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Andrew but posted for a user

← Customer Feedback for Redtail Technology

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31 results found

  1. Customize Opportunity "Type"

    338 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  2. Search clients/prospects based on distance from a specific address or zipcode

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  3. UPDATE STRATEGIC ALLOCATION MODEL

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

    289 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. recurring opportunity

    23 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  · 

  6. Notes - Click Button to Add to Household

    117 votes
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    7 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  · 

  7. List the day of the week - Activities

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Change First Review to Last Review under Client Review

    419 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Andrew but posted for a user supported this idea  · 

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

    1,327 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  10. Bulk Reassign Workflow Task

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

  11. merge fields for email should work using test

    23 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Andrew but posted for a user shared this idea  · 
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