Anonymous

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Entering and updating Seminar/Event Attendees

    77 votes
    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Improve contact search.

    108 votes
    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. Account Risk Tolerance and Time Horizon Fields

    292 votes
    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    I would love to input the models we use in our branch! I would then like to be able to run reports on our models

  8. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    If there is a fillable field in Redtail, there should be a mail merge field available.

    Please and Thank you!

    Anonymous supported this idea  · 

  9. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  10. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  11. Outcome of one workflow feed into another workflow

    503 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

Feedback and Knowledge Base

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