Anna Dujan

← Customer Feedback for Redtail Technology

My feedback

19 results found

  1. Know Your Client Options

    27 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anna Dujan supported this idea  · 

  2. Portfolio Balance = Total Family/Household balance

    13 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anna Dujan supported this idea  · 

  3. Bank Account Type

    22 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anna Dujan supported this idea  · 

  4. Know Your Client added fields / information for Financial Planning

    12 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anna Dujan supported this idea  · 

  5. Know your client-Review

    3 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anna Dujan shared this idea  · 

  6. Email a document from the CRM Document Storage section

    50 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Anna Dujan supported this idea  · 

  7. in the CRM document upload section be able to label the category/ account while uploading documtment

    18 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anna Dujan supported this idea  · 

  8. note document

    20 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anna Dujan supported this idea  · 

  9. filter activity by category

    28 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anna Dujan supported this idea  · 

  10. Link opportunities to the calendar. Particularly link close dates.

    16 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anna Dujan shared this idea  · 

  11. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    27 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anna Dujan supported this idea  · 

  12. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anna Dujan supported this idea  · 

  13. 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?
    Anna Dujan supported this idea  · 

  14. Beneficiary Report

    107 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Anna Dujan supported this idea  · 

  15. Create an Activity from the Opportunity Tracker

    272 votes
    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anna Dujan supported this idea  · 

  16. Linked Notes in Opportunities

    49 votes
    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anna Dujan supported this idea  · 

  17. Add Opportunity Notes to Linked Contacts

    149 votes
    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anna Dujan supported this idea  · 

  18. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anna Dujan supported this idea  · 

  19. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anna Dujan supported this idea  · 

Feedback and Knowledge Base

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