Marcus

← Customer Feedback for Redtail Technology

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12 results found

  1. Use RedTail Login for RedTail websites

    18 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Marcus shared this idea  · 

  2. Add a recurring revenue field to opportunities.

    24 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Marcus supported this idea  · 

  3. Adding RMD INFO. Tab - nexto Misc Client Info

    26 votes
    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    An error occurred while saving the comment
    Marcus commented  · 

    I agree and cannot believe there is no real way to manage RMDs still. I found keywords to be unhelpful but key words seems to work. I just hate that it's hard to sift through all of our other UDFs out there, we should have a dedicated RMD tab.

    Marcus supported this idea  · 

  4. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Marcus supported this idea  · 

  5. Activity Template Automation

    79 votes
    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    An error occurred while saving the comment
    Marcus commented  · 

    We need this! We need to be able to create an automation based on an activity template!

    Marcus supported this idea  · 

  6. Automation condition based on "activity Template"

    40 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Marcus shared this idea  · 

  7. Open Activities

    18 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Marcus commented  · 

    We need to be able to see all future activities for a client.

    Marcus supported this idea  · 

  8. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Marcus supported this idea  · 
    An error occurred while saving the comment
    Marcus commented  · 

    We should definitely have this capability!

  9. For Notes - Notify "Servicing Advisor"

    15 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Marcus shared this idea  · 

  10. Employer Switch to Former Employer

    33 votes
    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Marcus supported this idea  · 
    An error occurred while saving the comment
    Marcus commented  · 

    Especially when contacts are part of a group 401(k) Plan! I can then put the employer name in the search field and find all employees easily. If I'm forced to remove the membership for retired or terminated employees I lose that ability if they still have assets in the plan but no longer work there.

  11. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    An error occurred while saving the comment
    Marcus commented  · 

    I've been using contact level UDFs to bypass this issue. It definitely is not as smooth or convenient as it should be though!

    Marcus supported this idea  · 

  12. Link Multiple Contacts at once in Imaging

    60 votes
    2 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    Marcus shared this idea  · 

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