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Diane

← Customer Feedback for Redtail Technology

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6 results found

  1. Automation Trigger Event: Client Age

    93 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Diane supported this idea  · 

  2. automation trigger for advisor change

    98 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Diane supported this idea  · 

  3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Diane supported this idea  · 

  4. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Diane supported this idea  · 

  5. When creating new activity, give users the option to make the "more details page" the default.

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Diane commented  · 

    yes

    An error occurred while saving the comment
    Diane commented  · 

    Very Important- as our firm grows...the CRM needs to be able to accommodate multiple attendees.

    Diane supported this idea  · 

  6. Provide an option to grant client access to a folder or subfolder..

    76 votes
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    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Diane supported this idea  · 

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