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Tom M.

← Customer Feedback for Redtail Technology

My feedback

53 results found

  1. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tom M. supported this idea  · 

  2. combine activities & notes to one tab

    48 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tom M. supported this idea  · 

  3. Add Ongoing Activities Tab

    21 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tom M. supported this idea  · 

  4. Add a "Call History" log similar to "Email History"

    79 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tom M. supported this idea  · 

  5. RingCentral is a leading voip vendor. Is there a reason they are not an integration partner?

    48 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tom M. supported this idea  · 

  6. Notes to head of household automatically copy to spouse's contact

    22 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tom M. supported this idea  · 

  7. The Beneficiary inside the account should be a link to a contact record in Redtail instead of separate.

    51 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Tom M. supported this idea  · 

  8. Link Emails to various contacts

    24 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tom M. supported this idea  · 

  9. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    27 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tom M. supported this idea  · 

  10. beneficiary information...details

    28 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tom M. supported this idea  · 

  11. Portfolio Reporting

    294 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tom M. supported this idea  · 

  12. Add tax qualified status on beneficiary report

    5 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tom M. supported this idea  · 

  13. licenses

    6 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tom M. shared this idea  · 

  14. Condensed Sign-In Sheet

    3 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Tom M. shared this idea  · 

  15. Seminar Management Attendees should be 'Invitees'

    71 votes
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    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Tom M. commented  · 

    As a temporary workaround, you can add other options to Attendee Statuses in Site Preferences/Manage Database Lists/Attendee Statuses. We added Attending, Invited, Maybe, and Can't Go. But, it would be great if it the default was changed to "Invited."

    Tom M. supported this idea  · 

  16. Seminar cost

    31 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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    Tom M. supported this idea  · 

  17. Active Seminar Status

    22 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Tom M. supported this idea  · 

  18. Add "Notes" Column Next to Each Contact on Attendees for Seminar Page

    38 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Tom M. supported this idea  · 

  19. Show Attendee Status for Seminar in Contact

    37 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Tom M. supported this idea  · 

  20. Seminar REGISTRANTS v. Invited Contacts

    13 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Tom M. supported this idea  · 
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