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← Customer Feedback for Redtail Technology

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40 results found

  1. Viewing either linked notes or linked documents on completed activities

    14 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. Switching Family Head

    36 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous shared this idea  · 

  3. Email a document from the CRM Document Storage section

    53 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  4. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. Searching Departments in Business Records

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

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

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

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

    29 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Non-Qualified

    59 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!

  10. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 

  11. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  12. Option to view all activities

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

  13. 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  · 

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

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

  15. 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  · 

  16. 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  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  18. Account Information

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

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

  20. Seminar Editing

    19 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Anonymous shared this idea  · 
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