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Diane

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Automation Trigger Event: Client Age

    90 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

    95 votes
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    4 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

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

  4. RedTail API integration with Charles Schwab

    70 votes
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    2 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!

    Diane supported this idea  · 

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

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

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    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  · 

  7. 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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