Andrew but posted for a user

← Customer Feedback for Redtail Technology

My feedback

15 results found

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

    21 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    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
    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
    How important is this to you?
    Andrew but posted for a user shared this idea  · 

  3. Make shared contact card information more apparent

    11 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Andrew but posted for a user shared this idea  · 

  4. Family tree

    89 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Andrew but posted for a user shared this idea  · 

  5. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Andrew but posted for a user supported this idea  · 

  6. beneficiaries

    57 votes
    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  7. Sorting of "Activities"

    191 votes
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Andrew but posted for a user supported this idea  · 

  8. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  9. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

  10. Account Risk Tolerance and Time Horizon Fields

    292 votes
    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

  11. recurring opportunity

    26 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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  · 

  12. Notes - Click Button to Add to Household

    119 votes
    7 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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  · 

  13. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Andrew but posted for a user supported this idea  · 

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

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

  15. Bulk Reassign Workflow Task

    111 votes
    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Andrew but posted for a user supported this idea  · 

Feedback and Knowledge Base

(thinking…)