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Melissa

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Link Account to Multiple Contacts

    93 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

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    Melissa commented  · 

    Also link custodians to an account as well.

    Melissa supported this idea  · 

  2. Reminders for Account Renewals

    16 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Melissa supported this idea  · 

  3. Create a Client Review at the Household Level

    111 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Melissa supported this idea  · 

  4. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Melissa supported this idea  · 

  5. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Melissa supported this idea  · 

  6. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Melissa supported this idea  · 

  7. Please add search feature to Beneficiary

    46 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Melissa supported this idea  · 

  8. Account Nickname

    47 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Melissa supported this idea  · 

  9. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Melissa supported this idea  · 

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