Anonymous

← Customer Feedback for Redtail Technology

My feedback

24 results found

  1. Please add security levels definable by user, such as only an admin user can alter index listsor

    110 votes
    12 comments  ·  Redtail Imaging » Permissions  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    this is a primary reason cannot stay with RedTail long term. The inability to lock imaging across contact permissions is entirely ridiculous. RedTail is not scalable for any RIA looking to expand/grow if this basic functionality cannot be implemented. How is it possible a solution cannot be implemented with 10 years!?!?!?!? Why is focus on font and hiding menus prioritized over security of advisor contacts across a database based on which advisors have permission??

  2. 4 suggestions to improve Imaging

    4 votes
    1 comment  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    all of the issues here create MASSIVE inefficiencies from an operations standpoint. Our team is looking for continued support in time saving tools, not systems that take MORE time from our day.

    Anonymous supported this idea  · 

  3. retriever for imaging

    9 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. RedTail Imaging - Move Option on a Document

    9 votes
    1 comment  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    The new format is WILDLY inefficient and completely impedes updating client imaging folders for any sort of file corrections, cleanup projects.

    Anonymous supported this idea  · 

  5. Add search bar to Move box

    13 votes
    Received  ·  4 comments  ·  Redtail Imaging » Retriever for Imaging  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    when trying to complete a cleanup within imaging this insane functionality makes it IMPOSSIBLE to move and restructure client imaging folders

  6. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. 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

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

  8. Workflow - Linked Accounts

    125 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. Link Account to Multiple Contacts

    104 votes
    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    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  · 

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

    61 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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

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

  12. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  13. Add account number field when creating an activity

    8 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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

    178 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    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

  15. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. calendar

    24 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  18. calendar

    18 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  19. tasks

    18 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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. Workflow - Delete Steps after Workflow Launch

    20 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
← Previous 1

Feedback and Knowledge Base

(thinking…)