technology

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38 results found

  1. Improve contact search.

    104 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  3. 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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  4. Non-Qualified

    53 votes
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    3 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!

  5. I need additional Mail Merge Fields

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

  6. Create a Client Review at the Household Level

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

  7. Option to view all activities

    386 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  8. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

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

  9. Automatically Create and Email Reports to User in Recurring Schedule

    65 votes
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    10 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  10. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  11. Activity Report - Linked Contacts - can sort online but doesn't in PDF

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

  12. complete activities from calendar view

    110 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  13. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  14. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  15. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  16. Account Information

    25 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  17. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  18. Seminar Editing

    19 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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