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← Customer Feedback for Redtail Technology

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24 results found

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

    110 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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  2. 4 suggestions to improve Imaging

    4 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  3. retriever for imaging

    9 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Anonymous supported this idea  · 

  4. RedTail Imaging - Move Option on a Document

    9 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  5. Add search bar to Move box

    13 votes
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    Received  ·  2 comments  ·  Redtail Imaging » Retriever for Imaging  ·  Admin →
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    Anonymous supported this idea  · 

  6. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  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
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. Workflow - Linked Accounts

    125 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. Link Account to Multiple Contacts

    99 votes
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    8 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  · 

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

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

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

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

  12. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  13. 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  · 

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

    178 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

  15. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  16. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  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

    18 votes
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    2 comments  ·  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. Workflow - Delete Steps after Workflow Launch

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 
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