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Melissa

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Link Account to Multiple Contacts

    110 votes
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    8 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. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Melissa supported this idea  · 

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

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

  4. 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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    Melissa supported this idea  · 

  5. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Melissa supported this idea  · 

  6. Please add search feature to Beneficiary

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

  7. Account Nickname

    50 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  · 

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Melissa supported this idea  · 

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