Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Add "On Creation Date" to the Step Due in a workflow Step.

    38 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous shared this idea  · 

  2. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    Add the insurance policy's face amount to the Portfolio Beneficiary Report. Report only shows balance and when client has multiple policies with same company it is difficult to differentiate on the report.

    Please, Thank you!

    Anonymous supported this idea  · 

  3. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    or how about based on a specific date in the system like policy date>

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