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← Customer Feedback for Redtail Technology

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30 results found

  1. Allow us to Edit Notes

    123 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Color coding for Employees/Advisors

    32 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  3. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    175 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  4. unlinked accounts notification

    28 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  5. More options to link accounts to multiple contacts

    23 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  6. Edit Unlinked Accounts

    6 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  7. Workflow - Linked Accounts

    122 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  8. Link Account to Multiple Contacts

    93 votes
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    7 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!

    Anonymous supported this idea  · 

  9. when linking accounts to activities can you add ability to link multiple accounts at a time

    46 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  10. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  11. RMD Value & Information section

    1,921 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  12. Add account number field when creating an activity

    8 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  13. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    175 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    as stated previously, it seems only logical that the system should allow for the same privacy settings allowed in tasks to be set on workflows as well. For a team with multiple advisors, this is absolutely crucial to operation concerns

  14. Dynamic Workflow Due Dates

    364 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  15. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  16. Allow workflows to show up on "Today" Page without a due date

    31 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  17. calendar

    24 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  18. calendar

    18 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  19. tasks

    15 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    this could be SUPER helpful in creating a more Project oriented page, list of outstanding that could be "grouped" in some way as well?

    Anonymous supported this idea  · 

  20. A ticket response, by mail, needs to give detail on what the ticket was about.

    8 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    I have had to enter 10-12 tickets during a recent transition and tracking each ticket is becoming WILDLY confusing, in addition to the nonsensical duplication of emails( one to say we talked and another entirely separate one to detail the issue presented)!!!!!

    You're making an already tense situation harder when trying to determine for an advisor where any of the resolutions stand.

    Anonymous supported this idea  · 
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