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Andrew but posted for a user

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. An account advanced search that allows exporting accounts and displays account instead of contacts.

    21 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Andrew but posted for a user shared this idea  · 

  2. It would be nice to have the ability to search contact names in the to/from field

    9 votes
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    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
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    Andrew but posted for a user shared this idea  · 

  3. Make shared contact card information more apparent

    11 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Andrew but posted for a user shared this idea  · 

  4. Family tree

    98 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Andrew but posted for a user shared this idea  · 

  5. beneficiaries

    57 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  6. Sorting of "Activities"

    199 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Andrew but posted for a user supported this idea  · 

  7. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  9. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  10. recurring opportunity

    26 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Andrew but posted for a user commented  · 

    It would be nice to be able to track Recurring Revenue and have it display on the opportunity page similar to how closed or won amount would be.

    Andrew but posted for a user supported this idea  · 

  11. Notes - Click Button to Add to Household

    122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Andrew but posted for a user commented  · 

    A preference for all notes being added to a household to go to all in the household

    Andrew but posted for a user supported this idea  · 

  12. 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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    Andrew but posted for a user supported this idea  · 

  13. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  14. Bulk Reassign Workflow Task

    118 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Andrew but posted for a user supported this idea  · 

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