Diane

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Automation Trigger Event: Client Age

    96 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Diane supported this idea  · 

  2. automation trigger for advisor change

    98 votes
    5 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Diane supported this idea  · 

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

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Diane supported this idea  · 

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

    285 votes
    12 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Diane supported this idea  · 

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

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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
    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
    How important is this to you?
    Diane supported this idea  · 

Feedback and Knowledge Base

(thinking…)